Fund HoldingsJRM Investment Counsel, LLC

Total Portfolio Value
$293.37M
Total Bought
$29.00M
Total Sold
$49.72M
Net Transaction
-$20.72M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL022+22017,5665.99%+17,566
BERKSHIRE HATHAWAY INC DEL191,527191,311-21686,815101,88834.73%+15,073
VANGUARD TAX-MANAGED FDS533,610591,379+57,76925,51730,06010.25%+4,543
PLAINS GP HLDGS L P(PAGP)0164,000+164,00003,5031.19%+3,503
ENTERPRISE PRODS PARTNERS L(EPD)467,179477,983+10,80414,65116,3185.56%+1,668
AMERICAN CENTY ETF TR450,536474,795+24,25930,08230,96110.55%+879
ISHARES TR
CORE MSCI EAFE
22,75831,575+8,8171,5992,3890.81%+789
AMERICAN CENTY ETF TR139,737137,591-2,1469,0949,5963.27%+502
UNION PAC CORP(UNP)1,0601,263+2032422980.10%+57
TC ENERGY CORP(TRP)27,00027,00001,2561,2750.43%+18
WELLS FARGO CO NEW(WFC)6,8626,824-388,1958,1942.79%-1
VANGUARD INDEX FDS910850-602642340.08%-30
VANGUARD SPECIALIZED FUNDS4,7334,513-2209278760.30%-51
ISHARES TR
TRS FLT RT BD
3,9640-3,9642000-200
SPDR INDEX SHS FDS
ST STR PO EX ETF
108,72389,723-19,0003,7113,2671.11%-444
AMERICAN CENTY ETF TR270,496254,476-16,02015,90215,3125.22%-591
APPLE INC(AAPL)15,05812,141-2,9173,7712,6970.92%-1,074
BANK AMERICA CORP5,3482,976-2,3726,5213,6741.25%-2,847
BLACKSTONE INC(BX)35,22122,992-12,2296,0733,2141.10%-2,859
AMERICAN CENTY ETF TR177,449157,833-19,61617,12913,7584.69%-3,371
AMERICAN CENTY ETF TR371,273306,223-65,05035,98728,2899.64%-7,699
BERKSHIRE HATHAWAY INC DEL220-2214,9800-14,980
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