JRM Investment Counsel, LLC
CIK 1631084 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- BRK.B27.87%
- AVUS12.49%
- AVUV8.79%
- AVLV8.34%
- VEA8.30%
- EPD4.87%
- 9497468044.86%
- BRK.A4.36%
- AVDV3.91%
- 0605056823.81%
Share classes counted separately87.60%
Portfolio value by quarter
Top 10 holdings 21
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $76.28M | 27.87% | 213.87K shares | — | ↗▾ | |
| 02 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $34.19M | 12.49% | 419.28K shares | — | ↗▾ | |
| 03 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $24.05M | 8.79% | 267.76K shares | — | ↗▾ | |
| 04 | AVLVAVANTIS US LARGE CAP VALUEUS LARGE CAP VLU View history and evidence | $22.83M | 8.34% | 395.33K shares | — | ↗▾ | |
| 05 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $22.72M | 8.30% | 474.39K shares | — | ↗▾ | |
| 06 | EPDENTERPRISE PRODUCTS PARTNERS View history and evidence | $13.32M | 4.87% | 505.36K shares | — | ↗▾ | |
| 07 | 949746804WELLS FARGO & COMPANYPERP PFD CNV A View history and evidence | $13.30M | 4.86% | 11.13K shares | — | ↗▾ | |
| 08 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $11.94M | 4.36% | 22 shares | — | ↗▾ | |
| 09 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $10.70M | 3.91% | 171.21K shares | — | ↗▾ | |
| 10 | 060505682BANK OF AMERICA CORP7.25%CNV PFD L View history and evidence | $10.42M | 3.81% | 8.65K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHD SCHWAB US DVD EQUITY ETF | Non-derivative | — | — | SEC filing ↗ | |
| KREF KKR REAL ESTATE FINANCE TRUS | Non-derivative | — | — | SEC filing ↗ | |
| BXMT BLACKSTONE MORTGAGE TRU-CL A | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1631084 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-13
Amendments and versions
{
"amendments_merged": [
{
"action": "MERGE_ADD",
"accession": "0001631084-24-000005",
"cover_total": 11937750,
"filing_date": "2024-03-05",
"claimed_type": "NEW HOLDINGS",
"confidential": false,
"positions_added": 1,
"positions_restated": 0,
"positions_cancelled": 0
}
],
"prior_versions": null,
"cover_table_value": 261750448
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.