JRM Investment Counsel, LLC
CIK 1631084 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- BRK.B30.69%
- AVUS12.72%
- AVLV10.63%
- VEA9.02%
- AVUV6.05%
- AVEM5.62%
- BRK.A5.29%
- EPD5.18%
- AVDV3.21%
- 9497468042.90%
Share classes counted separately91.31%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AVLVWeight increased · +1.16 pp9.47% → 10.63%Shares +32.66K (+7.81%)
- VEAWeight decreased · -0.99 pp10.01% → 9.02%Shares -16.53K (-3.00%)
- AVUSWeight decreased · -0.87 pp13.59% → 12.72%Shares -43.41K (-10.47%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 20
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 | $86.82M | 30.69% | 191.53K shares | 30.20% → 30.69%+0.49 pp +1.01K (+0.53%) | Added | ↗▾ |
| 02 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $35.99M | 12.72% | 371.27K shares | 13.59% → 12.72%-0.87 pp -43.41K (-10.47%) | Reduced | ↗▾ |
| 03 | AVLVAVANTIS US LARGE CAP VALUEUS LARGE CAP VLU View history and evidence | $30.08M | 10.63% | 450.54K shares | 9.47% → 10.63%+1.16 pp +32.66K (+7.81%) | Added | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $25.52M | 9.02% | 533.61K shares | 10.01% → 9.02%-0.99 pp -16.53K (-3.00%) | Reduced | ↗▾ |
| 05 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $17.13M | 6.05% | 177.45K shares | 5.34% → 6.05%+0.71 pp +15.89K (+9.84%) | Added | ↗▾ |
| 06 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $15.90M | 5.62% | 270.50K shares | 5.66% → 5.62%-0.04 pp +16.22K (+6.38%) | Added | ↗▾ |
| 07 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A NEW View history and evidence | $14.98M | 5.29% | 22 shares | 5.24% → 5.29%+0.05 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | EPDENTERPRISE PRODUCTS PARTNERS View history and evidence | $14.65M | 5.18% | 467.18K shares | 4.64% → 5.18%+0.54 pp +4.75K (+1.03%) | Added | ↗▾ |
| 09 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $9.09M | 3.21% | 139.74K shares | 3.33% → 3.21%-0.12 pp +3.11K (+2.27%) | Added | ↗▾ |
| 10 | 949746804WELLS FARGO & COMPANYPERP PFD CNV A View history and evidence | $8.19M | 2.90% | 6.86K shares | 3.00% → 2.90%-0.10 pp +71 (+1.05%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1631084 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 282917526
}Take these holdings further.
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