JRM Investment Counsel, LLC Long-Term Concentrated

Location: Omaha, NE

CIK: 0001631084 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value: $293M (100.0% shares, 0.0% debt)

Holdings (20)

BRK/B BERKSHIRE HATHAWAY INC DEL 34.7%

Value $102M Shares 191,311 Est. Cost $223.29 Unrealized +117.7%

AVLV AMERICAN CENTY ETF TR 10.6%

Value $30.96M Shares 474,795 Est. Cost $51.92 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 10.2%

Value $30.06M Shares 591,379 Est. Cost $47.04 Unrealized —

AVUS AMERICAN CENTY ETF TR 9.6%

Value $28.29M Shares 306,223 Est. Cost $80.24 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 6.0%

Value $17.57M Shares 22 Est. Cost $245759.83 Unrealized +196.8%

EPD ENTERPRISE PRODS PARTNERS L 5.6%

Value $16.32M Shares 477,983 Est. Cost $25.25 Unrealized —

AVEM AMERICAN CENTY ETF TR 5.2%

Value $15.31M Shares 254,476 Est. Cost $55.88 Unrealized —

AVUV AMERICAN CENTY ETF TR 4.7%

Value $13.76M Shares 157,833 Est. Cost $77.84 Unrealized —

AVDV AMERICAN CENTY ETF TR 3.3%

Value $9.596M Shares 137,591 Est. Cost $51.58 Unrealized —

— WELLS FARGO CO NEW 2.8%

Value $8.194M Shares 6,824 Est. Cost $1294.04 Unrealized —

— BANK AMERICA CORP 1.3%

Value $3.674M Shares 2,976 Est. Cost $1208.89 Unrealized —

PAGP PLAINS GP HLDGS L P 1.2%

Value $3.503M Shares 164,000 Est. Cost $21.36 Unrealized —

SPDW SPDR INDEX SHS FDS 1.1%

Value $3.267M Shares 89,723 Est. Cost $33.49 Unrealized —

BX BLACKSTONE INC 1.1%

Value $3.214M Shares 22,992 Est. Cost $40.65 Unrealized +289.2%

AAPL APPLE INC 0.9%

Value $2.697M Shares 12,141 Est. Cost $70.21 Unrealized +228.7%

IEFA ISHARES TR 0.8%

Value $2.389M Shares 31,575 Est. Cost $72.05 Unrealized —

TRP TC ENERGY CORP 0.4%

Value $1.275M Shares 27,000 Est. Cost $34.25 Unrealized +32.8%

VIG VANGUARD SPECIALIZED FUNDS 0.3%

Value $876K Shares 4,513 Est. Cost $117.32 Unrealized —

UNP UNION PAC CORP 0.1%

Value $298K Shares 1,263 Est. Cost $211.45 Unrealized +11.4%

VTI VANGUARD INDEX FDS 0.1%

Value $234K Shares 850 Est. Cost $237.23 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	191,311	$102M	34.7%	$223.29	+117.7%	CL B NEW	084670702
AVLV	AMERICAN CENTY ETF TR	474,795	$30.96M	10.6%	$51.92	—	US LARGE CAP VLU	025072349
VEA	VANGUARD TAX-MANAGED FDS	591,379	$30.06M	10.2%	$47.04	—	VAN FTSE DEV MKT	921943858
AVUS	AMERICAN CENTY ETF TR	306,223	$28.29M	9.6%	$80.24	—	US EQT ETF	025072885
BRK/A	BERKSHIRE HATHAWAY INC DEL	22	$17.57M	6.0%	$245759.83	+196.8%	CL A	084670108
EPD	ENTERPRISE PRODS PARTNERS L	477,983	$16.32M	5.6%	$25.25	—	COM	293792107
AVEM	AMERICAN CENTY ETF TR	254,476	$15.31M	5.2%	$55.88	—	AVANTIS EMGMKT	025072604
AVUV	AMERICAN CENTY ETF TR	157,833	$13.76M	4.7%	$77.84	—	US SML CP VALU	025072877
AVDV	AMERICAN CENTY ETF TR	137,591	$9.596M	3.3%	$51.58	—	INTL SMCP VLU	025072802
—	WELLS FARGO CO NEW	6,824	$8.194M	2.8%	$1294.04	—	PERP PFD CNV A	949746804
—	BANK AMERICA CORP	2,976	$3.674M	1.3%	$1208.89	—	7.25%CNV PFD L	060505682
PAGP	PLAINS GP HLDGS L P	164,000	$3.503M	1.2%	$21.36	—	LTD PARTNR INT A	72651A207
SPDW	SPDR INDEX SHS FDS	89,723	$3.267M	1.1%	$33.49	—	PORTFOLIO DEVLPD	78463X889
BX	BLACKSTONE INC	22,992	$3.214M	1.1%	$40.65	+289.2%	COM	09260D107
AAPL	APPLE INC	12,141	$2.697M	0.9%	$70.21	+228.7%	COM	037833100
IEFA	ISHARES TR	31,575	$2.389M	0.8%	$72.05	—	CORE MSCI EAFE	46432F842
TRP	TC ENERGY CORP	27,000	$1.275M	0.4%	$34.25	+32.8%	COM	87807B107
VIG	VANGUARD SPECIALIZED FUNDS	4,513	$876K	0.3%	$117.32	—	DIV APP ETF	921908844
UNP	UNION PAC CORP	1,263	$298K	0.1%	$211.45	+11.4%	COM	907818108
VTI	VANGUARD INDEX FDS	850	$234K	0.1%	$237.23	—	TOTAL STK MKT	922908769