JRM Investment Counsel, LLC

Q1 2025 13F Holdings

  • Location
    omaha, NE
  • Num holdings

    20

  • Value ($000)

    $293,368

  • Date Filed
    05/14/2025
  • Form type
    13F-HR
  • CIK
    0001631084
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$101.89M
35 %

191,311

AVLV
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$30.96M
11 %

474,795

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$30.06M
10 %

591,379

AVUS
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$28.29M
10 %

306,223

BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
$17.57M
6 %

22

EPD
EPD

ENTERPRISE PRODS PARTNERS L

COM
$16.32M
6 %

477,983

AVEM
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$15.31M
5 %

254,476

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$13.76M
5 %

157,833

AVDV
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$9.60M
3 %

137,591

WFC 7.5 PERP L
WFC 7.5 PERP L

WELLS FARGO CO NEW

PERP PFD CNV A
$8.19M
3 %

6,824

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