JRM Investment Counsel, LLC

Q4 2024 13F Holdings

  • Location
    omaha, NE
  • Num holdings

    20

  • Value ($000)

    $282,918

  • Date Filed
    02/13/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$86.82M
31 %

191,527

AVUS
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$35.99M
13 %

371,273

AVLV
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$30.08M
11 %

450,536

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$25.52M
9 %

533,610

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$17.13M
6 %

177,449

AVEM
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$15.90M
6 %

270,496

BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A NEW
$14.98M
5 %

22

EPD
EPD

ENTERPRISE PRODS PARTNERS L

COM
$14.65M
5 %

467,179

AVDV
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$9.09M
3 %

139,737

WFC 7.5 PERP L
WFC 7.5 PERP L

WELLS FARGO CO NEW

PERP PFD CNV A
$8.19M
3 %

6,862

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