Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JRM INVESTMENT COUNSEL LLC | 02-13-2024 | 12-31-2023 | 20 | 261,750,448 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $76,277,448 | 213,866 | 0.03 | 0.04 | -215 | -0.10 | 12-31-2023 |
| AMERICAN CENTY ETF TR | US EQT ETF | 2 | $34,192,370 | 419,281 | 0.01 | 0.00 | 376,863 | 888.45 | 12-31-2023 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 3 | $24,045,063 | 267,762 | 0.01 | 0.01 | 94,628 | 54.66 | 12-31-2023 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 4 | $22,834,329 | 395,331 | 0.01 | 0.01 | -65,150 | -14.15 | 12-31-2023 |
