Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JRM INVESTMENT COUNSEL LLC | 05-14-2024 | 03-31-2024 | 20 | 302,782,996 |
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 | $91,052,252 | 216,523 | 0.03 | 0.03 | 2,657 | 1.24 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | 2 | $39,890,698 | 445,706 | 0.01 | 0.01 | 26,425 | 6.30 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $29,429,634 | 586,598 | 0.01 | 0.01 | 112,210 | 23.65 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 4 | $25,678,362 | 399,601 | 0.01 | 0.01 | 4,270 | 1.08 | 03-31-2024 |
