Legal Name: JRM INVESTMENT COUNSEL, L.L.C.
報告期間:
Jun 30, 2019
有効日:
Aug 6, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
Berkshire Hathaway, Inc. (084670702)
|
99,039 |
$21,112k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
107,480 |
$16,132k |
|
BLACKSTONE MORTGAGE (09257W100)
|
363,477 |
$12,933k |
|
BLACKSTONE GROUP (09253U108)
|
263,133 |
$11,688k |
|
WELLS FARGO CO NEW (949746804)
|
7,654 |
$10,442k |
|
ENTERPRISE PRODS (293792107)
|
357,723 |
$10,327k |
|
Apple Inc (037833100)
|
33,653 |
$6,661k |
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
86,303 |
$6,269k |
|
KINDER MORGAN INC (49456B101)
|
211,639 |
$4,419k |
|
ISHARES INC (464286533)
|
73,853 |
$4,347k |
|
BERKSHIRE HATHAWAY (084670108)
|
13 |
$4,139k |
|
PLAINS GP HLDGS L P (72651A207)
|
157,388 |
$3,930k |
|
SPDR SERIES TRUST (78464A805)
|
106,948 |
$3,899k |
|
BANK AMER CORP (060505682)
|
2,625 |
$3,602k |
|
S&P WRLD EX US (78463X889)
|
111,319 |
$3,294k |
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
61,396 |
$3,258k |
|
TC ENERGY (87807B107)
|
61,900 |
$3,065k |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
17,640 |
$2,303k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
53,118 |
$2,216k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
25,170 |
$2,199k |
|
MONMOUTH REAL ESTATE INVT CO (609720107)
|
157,805 |
$2,138k |
|
VANGUARD GROUP (921908844)
|
15,938 |
$1,835k |
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
13,130 |
$1,462k |
|
SPDR SERIES TRUST (78464A474)
|
26,968 |
$830k |
|
NuveeN S&P 500 B-W Income (6706ER101)
|
58,223 |
$776k |
|
PLAINS ALL AMERN PIP (726503105)
|
11,740 |
$286k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,141 |
$222k |
|