Jrm Investment Counsel, LLC Portfolio Holdings by Sector

Jrm Investment Counsel, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AVUS VEA AVUV AVEM AVDV SPDW IEFA VIG 9 stocks	$110 Million 46.22% of portfolio	4	5	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$102 Million 42.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD TRP 2 stocks	$15.9 Million 6.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$6.07 Million 2.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.77 Million 1.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$263,733 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$241,722 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts

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