Briaud Financial Planning
Latest statistics and disclosures from Briaud Financial Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLD, EWJ, VTI, IAU, XLV, and represent 96.77% of Briaud Financial Planning's stock portfolio.
- Added to shares of these 4 stocks: VTI, GLD, DIS, XOM.
- Reduced shares in these 10 stocks: , IVV, APD, AAPL, PPLT, TLT, BRK.B, EWJ, MSFT, .
- Sold out of its positions in SDOG, T, ARKK, ABT, ABBV, PPLT, ADBE, APD, BABA, GOOGL.
- Briaud Financial Planning was a net seller of stock by $-17M.
- Briaud Financial Planning has $117M in assets under management (AUM), dropping by -4.99%.
- Central Index Key (CIK): 0001800586
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Portfolio Holdings for Briaud Financial Planning
Briaud Financial Planning holds 9 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 68.7 | $81M | 421k | 191.17 |
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| Ishares Msci Jpn Etf New (EWJ) | 13.9 | $16M | 254k | 64.14 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 8.9 | $11M | +30% | 44k | 237.22 |
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| Ishares Gold Tr Ishares New (IAU) | 4.0 | $4.7M | 121k | 39.03 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.3 | $1.5M | 11k | 136.41 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $1.2M | +2% | 12k | 99.96 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $1.2M | 16k | 72.01 |
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| Walt Disney Company (DIS) | 0.9 | $1.1M | +4% | 12k | 90.32 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $305k | 14k | 21.78 |
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Past Filings by Briaud Financial Planning
SEC 13F filings are viewable for Briaud Financial Planning going back to 2019
- Briaud Financial Planning 2023 Q4 filed Feb. 2, 2024
- Briaud Financial Planning 2023 Q3 filed Nov. 6, 2023
- Briaud Financial Planning 2023 Q2 filed Aug. 7, 2023
- Briaud Financial Planning 2023 Q1 filed May 5, 2023
- Briaud Financial Planning 2022 Q4 filed Feb. 13, 2023
- Briaud Financial Planning 2022 Q3 filed Nov. 4, 2022
- Briaud Financial Planning 2022 Q2 filed Aug. 11, 2022
- Briaud Financial Planning 2022 Q1 filed May 3, 2022
- Briaud Financial Planning 2021 Q4 filed Feb. 8, 2022
- Briaud Financial Planning 2021 Q3 filed Oct. 20, 2021
- Briaud Financial Planning 2021 Q2 filed July 28, 2021
- Briaud Financial Planning 2021 Q1 filed May 5, 2021
- Briaud Financial Planning 2020 Q4 filed Jan. 27, 2021
- Briaud Financial Planning 2020 Q3 filed Oct. 30, 2020
- Briaud Financial Planning 2020 Q2 filed July 28, 2020
- Briaud Financial Planning 2020 Q1 filed April 22, 2020