Briaud Financial Planning as of March 31, 2020
Portfolio Holdings for Briaud Financial Planning
Briaud Financial Planning holds 16 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SPDR Gold Trust (GLD) | 79.7 | $56M | 375k | 148.05 | |
| iShares Gold Trust | 5.5 | $3.8M | 255k | 15.07 | |
| Vanguard Utilities ETF (VPU) | 4.9 | $3.4M | 28k | 121.91 | |
| iShares S&P 500 Index (IVV) | 2.9 | $2.0M | 7.8k | 258.37 | |
| Air Products & Chemicals (APD) | 2.1 | $1.5M | 9.3k | 160.11 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $563k | 15k | 37.97 | |
| Utilities SPDR (XLU) | 0.8 | $563k | 10k | 55.40 | |
| Spdr S&p 500 Etf (SPY) | 0.7 | $453k | 1.8k | 257.83 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.6 | $447k | 2.7k | 165.07 | |
| Johnson & Johnson (JNJ) | 0.5 | $339k | 2.6k | 131.09 | |
| At&t (T) | 0.3 | $234k | 8.0k | 29.20 | |
| Apple (AAPL) | 0.3 | $234k | 922.00 | 253.80 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $213k | 1.2k | 182.52 | |
| Energy Select Sector SPDR (XLE) | 0.3 | $203k | 7.0k | 29.05 | |
| Amarin Corporation (AMRN) | 0.2 | $144k | 36k | 3.99 | |
| Northern Dynasty Minerals Lt (NAK) | 0.0 | $5.0k | 12k | 0.41 |
