Briaud Financial Planning as of June 30, 2020
Portfolio Holdings for Briaud Financial Planning
Briaud Financial Planning holds 18 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 66.9 | $88M | 524k | 167.37 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 20.7 | $27M | 165k | 163.92 | |
| Ishares Gold Trust Ishares | 3.3 | $4.3M | 255k | 16.99 | |
| Vanguard World Fds Utilities Etf (VPU) | 2.6 | $3.5M | 28k | 123.66 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $2.4M | 7.8k | 309.61 | |
| Air Products & Chemicals (APD) | 1.3 | $1.8M | 9.3k | 190.25 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $667k | 15k | 44.71 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $585k | 10k | 56.36 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $541k | 1.8k | 307.91 | |
| Johnson & Johnson (JNJ) | 0.3 | $363k | 2.6k | 140.37 | |
| Apple (AAPL) | 0.3 | $354k | 972.00 | 364.20 | |
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $264k | 7.0k | 37.78 | |
| At&t (T) | 0.2 | $249k | 8.2k | 30.20 | |
| Amarin Corp Spons Adr New (AMRN) | 0.2 | $249k | 36k | 6.90 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $238k | 841.00 | 283.00 | |
| Verizon Communications (VZ) | 0.2 | $230k | 4.2k | 54.96 | |
| Microsoft Corporation (MSFT) | 0.2 | $226k | 1.1k | 202.69 | |
| Abbvie (ABBV) | 0.2 | $208k | 2.1k | 97.88 |
