Briaud Financial Planning as of Sept. 30, 2020
Portfolio Holdings for Briaud Financial Planning
Briaud Financial Planning holds 18 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 67.1 | $93M | 524k | 177.12 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 19.8 | $27M | 168k | 163.26 | |
| Ishares Gold Trust Ishares | 3.3 | $4.6M | 254k | 17.99 | |
| Vanguard World Fds Utilities Etf (VPU) | 2.6 | $3.6M | 28k | 129.09 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $2.6M | 7.8k | 336.06 | |
| Air Products & Chemicals (APD) | 1.6 | $2.2M | 8.9k | 247.78 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.8 | $1.1M | 18k | 59.36 | |
| Sherwin-Williams Company (SHW) | 0.5 | $668k | 979.00 | 682.33 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $588k | 1.8k | 334.66 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $556k | 16k | 34.30 | |
| Apple (AAPL) | 0.3 | $450k | 3.9k | 115.74 | |
| Johnson & Johnson (JNJ) | 0.3 | $385k | 2.6k | 148.88 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $324k | 6.2k | 52.08 | |
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $236k | 7.9k | 29.88 | |
| At&t (T) | 0.2 | $232k | 8.2k | 28.47 | |
| Verizon Communications (VZ) | 0.2 | $215k | 3.6k | 59.39 | |
| Zoetis Cl A (ZTS) | 0.1 | $202k | 1.2k | 164.90 | |
| Amarin Corp Spons Adr New (AMRN) | 0.1 | $151k | 36k | 4.18 |
