Briaud Financial Planning as of Dec. 31, 2020
Portfolio Holdings for Briaud Financial Planning
Briaud Financial Planning holds 21 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 60.4 | $94k | 178.00 | 528.19 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 16.4 | $26k | 158.00 | 161.96 | |
| Select Sector Spdr Tr Energy (XLE) | 7.9 | $12k | 38.00 | 325.21 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 5.1 | $7.9k | 95k | 0.08 | |
| Ishares Gold Trust Ishares | 2.9 | $4.5k | 18.00 | 251.44 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $2.9k | 375.00 | 7.73 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.3 | $2.1k | 60.00 | 34.33 | |
| Sherwin-Williams Company (SHW) | 0.9 | $1.4k | 2.0k | 0.73 | |
| Air Products & Chemicals (APD) | 0.7 | $1.1k | 4.0k | 0.27 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $656.041600 | 1.8k | 0.37 | |
| Apple (AAPL) | 0.3 | $515.002600 | 133.00 | 3.87 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $483.399600 | 12k | 0.04 | |
| Johnson & Johnson (JNJ) | 0.3 | $406.103500 | 2.6k | 0.16 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $288.994400 | 344.00 | 0.84 | |
| Abbvie (ABBV) | 0.1 | $227.000500 | 107.00 | 2.12 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $222.952800 | 966.00 | 0.23 | |
| First Financial Bankshares (FFIN) | 0.1 | $219.199200 | 6.1k | 0.04 | |
| Microsoft Corporation (MSFT) | 0.1 | $206.016000 | 928.00 | 0.22 | |
| UnitedHealth (UNH) | 0.1 | $203.000000 | 580.00 | 0.35 | |
| Zoetis Cl A (ZTS) | 0.1 | $202.005400 | 166.00 | 1.22 | |
| Amarin Corp Spons Adr New (AMRN) | 0.1 | $176.850800 | 36k | 0.00 |
