Briaud Financial Planning

Briaud Financial Planning as of March 31, 2021

Portfolio Holdings for Briaud Financial Planning

Briaud Financial Planning holds 22 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Gold Shares Gold Shs (GLD) 61.2 $83M 520k 159.96
Energy Select Sector SPDR Fund Energy (XLE) 15.2 $21M 421k 49.06
Vanguard Short-Term Bond Index Fund Short Trm Bond (BSV) 8.7 $12M 144k 82.19
IShares Comex Gold Trust Ishares 3.0 $4.0M 249k 16.26
Vanguard Total International Stock Index Vg Tl Intl Stk F (VXUS) 2.6 $3.5M 56k 62.70
IShares 20 Year Treasury Bond ETF 20 Yr Tr Bd Etf (TLT) 2.0 $2.8M 20k 135.47
IShares Core S&P 500 ETF Core S&p500 Etf (IVV) 1.8 $2.5M 6.3k 397.76
Air Products & Chemicals (APD) 1.6 $2.2M 9.4k 234.04
Spdr S&p 500 Etf Tr Unit (SPY) 0.5 $696k 1.8k 396.36
Vanguard Total Stock Market Index Fund Total Stk Mkt (VTI) 0.4 $609k 2.9k 206.72
Apple (AAPL) 0.4 $507k 4.2k 122.11
Exxon Mobil Corporation (XOM) 0.4 $479k 8.6k 55.87
Johnson & Johnson (JNJ) 0.3 $469k 2.9k 164.39
Graniteshares Bloomberg Commodity Broad Strategy No K-1 Etf Bbg Commd K 1 (COMB) 0.3 $435k 17k 24.96
Vaneck Vectors Oil Services ETF Oil Svcs Etf (OIH) 0.2 $288k 1.5k 190.85
First Financial Bankshares (FFIN) 0.2 $284k 6.1k 46.77
Microsoft Corporation (MSFT) 0.2 $266k 1.1k 235.82
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.2 $247k 966.00 255.69
Aberdeen Standard Physical Platinum ETF Physcl Platm Shs (PPLT) 0.2 $235k 2.1k 111.48
Abbvie (ABBV) 0.2 $230k 2.1k 108.24
Amarin Corp Spons Adr New (AMRN) 0.2 $224k 36k 6.21
UnitedHealth (UNH) 0.2 $216k 580.00 372.41