Briaud Financial Planning

Briaud Financial Planning as of Dec. 31, 2021

Portfolio Holdings for Briaud Financial Planning

Briaud Financial Planning holds 27 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Gold Shares Etf (GLD) 51.9 $95M 558k 170.96
iShares 20 Year Treasury Bond ETF Etf (TLT) 16.5 $30M 205k 148.19
Vanguard Short-Term Bond Index Fund Etf (BSV) 11.9 $22M 270k 80.83
Vanguard Total International Stock Index Etf (VXUS) 3.9 $7.2M 113k 63.57
Vanguard Extended Duration Treasury Index Fund Etf (EDV) 3.7 $6.9M 49k 139.98
Vaneck Vectors Gold Miners ETF Etf (GDX) 2.5 $4.6M 143k 32.03
iShares Comex Gold Trust Etf (IAU) 2.4 $4.5M 128k 34.81
Vanguard Total Stock Market Index Fund Etf (VTI) 1.9 $3.5M 14k 241.38
iShares Core S&P 500 ETF Etf (IVV) 1.6 $3.0M 6.3k 476.90
Air Products & Chemicals Stock (APD) 0.6 $1.0M 3.4k 304.21
Spdr S&p 500 Etf Etf (SPY) 0.5 $834k 1.8k 474.94
Apple Stock (AAPL) 0.4 $737k 4.2k 177.50
Utilities Select Sector SPDR Fund Etf (XLU) 0.2 $459k 6.4k 71.51
Health Care Select Sector Spdr Fund Etf (XLV) 0.2 $425k 3.0k 140.64
Johnson & Johnson Stock (JNJ) 0.2 $412k 2.4k 170.74
Consumer Staples Select Sector SPDR Fund Etf (XLP) 0.2 $372k 4.8k 76.92
Microsoft Corp Stock (MSFT) 0.2 $300k 893.00 335.95
First Financial Bankshares Stock (FFIN) 0.2 $298k 5.9k 50.71
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $288k 966.00 298.14
Zoetis Inc Cl A Stock (ZTS) 0.1 $245k 1.0k 244.02
Unitedhealth Group Stock (UNH) 0.1 $233k 466.00 500.00
Invesco QQQ Trust Etf (QQQ) 0.1 $230k 580.00 396.55
Procter And Gamble Stock (PG) 0.1 $225k 1.4k 163.28
AbbVie Stock (ABBV) 0.1 $221k 1.6k 135.25
Exxon Mobil Corp Stock (XOM) 0.1 $217k 3.6k 61.02
Proshares S&P 500 Dividend Aristocrats ETF Etf (NOBL) 0.1 $205k 2.1k 97.71
Amarin Corp Adr 0.1 $121k 36k 3.35