Briaud Financial Planning as of March 31, 2022
Portfolio Holdings for Briaud Financial Planning
Briaud Financial Planning holds 27 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr Gold Tr Gold Shs (GLD) | 58.0 | $101M | 559k | 180.65 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 16.8 | $29M | 221k | 132.08 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 5.3 | $9.2M | 240k | 38.35 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 3.9 | $6.7M | 90k | 74.45 | |
Vanguard World Extended Dur (EDV) | 3.5 | $6.2M | 51k | 121.70 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.5 | $6.1M | 102k | 59.74 | |
Ishares Gold Tr Ishares New (IAU) | 2.7 | $4.7M | 128k | 36.82 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $2.0M | 8.6k | 227.65 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $1.7M | 3.8k | 453.52 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.6 | $1.0M | 14k | 75.85 | |
Air Products & Chemicals (APD) | 0.5 | $841k | 3.4k | 249.70 | |
Apple (AAPL) | 0.5 | $819k | 4.7k | 174.40 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $505k | 1.1k | 451.30 | |
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.3 | $486k | 5.3k | 91.70 | |
Johnson & Johnson (JNJ) | 0.3 | $443k | 2.5k | 176.99 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $413k | 3.0k | 136.66 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $376k | 1.1k | 352.72 | |
Ishares Silver Tr Ishares (SLV) | 0.2 | $292k | 13k | 22.81 | |
Microsoft Corporation (MSFT) | 0.2 | $291k | 947.00 | 307.29 | |
Exxon Mobil Corporation (XOM) | 0.2 | $268k | 3.3k | 82.31 | |
Abbvie (ABBV) | 0.2 | $264k | 1.6k | 161.57 | |
First Financial Bankshares (FFIN) | 0.1 | $259k | 5.9k | 44.08 | |
Procter & Gamble Company (PG) | 0.1 | $253k | 1.7k | 152.41 | |
UnitedHealth (UNH) | 0.1 | $237k | 466.00 | 508.58 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $210k | 580.00 | 362.07 | |
ConocoPhillips (COP) | 0.1 | $204k | 2.0k | 99.56 | |
Amarin Corp Spons Adr New (AMRN) | 0.0 | $41k | 13k | 3.25 |