Briaud Financial Planning

Briaud Financial Planning as of Sept. 30, 2022

Portfolio Holdings for Briaud Financial Planning

Briaud Financial Planning holds 28 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Gold Shares Gold Shs (GLD) 73.0 $82M 536k 153.16
Utilities Select Sector SPDR Fund Sbi Int-utils (XLU) 7.6 $8.5M 126k 67.41
Vanguard Total Stock Market Index Fund Total Stk Mkt (VTI) 5.5 $6.2M 32k 195.27
iShares Comex Gold Trust Ishares New (IAU) 3.6 $4.0M 128k 31.22
iShares Core S&P 500 ETF Core S&p500 Etf (IVV) 1.0 $1.1M 2.9k 390.34
Health Care Select Sector Spdr Fund Sbi Healthcare (XLV) 1.0 $1.1M 8.1k 132.78
Vanguard Total International Bond ETF Total Int Bd Etf (BNDX) 0.8 $944k 20k 47.99
Aberdeen Standard Physical Platinum ETF Physcl Platm Shs (PPLT) 0.8 $874k 10k 87.70
Air Products & Chemicals (APD) 0.8 $869k 3.4k 254.39
Apple (AAPL) 0.7 $827k 5.3k 155.60
Exxon Mobil Corporation (XOM) 0.7 $811k 7.3k 110.63
Vanguard Total Bond Market Index Fund Total Bnd Mrkt (BND) 0.4 $494k 7.0k 70.49
Johnson & Johnson (JNJ) 0.4 $444k 2.5k 174.67
Spdr S&p 500 Etf Tr Unit (SPY) 0.4 $400k 1.0k 388.73
iShares 1-3 Year Treasury Bond ETF 1 3 Yr Treas Bd (SHY) 0.3 $374k 4.6k 81.00
Rollins (ROL) 0.3 $347k 8.3k 41.75
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.3 $334k 1.1k 299.02
Microsoft Corporation (MSFT) 0.3 $316k 1.3k 235.29
UnitedHealth (UNH) 0.3 $313k 568.00 551.06
ConocoPhillips (COP) 0.3 $298k 2.3k 126.92
Consumer Staples Select Sector SPDR Fund Sbi Cons Stpls (XLP) 0.2 $273k 3.7k 73.07
Abbvie (ABBV) 0.2 $268k 1.8k 147.33
Wisdomtree U.s. High Dividend Fund Us High Dividend (DHS) 0.2 $264k 3.1k 85.16
iShares Silver Trust Ishares (SLV) 0.2 $248k 14k 17.71
Fidelity Dividend Etf For Rising Rates Divid Etf Risi (FDRR) 0.2 $240k 6.1k 39.34
Procter & Gamble Company (PG) 0.2 $224k 1.7k 134.94
First Financial Bankshares (FFIN) 0.2 $223k 5.9k 37.95
Amarin Corp Spons Adr New (AMRN) 0.0 $15k 13k 1.19