Briaud Financial Planning as of Dec. 31, 2022
Portfolio Holdings for Briaud Financial Planning
Briaud Financial Planning holds 24 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 74.7 | $92M | 544k | 169.64 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 8.2 | $10M | 144k | 70.50 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.0 | $6.2M | 32k | 191.16 | |
| Ishares Gold Tr Ishares New (IAU) | 3.6 | $4.4M | 128k | 34.58 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.1 | $1.3M | 9.9k | 135.82 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $1.3M | 17k | 74.51 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $1.1M | 2.9k | 384.14 | |
| Air Products & Chemicals (APD) | 0.9 | $1.1M | 3.5k | 308.17 | |
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.8 | $989k | 10k | 99.24 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $812k | 7.4k | 110.21 | |
| Apple (AAPL) | 0.5 | $606k | 4.7k | 129.82 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $393k | 1.0k | 381.92 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $370k | 4.6k | 81.03 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $329k | 1.1k | 308.63 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $308k | 14k | 22.00 | |
| Rollins (ROL) | 0.2 | $278k | 7.6k | 36.45 | |
| Abbvie (ABBV) | 0.2 | $264k | 1.6k | 161.57 | |
| UnitedHealth (UNH) | 0.2 | $247k | 466.00 | 530.04 | |
| ConocoPhillips (COP) | 0.2 | $241k | 2.0k | 117.62 | |
| Johnson & Johnson (JNJ) | 0.2 | $224k | 1.3k | 175.96 | |
| Microsoft Corporation (MSFT) | 0.2 | $217k | 907.00 | 239.25 | |
| Procter & Gamble Company (PG) | 0.2 | $213k | 1.4k | 151.06 | |
| First Financial Bankshares (FFIN) | 0.2 | $202k | 5.9k | 34.38 | |
| Amarin Corp Spons Adr New (AMRN) | 0.0 | $15k | 13k | 1.19 |
