Briaud Financial Planning as of June 30, 2023
Portfolio Holdings for Briaud Financial Planning
Briaud Financial Planning holds 21 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 69.3 | $73M | 412k | 178.27 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 8.5 | $9.0M | 138k | 65.44 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 7.0 | $7.4M | 33k | 220.28 | |
| Ishares Gold Tr Ishares New (IAU) | 4.2 | $4.4M | 121k | 36.38 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.4 | $1.4M | 11k | 132.64 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $1.3M | 2.9k | 445.52 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $1.3M | 12k | 107.25 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.2 | $1.3M | 17k | 74.12 | |
| Air Products & Chemicals (APD) | 1.1 | $1.1M | 3.8k | 299.50 | |
| Apple (AAPL) | 1.0 | $1.1M | 5.7k | 193.84 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.0 | $1.0M | 9.8k | 102.76 | |
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.7 | $773k | 9.2k | 83.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $466k | 1.4k | 340.39 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $370k | 4.6k | 81.03 | |
| Microsoft Corporation (MSFT) | 0.3 | $334k | 981.00 | 340.47 | |
| Ishares Silver Tr Ishares (SLV) | 0.3 | $292k | 14k | 20.85 | |
| Procter & Gamble Company (PG) | 0.3 | $268k | 1.8k | 151.76 | |
| UnitedHealth (UNH) | 0.2 | $234k | 488.00 | 479.51 | |
| ConocoPhillips (COP) | 0.2 | $226k | 2.2k | 103.53 | |
| Johnson & Johnson (JNJ) | 0.2 | $205k | 1.2k | 165.32 | |
| Amarin Corp Spons Adr New (AMRN) | 0.0 | $15k | 13k | 1.19 |
