Briaud Financial Planning as of Dec. 31, 2023
Portfolio Holdings for Briaud Financial Planning
Briaud Financial Planning holds 9 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 68.7 | $81M | 421k | 191.17 | |
| Ishares Msci Jpn Etf New (EWJ) | 13.9 | $16M | 254k | 64.14 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 8.9 | $11M | 44k | 237.22 | |
| Ishares Gold Tr Ishares New (IAU) | 4.0 | $4.7M | 121k | 39.03 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.3 | $1.5M | 11k | 136.41 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $1.2M | 12k | 99.96 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $1.2M | 16k | 72.01 | |
| Walt Disney Company (DIS) | 0.9 | $1.1M | 12k | 90.32 | |
| Ishares Silver Tr Ishares (SLV) | 0.3 | $305k | 14k | 21.78 |
