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Dow shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of Dow (DOW) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning investment in Dow

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All positions including Dow held by Briaud Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $999 65 15.38
2025-03-31 $5.0k 166 30.12
2023-09-30 $1.0k 28 35.71

More positions owned by Briaud Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Silver Tr Ishares (SLV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Analog Devices (ADI)
Exxon Mobil Corporation (XOM)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Briaud Financial Planning

Top funds holding Dow

Vanguard Group
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Northern Trust
Squarepoint Ops
Holocene Advisors
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