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Global X Fds shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of Global X Fds (DTCR) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning investment in Global X Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Global X Fds by Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.0k 303 16.50

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 Global X Fds

LPL Financial
HighTower Advisors
Hedeker Wealth Management
Wells Fargo & Company
Cetera Investment Advisers
Foguth Wealth Management
UBS Group
Centurion Wealth Management
Mirae Asset Global Investments
Potentia Wealth
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Alaska Permanent Capital Management
Private Advisor

View all funds holding Global X Fds