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Fidelity low volity etf shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of Fidelity low volity etf (FDLO) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning investment in Fidelity low volity etf

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All positions including Fidelity low volity etf held by Briaud Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity low volity etf by Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $45k 722 62.33

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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

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