13F Filings for Briaud Financial Planning, Inc (CIK: 1800586)
View the most recent portfolio holdings disclosed by Briaud Financial Planning, Inc in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 302.13K | $91.82K | 36.21% | Decreased | 4.38K (1.0%, $7.59K) |
GLD - SPDR GOLD TR(Class: GOLD SHS) | 195.13K | $59.48K | 23.46% | Decreased | 61.62K (23.0%, $14.50K) |
QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 60.75K | $33.51K | 13.21% | Decreased | 67 (0.0%, $4.99K) |
PDBC - INVESCO ACTVELY MNGD ETC FD(Class: OPTIMUM YIELD) | 2.54M | $33.13K | 13.06% | Increased | 30.80K (1.0%, $1.08K) |
IAU - ISHARES GOLD TR(Class: ISHARES NEW) | 88.97K | $5.55K | 2.19% | Decreased | 17.88K (16.0%, $752) |
IVV - ISHARES TR(Class: CORE SP500 ETF) | 3.63K | $2.25K | 0.89% | Increased | 359 (10.0%, $416) |
AAPL - APPLE INC(Class: COM) | 10.45K | $2.14K | 0.85% | Increased | 80 (0.0%, $159) |
XOM - EXXON MOBIL CORP(Class: COM) | 15.23K | $1.64K | 0.65% | Increased | 171 (1.0%, $149) |
ADI - ANALOG DEVICES INC(Class: COM) | 6.52K | $1.55K | 0.61% | Unchanged | |
NVDA - NVIDIA CORPORATION(Class: COM) | 9.69K | $1.53K | 0.60% | Increased | 1.36K (16.0%, $629) |
LLY - ELI LILLY CO(Class: COM) | 1.19K | $930 | 0.37% | Unchanged | |
PPLT - ABRDN PLATINUM ETF TRUST(Class: PHYSCL PLATM SHS) | 6.62K | $813 | 0.32% | Decreased | 2.33K (26.0%, $5) |
BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 1.51K | $733 | 0.29% | Increased | 40 (2.0%, $49) |
MSFT - MICROSOFT CORP(Class: COM) | 1.46K | $727 | 0.29% | Increased | 90 (6.0%, $213) |
TLT - ISHARES TR(Class: 20 YR TR BD ETF) | 7.31K | $641 | 0.25% | Decreased | 206 (2.0%, $39) |
APD - AIR PRODS CHEMS INC(Class: COM) | 2.06K | $581 | 0.23% | Increased | 7 (0.0%, $22) |
SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 867 | $535 | 0.21% | Increased | 252 (40.0%, $191) |
DIS - DISNEY WALT CO(Class: COM) | 4.17K | $516 | 0.20% | Unchanged | |
AMZN - AMAZON COM INC(Class: COM) | 2.32K | $509 | 0.20% | Increased | 223 (10.0%, $110) |
BIL - SPDR SER TR(Class: BLOOMBERG 1-3 MO) | 5.17K | $474 | 0.19% | Unchanged | |
SLV - ISHARES SILVER TR(Class: ISHARES) | 11.10K | $364 | 0.14% | Increased | 23 (0.0%, $21) |
VUG - VANGUARD INDEX FDS(Class: GROWTH ETF) | 812 | $355 | 0.14% | Unchanged | |
N/A - ISHARES TR(Class: US AER DEF ETF) | 1.88K | $354 | 0.14% | Increased | 1.55K (468.0%, $304) |
RSP - INVESCO EXCHANGE TRADED FD T(Class: SP500 EQL WGT) | 1.68K | $304 | 0.12% | Unchanged | |
SPLG - SPDR SER TR(Class: PORTFOLIO SP500) | 3.90K | $283 | 0.11% | New | 3.90K ($283) |