Briaud Financial Planning

Briaud Financial Planning as of June 30, 2022

Portfolio Holdings for Briaud Financial Planning

Briaud Financial Planning holds 27 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Gold Tr Gold Shs (GLD) 62.1 $95M 562k 168.46
Ishares Tr 20 Yr Tr Bd Etf (TLT) 16.9 $26M 224k 114.87
Select Sector Spdr Tr Sbi Int-utils (XLU) 4.3 $6.5M 93k 70.12
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.5 $5.3M 103k 51.61
Vanguard World Extended Dur (EDV) 3.3 $5.0M 50k 100.13
Ishares Gold Tr Ishares New (IAU) 2.9 $4.4M 128k 34.30
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.8M 9.7k 188.52
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.4M 3.7k 378.96
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $1.2M 9.4k 128.15
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.5 $828k 10k 83.08
Air Products & Chemicals (APD) 0.5 $813k 3.4k 240.46
Apple (AAPL) 0.4 $642k 4.7k 136.71
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $447k 5.4k 82.72
Johnson & Johnson (JNJ) 0.3 $444k 2.5k 177.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $422k 1.1k 377.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $291k 1.1k 272.98
Exxon Mobil Corporation (XOM) 0.2 $278k 3.3k 85.38
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $269k 3.7k 72.00
Ishares Silver Tr Ishares (SLV) 0.2 $260k 14k 18.57
Wisdomtree Tr Us High Dividend (DHS) 0.2 $255k 3.1k 82.26
Abbvie (ABBV) 0.2 $250k 1.6k 153.00
Microsoft Corporation (MSFT) 0.2 $243k 947.00 256.60
UnitedHealth (UNH) 0.2 $239k 466.00 512.88
Procter & Gamble Company (PG) 0.2 $238k 1.7k 143.37
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.2 $235k 6.1k 38.52
First Financial Bankshares (FFIN) 0.2 $230k 5.9k 39.14
Amarin Corp Spons Adr New (AMRN) 0.0 $18k 13k 1.43