Briaud Financial Planning as of March 31, 2023
Portfolio Holdings for Briaud Financial Planning
Briaud Financial Planning holds 20 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 70.4 | $74M | 406k | 183.22 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 8.9 | $9.4M | 139k | 67.68 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.3 | $6.6M | 33k | 204.09 | |
| Ishares Gold Tr Ishares New (IAU) | 4.3 | $4.5M | 122k | 37.37 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.3 | $1.4M | 11k | 129.41 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $1.3M | 12k | 109.61 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.2 | $1.2M | 17k | 74.67 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $1.2M | 2.9k | 411.03 | |
| Air Products & Chemicals (APD) | 1.0 | $1.1M | 3.8k | 287.07 | |
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.9 | $916k | 10k | 91.91 | |
| Apple (AAPL) | 0.8 | $862k | 5.2k | 164.88 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $710k | 6.7k | 106.19 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $375k | 4.6k | 82.13 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $329k | 1.1k | 308.63 | |
| Ishares Silver Tr Ishares (SLV) | 0.3 | $309k | 14k | 22.07 | |
| Microsoft Corporation (MSFT) | 0.2 | $254k | 883.00 | 287.66 | |
| Procter & Gamble Company (PG) | 0.2 | $249k | 1.7k | 148.57 | |
| UnitedHealth (UNH) | 0.2 | $220k | 466.00 | 472.10 | |
| ConocoPhillips (COP) | 0.2 | $216k | 2.2k | 98.95 | |
| Amarin Corp Spons Adr New (AMRN) | 0.0 | $18k | 13k | 1.43 |
