Briaud Financial Planning, Inc Top Holdings and 13F Report (2024) → Biden Nomination CANCELED? (From The Freeport Society) (Ad) About Briaud Financial Planning, IncInvestment ActivityBriaud Financial Planning, Inc has $175.94 thousand in total holdings as of December 31, 2023.Briaud Financial Planning, Inc owns shares of 127 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 30.67% of the portfolio was purchased this quarter.About 2.99% of the portfolio was sold this quarter.This quarter, Briaud Financial Planning, Inc has purchased 9 new stocks and bought additional shares in 1 stock.Briaud Financial Planning, Inc sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Gold Shares $84,768Vanguard Total Stock Market ETF $43,821iShares MSCI Japan ETF $18,102Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $9,145iShares Gold Trust $5,058 Largest New Holdings this Quarter Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $9,145 HoldingiShares Core S&P 500 ETF $1,525 HoldingAir Products and Chemicals $954 HoldingApple $936 HoldingAberdeen Standard Physical Platinum Shares ETF $759 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 124,511 shares (about $32.36K)Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 659,311 shares (about $9.15K)iShares Core S&P 500 ETF 2,900 shares (about $1.53K)Air Products and Chemicals 3,935 shares (about $954.00)Apple 5,457 shares (about $936.00) Largest Sales this Quarter SPDR Gold Shares 9,195 shares (about $1.89K)Walt Disney 5,263 shares (about $644.09)iShares MSCI Japan ETF 589 shares (about $42.03)Exxon Mobil 57 shares (about $6.63)iShares Gold Trust 145 shares (about $6.09) Sector Allocation Over TimeMap of 500 Largest Holdings ofBriaud Financial Planning, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$84,768$1,892 ▼-2.2%412,05448.2%FinanceVTIVanguard Total Stock Market ETF$43,821$32,361 ▲282.4%168,60624.9%ETFEWJiShares MSCI Japan ETF$18,102$42 ▼-0.2%253,69910.3%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$9,145$9,145 ▲New Holding659,3115.2%ManufacturingIAUiShares Gold Trust$5,058$6 ▼-0.1%120,3902.9%FinanceIVViShares Core S&P 500 ETF$1,525$1,525 ▲New Holding2,9000.9%ETFXOMExxon Mobil$1,422$7 ▼-0.5%12,2280.8%Oils/EnergyAPDAir Products and Chemicals$954$954 ▲New Holding3,9350.5%Basic MaterialsAAPLApple$936$936 ▲New Holding5,4570.5%Computer and TechnologyDISWalt Disney$841$644 ▼-43.4%6,8720.5%Consumer DiscretionaryPPLTAberdeen Standard Physical Platinum Shares ETF$759$759 ▲New Holding9,0800.4%ETFTLTiShares 20+ Year Treasury Bond ETF$705$705 ▲New Holding7,4490.4%ETFBRK.BBerkshire Hathaway$576$576 ▲New Holding1,3690.3%FinanceMSFTMicrosoft$378$378 ▲New Holding8980.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$322$322 ▲New Holding6150.2%FinanceSLViShares Silver Trust$3190.0%14,0020.2%ETFXLEEnergy Select Sector SPDR Fund$285$285 ▲New Holding3,0180.2%ETFPGProcter & Gamble$284$284 ▲New Holding1,7490.2%Consumer StaplesCOPConocoPhillips$278$278 ▲New Holding2,1830.2%Oils/EnergyUNHUnitedHealth Group$231$231 ▲New Holding4660.1%MedicalVHTVanguard Health Care ETF$194$194 ▲New Holding7160.1%ETFFFINFirst Financial Bankshares$193$193 ▲New Holding5,8760.1%FinanceABBVAbbVie$189$189 ▲New Holding1,0370.1%MedicalNOBLProShares S&P 500 Aristocrats ETF$182$182 ▲New Holding1,7910.1%ETFSHWSherwin-Williams$172$172 ▲New Holding4950.1%ConstructionZTSZoetis$168$168 ▲New Holding9870.1%MedicalLMTLockheed Martin$167$167 ▲New Holding3670.1%AerospaceJNJJohnson & Johnson$167$167 ▲New Holding1,0540.1%MedicalCATCaterpillar$159$159 ▲New Holding4330.1%Industrial ProductsQQQInvesco QQQ$143$143 ▲New Holding3220.1%FinanceVIGVanguard Dividend Appreciation ETF$137$137 ▲New Holding7450.1%ETFWMTWalmart$132$132 ▲New Holding2,1840.1%Retail/WholesaleWMWaste Management$125$125 ▲New Holding5850.1%Business ServicesLLYEli Lilly and Company$114$114 ▲New Holding1460.1%MedicalMCDMcDonald's$112$112 ▲New Holding3960.1%Retail/WholesalePEPPepsiCo$105$105 ▲New Holding5990.1%Consumer StaplesLOWLowe's Companies$103$103 ▲New Holding4020.1%Retail/WholesalePFFiShares Preferred and Income Securities ETF$102$102 ▲New Holding3,1580.1%ETFADPAutomatic Data Processing$100$100 ▲New Holding4000.1%Business ServicesCSCOCisco Systems$95$95 ▲New Holding1,9000.1%Computer and TechnologySFNCSimmons First National$94$94 ▲New Holding4,8110.1%FinanceEDVVanguard Extended Duration Treasury ETF$91$91 ▲New Holding1,1760.1%ETFTAT&T$89$89 ▲New Holding5,0110.1%Computer and TechnologyEWEdwards Lifesciences$86$86 ▲New Holding8990.0%MedicalVZVerizon Communications$80$80 ▲New Holding1,8870.0%Computer and TechnologyCVXChevron$77$77 ▲New Holding4870.0%Oils/EnergySRESempra$71$71 ▲New Holding9800.0%UtilitiesBNBrookfield$68$68 ▲New Holding1,6240.0%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$64$64 ▲New Holding6840.0%ETFBMYBristol-Myers Squibb$62$62 ▲New Holding1,1340.0%MedicalDRIDarden Restaurants$57$57 ▲New Holding3370.0%Retail/WholesaleETREntergy$56$56 ▲New Holding5240.0%UtilitiesABTAbbott Laboratories$54$54 ▲New Holding4690.0%MedicalMETCRamaco Resources$52$52 ▲New Holding3,0300.0%Oils/EnergyINTCIntel$51$51 ▲New Holding1,1340.0%Computer and TechnologyNEENextEra Energy$46$46 ▲New Holding7100.0%UtilitiesROLRollins$43$43 ▲New Holding9090.0%ConstructionXLFFinancial Select Sector SPDR Fund$42$42 ▲New Holding9830.0%ETFNEXTNextDecade$42$42 ▲New Holding7,2240.0%Oils/EnergyJPMJPMorgan Chase & Co.$41$41 ▲New Holding2000.0%FinanceXLUUtilities Select Sector SPDR Fund$41$41 ▲New Holding6230.0%ETFMMM3M$41$41 ▲New Holding3790.0%Multi-Sector ConglomeratesDDominion Energy$41$41 ▲New Holding8190.0%UtilitiesHDHome Depot$41$41 ▲New Holding1060.0%Retail/WholesaleSCHVSchwab U.S. Large-Cap Value ETF$40$40 ▲New Holding5190.0%ETFBPBP$40$40 ▲New Holding1,0400.0%Oils/EnergyIBMInternational Business Machines$36$36 ▲New Holding1840.0%Computer and TechnologyGDGeneral Dynamics$36$36 ▲New Holding1250.0%AerospaceFDXFedEx$34$34 ▲New Holding1170.0%TransportationQIAGEN NV$33$33 ▲New Holding7450.0%SHS NEWGPCGenuine Parts$31$31 ▲New Holding2000.0%Auto/Tires/TrucksITWIllinois Tool Works$30$30 ▲New Holding1100.0%Industrial ProductsOXYOccidental Petroleum$29$29 ▲New Holding4410.0%Oils/EnergyAMGNAmgen$29$29 ▲New Holding1000.0%MedicalVLOValero Energy$29$29 ▲New Holding1660.0%Oils/EnergyDEDeere & Company$28$28 ▲New Holding680.0%Industrial ProductsTXNTexas Instruments$28$28 ▲New Holding1600.0%Computer and TechnologyMRKMerck & Co., Inc.$25$25 ▲New Holding1860.0%MedicalAEPAmerican Electric Power$25$25 ▲New Holding2880.0%UtilitiesCARRCarrier Global$25$25 ▲New Holding4150.0%Computer and TechnologyPFEPfizer$23$23 ▲New Holding8100.0%MedicalBAXBaxter International$22$22 ▲New Holding5000.0%MedicalVXUSVanguard Total International Stock ETF$22$22 ▲New Holding3510.0%ETFSABLE OFFSHORE CORP$22$22 ▲New Holding1,9900.0%COM SHSGISGeneral Mills$21$21 ▲New Holding3000.0%Consumer StaplesVDEVanguard Energy ETF$21$21 ▲New Holding1550.0%ETFNEMNewmont$21$21 ▲New Holding5660.0%Basic MaterialsKOCoca-Cola$20$20 ▲New Holding3170.0%Consumer StaplesSCHXSchwab US Large-Cap ETF$19$19 ▲New Holding3010.0%ETFBAMBrookfield Asset Management$18$18 ▲New Holding4080.0%FinanceGSKGSK$18$18 ▲New Holding4060.0%MedicalDUKDuke Energy$17$17 ▲New Holding1750.0%UtilitiesEVOEvotec$17$17 ▲New Holding2,1600.0%MedicalRTXRTX$16$16 ▲New Holding1560.0%AerospaceAWKAmerican Water Works$16$16 ▲New Holding1250.0%UtilitiesORCLOracle$16$16 ▲New Holding1250.0%Computer and TechnologyLGIHLGI Homes$12$12 ▲New Holding1000.0%FinanceAMRNAmarin$12$12 ▲New Holding12,6120.0%MedicalAMZNAmazon.com$11$11 ▲New Holding600.0%Retail/WholesaleWECWEC Energy Group$10$10 ▲New Holding1140.0%UtilitiesShowing largest 100 holdings. 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