BF
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Briaud Financial Planning, Inc13F | |
| Briaud Financial Planning, Inc | |
| Last update 2025-05-09 | 209 Stocks (20 new) |
| Value $252.00 Mil | Turnover 2 % |
Briaud Financial Planning, Inc... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 306,507 | 84,230.0 | +2.58% | 33.460 | +0.84% | 0.020 | +16.43% | +6.31% | 472,004.6 | ||
GLD | SPDR Gold Shares ETF | 256,748 | 73,970.0 | -0.01% | 29.390 | 0% | 0.080 | +3.01% | +26.68% | 101,436.4 | ||
PDBC |
Invesco Optimum Yield Diversified Commodity
Invesco Optimum Yield Diversified Commodity
| 2,509,479 | 34,200.0 | -10.64% | 13.590 | -1.58% | 0.710 | +5.14% | +2.31% | 4,512.6 | ||
QQQ | INVESCO QQQ Trust | 60,814 | 28,520.0 | -0.21% | 11.330 | -0.03% | 0.010 | +21.69% | +9.18% | 354,881.2 | ||
IAU | iShares Gold Trust | 106,846 | 6,300.0 | -0.77% | 2.500 | -0.02% | 0.010 | +3.02% | +26.80% | 47,429.1 | ||
AAPL | Apple Inc | 10,366 | 2,300.0 | +0.44% | 0.910 | 0% | 0.000 | +3.58% | -16.29% | 3,123,230.6 | Hardware | |
IVV | iShares Core S&P 500 ETF | 3,270 | 1,840.0 | +8.96% | 0.730 | +0.06% | 0.000 | +16.06% | +6.83% | 628,804.2 | ||
XOM | Exxon Mobil Corp | 15,058 | 1,790.0 | 0% | 0.710 | 0% | 0.000 | +10.52% | +6.88% | 486,601.3 | Oil & Gas | |
ADI | Analog Devices Inc | 6,518 | 1,310.0 | 0% | 0.520 | 0% | 0.000 | +34.52% | +14.17% | 119,308.0 | Semiconductors | |
LLY | Eli Lilly and Co | 1,194 | 990.0 | 0% | 0.390 | 0% | 0.000 | +2.13% | +0.35% | 692,827.5 | Drug Manufacturers |
Briaud Financial Planning, Inc's Historical Top Holdings Breakdowns
Briaud Financial Planning, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PDBC |
Invesco Optimum Yield Diversified Commodity
Invesco Optimum Yield Diversified Commodity
| 2025-03-31 | Reduce Reduce | -1.58% | 13.05 ($13.45) 13.97 | $13.29 | -1.19% | Reduce -10.64% | 2,509,479 | -298,880 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.84% | 271.18 ($290.53) 303.12 | $306.10 | 5.36% | Add 2.58% | 306,507 | 7,721 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.10% | 369.1 ($404.54) 427.61 | $444.16 | 9.79% | Add 441.33% | 812 | 662 | |
VV | Vanguard Large Cap ETF | 2025-03-31 | New Buy New Buy | +0.09% | 253.32 ($270.87) 282.66 | $287.03 | 5.97% | New holding | 894 | 894 | |
AMGN | Amgen Inc | 2025-03-31 | Add Add | +0.07% | 258.59 ($295.3) 327.36 | $292.51 | -0.94% | Add 506% | 606 | 506 | |
APD | Air Products & Chemicals Inc | 2025-03-31 | Reduce Reduce | -0.06% | 283.24 ($308.4) 338.07 | $286.65 | -7.05% | Reduce -19.17% | 2,054 | -487 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.06% | 167.73 ($174.39) 179.21 | $176.09 | 0.97% | Add 407.92% | 1,026 | 824 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.06% | 554.06 ($590.51) 615.85 | $624.99 | 5.84% | Add 8.96% | 3,270 | 269 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | New Buy New Buy | +0.06% | 57.21 ($62.1) 65.8 | $62.52 | 0.68% | New holding | 2,785 | 2,785 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +0.04% | 102.49 ($112.84) 119.96 | $110.82 | -1.79% | Add 2981.48% | 832 | 805 |
Briaud Financial Planning, Inc Total Holding History ($B)
Briaud Financial Planning, Inc's Asset Allocation
Briaud Financial Planning, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Briaud Financial Planning, Inc's Hypothetical Growth since 2025-03-31
Briaud Financial Planning, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Briaud Financial Planning, Inc's Holdings Heat Map
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Briaud Financial Planning, Inc's Holdings Bubble Chart
Briaud Financial Planning, Inc News
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