BF

Briaud Financial Planning, Inc

13F
Briaud Financial Planning, Inc
Last update 2025-05-09 209 Stocks (20 new)
Value $252.00 Mil Turnover 2 %
Countries:
Top Holdings: VTI(33.46%)GLD(29.39%)PDBC(13.59%)QQQ(11.33%)IAU(2.50%)
Summary Stock Picks Current Portfolio
Briaud Financial Planning, Inc... Top Holdings of 2025-03-31 View Full List
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
+23.77%
+6.14%
469,536.3
 
GLD
SPDR Gold Shares ETF
256,748
73,970.0
-0.01%
29.390
0%
0.080
+12.30%
+26.94%
102,386.4
 
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
+6.32%
+2.31%
4,464.1
 
QQQ
INVESCO QQQ Trust
60,814
28,520.0
-0.21%
11.330
-0.03%
0.010
+30.44%
+8.26%
354,541.3
 
IAU
iShares Gold Trust
106,846
6,300.0
-0.77%
2.500
-0.02%
0.010
+12.16%
+27.09%
47,403.2
 
AAPL
Apple Inc
10,366
2,300.0
+0.44%
0.910
0%
0.000
+15.85%
-15.96%
3,135,776.7
Hardware
IVV
iShares Core S&P 500 ETF
3,270
1,840.0
+8.96%
0.730
+0.06%
0.000
+23.58%
+6.63%
619,462.7
 
XOM
Exxon Mobil Corp
15,058
1,790.0
0%
0.710
0%
0.000
+8.93%
+5.17%
478,844.0
Oil & Gas
ADI
Analog Devices Inc
6,518
1,310.0
0%
0.520
0%
0.000
+41.77%
+14.83%
119,997.8
Semiconductors
LLY
Eli Lilly and Co
1,194
990.0
0%
0.390
0%
0.000
+7.01%
+0.49%
693,833.0
Drug Manufacturers

Briaud Financial Planning, Inc's Historical Top Holdings Breakdowns

Briaud Financial Planning, Inc's Top Stock Picks View Full List
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
$305.60
5.19%
Add 2.58%
306,507
7,721
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.10%
●
369.1 ($404.54) 427.61
$438.71
8.45%
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
$286.45
5.75%
New holding
894
894
AMGN
Amgen Inc
2025-03-31
Add
Add
+0.07%
●
258.59 ($295.3) 327.36
$292.95
-0.80%
Add 506%
606
506
APD
Air Products & Chemicals Inc
2025-03-31
Reduce
Reduce
-0.06%
●
283.24 ($308.4) 338.07
$289.02
-6.28%
Reduce -19.17%
2,054
-487
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.06%
●
167.73 ($174.39) 179.21
$178.20
2.18%
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
$623.83
5.64%
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
$63.15
1.69%
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
$111.16
-1.49%
Add 2981.48%
832
805

Briaud Financial Planning, Inc Total Holding History ($B)

To

Briaud Financial Planning, Inc's Asset Allocation

To

Briaud Financial Planning, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Briaud Financial Planning, Inc's Hypothetical Growth since 2025-03-31

Briaud Financial Planning, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Briaud Financial Planning, Inc's Holdings Heat Map

Size field:

Briaud Financial Planning, Inc's Holdings Bubble Chart

Briaud Financial Planning, Inc News

  • 1

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