Filer Name: BRIAUD FINANCIAL PLANNING, INC
CIK: 1800586
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 218
Portfolio Value: $0.25B

Briaud Financial Planning, Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 298,786 $87M 35.30% 49.6% -
GLD US SPDR GOLD SHARES 256,770 $62M 25.35% 0.5% -
PDBC US INVESCO OPTIMUM YIELD DIVERS 2,808,359 $36M 14.87% 70.2% -
QQQ US INVESCO QQQ TRUST SERIES 1 60,944 $31M 12.70% -1.4% -
IAU US ISHARES GOLD TRUST 107,672 $5M 2.17% 0.7% -
AAPL US APPLE INC 10,321 $3M 1.05% 59.9% -
IVV US ISHARES CORE S&P 500 ETF 3,001 $2M 0.72% 3.5% -
XOM US EXXON MOBIL CORP 15,058 $2M 0.66% 7.4% -
ADI US ANALOG DEVICES INC 6,518 $1M 0.56% 100.0% -
NVDA US NVIDIA CORP 8,221 $1M 0.45% 100.0% -
LLY US ELI LILLY & CO 1,194 $1M 0.38% 717.8% -
PPLT US ABRDN PHYSICAL PLATINUM SHRS 8,955 $1M 0.30% -1.4% -
APD US AIR PRODUCTS & CHEMICALS INC 2,541 $1M 0.30% -14.3% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 1,469 $1M 0.27% 7.3% -
TLT US ISHARES 20+ YEAR TREASURY BD 7,518 $1M 0.27% 0.9% -
MSFT US MICROSOFT CORP 1,371 $1M 0.24% 37.5% -
DIS US WALT DISNEY CO/THE 4,169 $0M 0.19% -40.2% -
AMZN US AMAZON.COM INC 2,101 $0M 0.19% 3401.7% -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 5,170 $0M 0.19% - -
SPY US SPDR S&P 500 ETF TRUST 615 $0M 0.15% - -
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