The Analysis of Briaud Financial Planning, Inc's Holdings
Currently, Briaud Financial Planning, Inc holds 37 types of securities in its portfolio with a total value $405.9M. In the most recent quarter, they have increased their positions in VTI (+210.8K shares, valued at $70.7M), GLD (+2.5K shares, valued at $1.0M), PDBC (+60.0K shares, valued at $795.2K); decreased their positions in N/A (-5.8K shares, valued at $471.8K), TLT (-3.3K shares, valued at $290.8K), NVDA (-549 shares, valued at $102.4K); initiated new positions in MDY (+432 shares, valued at $260.6K), VHT (+716 shares, valued at $206.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS550.3K shares62.11%2025-12-312026-01-28
GLD SPDR GOLD TR198.3K shares1.30%2025-12-312026-01-28 SLV ISHARES SILVER TR627.1K shares0.97%2025-12-312026-01-28 PDBC INVESCO ACTVELY MNGD ETC FD2.8M shares2.22%2025-12-312026-01-28 AAPL APPLE INC10.2K shares3.28%2025-12-312026-01-28 IVV ISHARES TR3.9K shares4.60%2025-12-312026-01-28 ADI ANALOG DEVICES INC6.4K shares-2.50%2025-12-312026-01-28 NVDA NVIDIA CORPORATION9.1K shares-5.71%2025-12-312026-01-28 PPLT ABRDN PLATINUM ETF TRUST6.6K shares0.00%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR1.7K shares78.69%2025-12-312026-01-28 XOM EXXON MOBIL CORP9.6K shares-2.53%2025-12-312026-01-28 LLY ELI LILLY & CO1.0K shares-0.66%2025-12-312026-01-28 VYM VANGUARD WHITEHALL FDS5.8K shares105.06%2025-12-312026-01-28 MSFT MICROSOFT CORP1.4K shares-0.93%2025-12-312026-01-28 BIL SPDR SERIES TRUST6.1K shares-8.88%2025-12-312026-01-28 AMZN AMAZON COM INC2.3K shares0.00%2025-12-312026-01-28 VUG VANGUARD INDEX FDS1.1K shares29.80%2025-12-312026-01-28 APD AIR PRODS & CHEMS INC2.1K shares0.00%2025-12-312026-01-28 ITA ISHARES TR2.1K shares7.82%2025-12-312026-01-28 AMGN AMGEN INC1.3K shares61.96%2025-12-312026-01-28 TLT ISHARES TR4.0K shares-45.62%2025-12-312026-01-28 SPYM SPDR SERIES TRUST3.9K shares0.00%2025-12-312026-01-28 VV VANGUARD INDEX FDS894 shares0.00%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.871 shares16.60%2025-12-312026-01-28 MDY SPDR S&P MIDCAP 400 ETF TR432 sharesnew addition2025-12-312026-01-28 JNJ JOHNSON & JOHNSON1.2K shares-1.76%2025-12-312026-01-28 XLE SELECT SECTOR SPDR TR5.6K shares100.00%2025-12-312026-01-28 PFM INVESCO EXCHANGE TRADED FD T4.6K shares0.00%2025-12-312026-01-28 JBL JABIL INC971 shares0.00%2025-12-312026-01-28 VHT VANGUARD WORLD FD716 sharesnew addition2025-12-312026-01-28 PG PROCTER AND GAMBLE CO1.4K shares-5.69%2025-12-312026-01-28 LOAN MANHATTAN BRDG CAP INC24.7K shares0.00%2025-12-312026-01-28 SABR SABRE CORP14.0K shares0.00%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available