Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR GOLD TRUST | 19 | Q2 2024 | 79.7% |
Exxon Mobil Corp Com | 19 | Q2 2024 | 1.7% |
ISHARES TR | 18 | Q2 2024 | 2.9% |
Air Products & Chemicals Inc | 18 | Q2 2024 | 2.1% |
APPLE INC | 18 | Q2 2024 | 1.0% |
AMARIN CORP PLC | 18 | Q2 2024 | 0.8% |
Johnson & Johnson Com | 17 | Q2 2024 | 0.5% |
ISHARES TR | 16 | Q2 2024 | 20.7% |
SPDR S&P 500 ETF TR | 16 | Q2 2024 | 0.7% |
Berkshire Hathaway Inc Del Cl B New | 16 | Q2 2024 | 0.4% |
View Briaud Financial Planning, Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-26 |
N-PX | 2024-07-26 |
13F-HR | 2024-05-03 |
13F-HR | 2024-02-02 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-04 |
13F-HR | 2022-08-11 |
View Briaud Financial Planning, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.