$112 Million is the total value of Briaud Financial Planning, Inc's 28 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BNDX | New | Vanguard Total International Bond ETFtotal int bd etf | $944,000 | – | 19,669 | +100.0% | 0.84% | – |
BND | New | Vanguard Total Bond Market Index Fundtotal bnd mrkt | $494,000 | – | 7,008 | +100.0% | 0.44% | – |
ROL | New | ROLLINS INC COM | $347,000 | – | 8,311 | +100.0% | 0.31% | – |
COP | New | ConocoPhillips | $298,000 | – | 2,348 | +100.0% | 0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR GOLD TRUST | 16 | Q3 2023 | 79.7% |
ISHARES TR | 16 | Q3 2023 | 2.9% |
Air Products & Chemicals Inc | 16 | Q3 2023 | 2.1% |
Exxon Mobil Corp Com | 16 | Q3 2023 | 1.7% |
APPLE INC | 16 | Q3 2023 | 1.0% |
AMARIN CORP PLC | 16 | Q3 2023 | 0.8% |
Johnson & Johnson Com | 15 | Q3 2023 | 0.5% |
ISHARES TR | 14 | Q3 2023 | 20.7% |
SPDR S&P 500 ETF TR | 14 | Q3 2023 | 0.7% |
Berkshire Hathaway Inc Del Cl B New | 14 | Q3 2023 | 0.4% |
View Briaud Financial Planning, Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-03 |
13F-HR | 2022-02-08 |
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.