$106 Thousand is the total value of Briaud Financial Planning, Inc's 20 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TRcore s&p500 etf | $1,192 | +7.0% | 2,900 | 0.0% | 1.13% | +25.1% | |
| PPLT | ABRDN PLATINUM ETF TRUST | $916 | -7.4% | 9,966 | 0.0% | 0.87% | +8.2% | |
| SHY | ISHARES TR1 3 yr treas bd | $375 | +1.4% | 4,566 | 0.0% | 0.36% | +18.7% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $329 | 0.0% | 1,066 | 0.0% | 0.31% | +16.9% | |
| SLV | ISHARES SILVER TRishares | $309 | +0.3% | 14,002 | 0.0% | 0.29% | +17.7% | |
| UNH | UNITEDHEALTH GROUP INC | $220 | -10.9% | 466 | 0.0% | 0.21% | +4.0% | |
| AMRN | AMARIN CORP PLCspons adr new | $18 | +20.0% | 12,612 | 0.0% | 0.02% | +41.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-05
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.