$123 Thousand is the total value of Briaud Financial Planning, Inc's 178 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | $1,413 | +9.6% | 12,019 | 0.0% | 1.14% | -6.0% | |
| IVV | ISHARES TRcore s&p500 etf | $1,245 | -3.6% | 2,900 | 0.0% | 1.01% | -17.4% | |
| AAPL | APPLE INC | $972 | -11.7% | 5,680 | 0.0% | 0.79% | -24.3% | |
| PPLT | ABRDN PLATINUM ETF TRUST | $772 | -0.1% | 9,242 | 0.0% | 0.62% | -14.4% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $479 | +2.8% | 1,369 | 0.0% | 0.39% | -11.8% | |
| MSFT | MICROSOFT CORP | $309 | -7.5% | 981 | 0.0% | 0.25% | -20.6% | |
| SLV | ISHARES SILVER TRishares | $284 | -2.7% | 14,002 | 0.0% | 0.23% | -16.7% | |
| COP | CONOCOPHILLIPS | $261 | +15.5% | 2,183 | 0.0% | 0.21% | -0.9% | |
| UNH | UNITEDHEALTH GROUP INC | $246 | +5.1% | 488 | 0.0% | 0.20% | -10.0% | |
| JNJ | JOHNSON & JOHNSON | $193 | -5.9% | 1,240 | 0.0% | 0.16% | -19.6% | |
| AMRN | AMARIN CORP PLCspons adr new | $11 | -26.7% | 12,612 | 0.0% | 0.01% | -35.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
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.