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Briaud Financial Planning Inc

Q2 2023 Holdings

Filed 2023-08-07 | 21 holdings | $331.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Conocophillips(COP)COM20825C104$226.0K2,18368.1%
Spdr Gold TR(GLD)GOLD SHS78463V107$73.4K411,58522.1%
Select Sector Spdr TR(XLU)SBI INT-UTILS81369Y886$9.0K138,2742.7%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$7.4K33,4352.2%
Ishares Gold TR(IAU)ISHARES NEW464285204$4.4K120,9941.3%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$1.4K10,9240.4%
Ishares TR(IVV)CORE S&P500 ETF464287200$1.3K2,9000.4%
Exxon Mobil Corp(XOM)COM30231G102$1.3K12,0190.4%
Select Sector Spdr TR(XLP)SBI CONS STPLS81369Y308$1.3K16,8650.4%
AIR Prods & Chems Inc(APD)COM009158106$1.1K3,8030.3%
Apple Inc(AAPL)COM037833100$1.1K5,6800.3%
Ishares TR(TLT)20 YR TR BD ETF464287432$1.0K9,8380.3%
Abrdn Platinum ETF Trust(PPLT)PHYSCL PLATM SHS003260106$7739,2420.2%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$4661,3690.1%
Ishares TR(SHY)1 3 YR TREAS BD464287457$3704,5660.1%
Microsoft Corp(MSFT)COM594918104$3349810.1%
Ishares Silver TR(SLV)ISHARES46428Q109$29214,0020.1%
Procter and Gamble Co(PG)COM742718109$2681,7660.1%
Unitedhealth Group Inc(UNH)COM91324P102$2344880.1%
Johnson & Johnson(JNJ)COM478160104$2051,2400.1%
Amarin Corp PLCSPONS ADR NEW023111206$1512,6120.0%