IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Briaud Financial Planning Inc

Q1 2023 Holdings

Filed 2023-05-05 | 20 holdings | $321.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Conocophillips(COP)COM20825C104$216.0K2,18367.2%
Spdr Gold TR(GLD)GOLD SHS78463V107$74.4K406,11923.1%
Select Sector Spdr TR(XLU)SBI INT-UTILS81369Y886$9.4K138,7312.9%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$6.6K32,4952.1%
Ishares Gold TR(IAU)ISHARES NEW464285204$4.5K121,5281.4%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$1.4K10,7100.4%
Exxon Mobil Corp(XOM)COM30231G102$1.3K11,9610.4%
Select Sector Spdr TR(XLP)SBI CONS STPLS81369Y308$1.2K16,5270.4%
Ishares TR(IVV)CORE S&P500 ETF464287200$1.2K2,9000.4%
AIR Prods & Chems Inc(APD)COM009158106$1.1K3,7900.3%
Abrdn Platinum ETF Trust(PPLT)PHYSCL PLATM SHS003260106$9169,9660.3%
Apple Inc(AAPL)COM037833100$8625,2280.3%
Ishares TR(TLT)20 YR TR BD ETF464287432$7106,6860.2%
Ishares TR(SHY)1 3 YR TREAS BD464287457$3754,5660.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$3291,0660.1%
Ishares Silver TR(SLV)ISHARES46428Q109$30914,0020.1%
Microsoft Corp(MSFT)COM594918104$2548830.1%
Procter and Gamble Co(PG)COM742718109$2491,6760.1%
Unitedhealth Group Inc(UNH)COM91324P102$2204660.1%
Amarin Corp PLCSPONS ADR NEW023111206$1812,6120.0%