Briaud Financial Planning, Inc Top Holdings and 13F Report (2024) About Briaud Financial Planning, IncInvestment ActivityBriaud Financial Planning, Inc has $193.63 thousand in total holdings as of September 30, 2024.Briaud Financial Planning, Inc owns shares of 141 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 27.90% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Briaud Financial Planning, Inc has purchased 127 new stocks and bought additional shares in 15 stocks.Briaud Financial Planning, Inc sold shares of 14 stocks and completely divested from 16 stocks this quarter.Largest Holdings SPDR Gold Shares $62,083Vanguard Total Stock Market ETF $56,567Invesco QQQ $30,172Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $22,160iShares Gold Trust $5,313 Largest New Holdings this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $474 HoldingInvesco S&P 500 Equal Weight ETF $300 HoldingNuveen AMT-Free Quality Municipal Income Fund $96 HoldingSoundHound AI $92 HoldingShell $70 Holding Largest Purchases this Quarter Invesco QQQ 61,498 shares (about $30.01K)Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 990,733 shares (about $13.31K)Vanguard Total Stock Market ETF 31,179 shares (about $8.83K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 5,170 shares (about $474.00)Invesco S&P 500 Equal Weight ETF 1,676 shares (about $300.00) Largest Sales this Quarter SPDR Gold Shares 156,642 shares (about $38.07K)iShares Gold Trust 13,486 shares (about $670.24)Air Products and Chemicals 969 shares (about $289.13)McDonald's 206 shares (about $61.80)iShares Silver Trust 1,938 shares (about $54.94) Sector Allocation Over TimeMap of 500 Largest Holdings ofBriaud Financial Planning, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$62,083$38,075 ▼-38.0%255,41232.1%FinanceVTIVanguard Total Stock Market ETF$56,567$8,828 ▲18.5%199,78529.2%ETFQQQInvesco QQQ$30,172$30,015 ▲19,098.8%61,82015.6%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$22,160$13,305 ▲150.3%1,650,04411.4%ManufacturingIAUiShares Gold Trust$5,313$670 ▼-11.2%106,9042.7%FinanceIVViShares Core S&P 500 ETF$1,6720.0%2,9000.9%ETFXOMExxon Mobil$1,643$210 ▲14.7%14,0220.8%Oils/EnergyAAPLApple$1,504$233 ▲18.3%6,4560.8%Computer and TechnologyAPDAir Products and Chemicals$885$289 ▼-24.6%2,9660.5%Basic MaterialsPPLTAberdeen Standard Physical Platinum Shares ETF$8150.0%9,0800.4%ETFTLTiShares 20+ Year Treasury Bond ETF$732$0 ▼0.0%7,4480.4%ETFDISWalt Disney$670$10 ▲1.5%6,9720.3%Consumer DiscretionaryBRK.BBerkshire Hathaway$6300.0%1,3690.3%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$474$474 ▲New Holding5,1700.2%ETFMSFTMicrosoft$429$43 ▲11.0%9970.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3520.0%6150.2%FinanceSLViShares Silver Trust$342$55 ▼-13.8%12,0640.2%ETFPGProcter & Gamble$302$0 ▼-0.1%1,7480.2%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$300$300 ▲New Holding1,6760.2%ETFUNHUnitedHealth Group$2720.0%4660.1%MedicalXLEEnergy Select Sector SPDR Fund$2640.0%3,0180.1%ETFCOPConocoPhillips$2290.0%2,1830.1%Oils/EnergyFFINFirst Financial Bankshares$2170.0%5,8760.1%FinanceLMTLockheed Martin$2140.0%3670.1%AerospaceABBVAbbVie$2040.0%1,0370.1%MedicalJNJJohnson & Johnson$203$32 ▲18.9%1,2530.1%MedicalVHTVanguard Health Care ETF$2020.0%7160.1%ETFZTSZoetis$1920.0%9870.1%MedicalNOBLProShares S&P 500 Aristocrats ETF$1910.0%1,7910.1%ETFSHWSherwin-Williams$1880.0%4950.1%Basic MaterialsWMTWalmart$176$0 ▼0.0%2,1830.1%Retail/WholesaleCATCaterpillar$1690.0%4330.1%Industrial ProductsVIGVanguard Dividend Appreciation ETF$1470.0%7450.1%ETFLLYEli Lilly and Company$1290.0%1460.1%MedicalWMWaste Management$1210.0%5850.1%Business ServicesADPAutomatic Data Processing$1100.0%4000.1%Business ServicesLOWLowe's Companies$1080.0%4020.1%Retail/WholesaleTAT&T$107$2 ▼-2.1%4,9080.1%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$1040.0%3,1580.1%ETFSFNCSimmons First National$1030.0%4,8110.1%FinancePEPPepsiCo$1010.0%5990.1%Consumer StaplesCSCOCisco Systems$1010.0%1,9000.1%Computer and TechnologyNEANuveen AMT-Free Quality Municipal Income Fund$96$96 ▲New Holding8,0730.0%Financial ServicesEDVVanguard Extended Duration Treasury ETF$930.0%1,1760.0%ETFSOUNSoundHound AI$92$92 ▲New Holding19,8800.0%Computer and TechnologyBNBrookfield$860.0%1,6240.0%FinanceSRESempra$810.0%9800.0%UtilitiesBMYBristol-Myers Squibb$79$21 ▲35.4%1,5360.0%MedicalVZVerizon Communications$75$9 ▼-10.8%1,6830.0%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$710.0%6840.0%ETFCVXChevron$710.0%4870.0%Oils/EnergySHELShell$70$70 ▲New Holding1,0630.0%Oils/EnergyETREntergy$680.0%5240.0%UtilitiesIBMInternational Business Machines$62$22 ▲54.3%2840.0%Computer and TechnologyNEENextEra Energy$600.0%7100.0%UtilitiesMCDMcDonald's$57$62 ▼-52.0%1900.0%Retail/WholesaleVUGVanguard Growth ETF$57$57 ▲New Holding1500.0%ETFDRIDarden Restaurants$550.0%3370.0%Retail/WholesaleABTAbbott Laboratories$530.0%4690.0%MedicalMMM3M$510.0%3790.0%Multi-Sector ConglomeratesXLUUtilities Select Sector SPDR Fund$500.0%6230.0%ETFSABLE OFFSHORE CORP$470.0%1,9900.0%COM SHSDDominion Energy$470.0%8190.0%UtilitiesROLRollins$450.0%9090.0%ConstructionXLFFinancial Select Sector SPDR Fund$440.0%9830.0%ETFAEPAmerican Electric Power$44$15 ▲52.1%4380.0%UtilitiesMRVLMarvell Technology$43$43 ▲New Holding6000.0%Business ServicesJPMJPMorgan Chase & Co.$42$0 ▼-0.5%1990.0%FinanceHDHome Depot$420.0%1060.0%Retail/WholesaleCARRCarrier Global$41$8 ▲24.1%5150.0%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$410.0%5190.0%ETFGDGeneral Dynamics$370.0%1250.0%AerospaceADBEAdobe$36$36 ▲New Holding700.0%Computer and TechnologyMETCRamaco Resources$350.0%3,0300.0%Oils/EnergyVTVVanguard Value ETF$35$35 ▲New Holding2020.0%ETFNEXTNextDecade$340.0%7,2240.0%Oils/EnergyQIAGEN NV$330.0%7450.0%SHS NEWTXNTexas Instruments$330.0%1600.0%Computer and TechnologyAMGNAmgen$320.0%1000.0%MedicalBPBP$320.0%1,0400.0%Oils/EnergyFDXFedEx$320.0%1170.0%TransportationRTXRTX$31$12 ▲64.1%2560.0%AerospaceNEMNewmont$300.0%5660.0%Basic MaterialsITWIllinois Tool Works$280.0%1100.0%Industrial ProductsDEDeere & Company$280.0%680.0%Industrial ProductsGPCGenuine Parts$270.0%2000.0%Retail/WholesaleOXYOccidental Petroleum$25$3 ▲12.0%4940.0%Oils/EnergyQQQMInvesco NASDAQ 100 ETF$24$24 ▲New Holding1210.0%ETFPFEPfizer$230.0%8100.0%MedicalVXUSVanguard Total International Stock ETF$220.0%3510.0%ETFVLOValero Energy$220.0%1660.0%Oils/EnergyGISGeneral Mills$220.0%3000.0%Consumer StaplesKOCoca-Cola$22$0 ▼-0.3%3160.0%Consumer StaplesORCLOracle$210.0%1250.0%Computer and TechnologyMRKMerck & Co., Inc.$210.0%1860.0%MedicalSCHXSchwab US Large-Cap ETF$200.0%3010.0%ETFDUKDuke Energy$200.0%1750.0%UtilitiesBAMBrookfield Asset Management$190.0%4080.0%FinanceAWKAmerican Water Works$180.0%1250.0%UtilitiesBAXBaxter International$180.0%5000.0%MedicalShowing largest 100 holdings. 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