Holdings of Briaud Financial Planning Inc
37 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 96.2 % of the equity sleeve
Sector breakdown
- Technology 1.8 %
- Funds 0.8 %
- Health care 0.5 %
- Energy 0.4 %
- Financials 0.2 %
- Materials 0.2 %
- Consumer discretionary 0.1 %
- Industrials 0.1 %
- Consumer staples 0.1 %
- Unattributed 95.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 37 | 381.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard Total Stock Market ETF | 539,110 | 172.9M $ | |
| 2 | SPDR Gold Shares | 198,343 | 85.3M $ | |
| 3 | INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS | 2,807,161 | 48.6M $ | |
| 4 | iShares Silver Trust | 329,248 | 22.4M $ | |
| 5 | Invesco Agriculture Commodity | 594,783 | 21.7M $ | |
| 6 | Ishares Gold Trust | 80,824 | 7.1M $ | |
| 7 | iShares Core S&P 500 ETF | 3,894 | 2.5M $ | |
| 8 | Apple Inc | 9,761 | 2.5M $ | |
| 9 | Analog Devices Inc | 6,215 | 2M $ | |
| 10 | Exxon Mobil Corp | 9,615 | 1.6M $ | |
| 11 | NVIDIA Corp | 9,064 | 1.6M $ | |
| 12 | abrdn Platinum ETF Trust | 6,650 | 1.2M $ | |
| 13 | State Street SPDR S&P 500 ETF Trust | 1,572 | 1M $ | |
| 14 | Eli Lilly & Co | 1,056 | 971.3K $ | |
| 15 | Vanguard High Dividend Yield E | 6,433 | 952.8K $ | |
| 16 | SPDR Series Trust | 8,796 | 806.1K $ | |
| 17 | Invesco QQQ Trust Series 1 | 1,307 | 754.4K $ | |
| 18 | Berkshire Hathaway Inc | 1,547 | 741.3K $ | |
| 19 | Air Products and Chemicals Inc | 2,151 | 624.7K $ | |
| 20 | Microsoft Corp | 1,386 | 513.1K $ | |
| 21 | Amazon.com Inc | 2,285 | 475.9K $ | |
| 22 | iShares Trust | 2,149 | 470.1K $ | |
| 23 | Vanguard Growth ETF | 1,054 | 460.4K $ | |
| 24 | Amgen Inc | 1,306 | 459.5K $ | |
| 25 | iShares MSCI Emerging Markets ETF | 7,830 | 444.7K $ | |
| 26 | iShares Trust | 3,977 | 345.1K $ | |
| 27 | Select Sector Spdr Trust | 5,558 | 340.5K $ | |
| 28 | Invesco S&P 500 Equal Weight ETF | 1,676 | 321.7K $ | |
| 29 | Johnson & Johnson | 1,231 | 300.9K $ | |
| 30 | Vanguard Large-Cap ETF | 894 | 267.2K $ | |
| 31 | Jabil Inc | 971 | 257.9K $ | |
| 32 | Chevron Corp | 1,188 | 245.8K $ | |
| 33 | Lockheed Martin Corp | 367 | 221.8K $ | |
| 34 | JPMorgan Chase & Co | 714 | 210K $ | |
| 35 | Walmart Inc | 1,679 | 208.7K $ | |
| 36 | Vanguard Value ETF | 1,026 | 201.3K $ | |
| 37 | Manhattan Bridge Capital Inc | 21,006 | 21K $ | |