StockScan > Holders > Briaud Financial Planning

Briaud Financial Planning's Portfolio and 13F Filing

Value: $19.42M
CIK: 0001800586
Phone: 6197955986
Address: 1611 Crescent Pointe Parkway, College Station, TX (77845)
Latest 13F Filing: 2021-01-28
Briaud Financial Planning's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

 Current Value Percent
1 Vanguard Short-Term Bond ETF BSV $76.38 94,929

94,929

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 		$7,250,677 37.34%
2 Vanguard Utilities ETF VPU $156.62 N/A 27,995 $4,384,577 22.58%
3 Exxon Mobil Corporation XOM $118.67 11,733

11,733

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 		$1,392,355 7.17%
4 SPDR Select Sector Fund - Utili XLU $72.22 N/A 17,806 $1,285,949 6.62%
5 Air Products and Chemicals, Inc APD $266.21 4,024

4,024

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 		$1,071,229 5.52%
6 SPDR S&P 500 SPY $530.06 1,756

1,756

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 		$930,785 4.79%
7 Sherwin-Williams Company (The) SHW $309.42 1,957

1,957

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 		$605,535 3.12%
8 Berkshire Hathaway Inc BRK.B $413.00 966

966

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 		$398,958 2.05%
9 Microsoft Corporation MSFT $425.34 928

928

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 		$394,716 2.03%
10 Johnson & Johnson JNJ $151.27 2,585

2,585

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 		$391,033 2.01%
11 UnitedHealth Group Incorporated UNH $517.23 580

580

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 		$299,993 1.54%
12 iShares Core S&P 500 ETF IVV $532.75 375

375

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 		$199,781 1.03%
13 First Financial Bankshares, Inc FFIN $31.46 6,072

6,072

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 		$191,025 0.98%
14 Vanguard S&P 500 ETF VOO $487.17 344

344

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 		$167,586 0.86%
15 Verizon Communications Inc. VZ $40.12 N/A 3,620 $145,234 0.75%
16 AT&T Inc. T $17.52 N/A 8,150 $142,788 0.74%
17 SPDR Gold Trust GLD $224.56 178

178

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 		$39,972 0.21%
18 Amarin Corporation plc - Americ AMRN $0.88 36,092

36,092

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 		$31,757 0.16%
19 Zoetis Inc. Class A ZTS $174.39 166

166

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 		$28,949 0.15%
20 Apple Inc. AAPL $191.04 133

133

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 		$25,408 0.13%
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