Briaud Financial Planning, Inc
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Briaud Financial Planning, Inc
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 45.34% | 172.925 M $ | 539110 | 2021/03/31 | -7.957 M $ | -4.31 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 22.37% | 85.325 M $ | 198343 | 2019/12/31 | 6.738 M $ | 8.58 % |
| 2026/03/31 | PDBC | INVESCO ACTVELY MNGD ETC FD | 12.75% | 48.620 M $ | 2807161 | 2024/03/31 | 11.271 M $ | 30.72 % |
| 2026/03/31 | SLV | ISHARES SILVER TR | 5.88% | 22.428 M $ | 329248 | 2022/03/31 | 2.333 M $ | 5.77 % |
| 2026/03/31 | PDBA | INVESCO ACTVELY MNGD ETC FD | 5.69% | 21.692 M $ | 594783 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IAU | ISHARES GOLD TR | 1.87% | 7.125 M $ | 80824 | 2021/06/30 | 567.762 K $ | 8.61 % |
| 2026/03/31 | IVV | ISHARES TR | 0.67% | 2.544 M $ | 3894 | 2019/12/31 | -123.429 K $ | -4.63 % |
| 2026/03/31 | AAPL | APPLE INC | 0.65% | 2.477 M $ | 9761 | 2019/12/31 | -185.018 K $ | -6.65 % |
| 2026/03/31 | ADI | ANALOG DEVICES INC | 0.52% | 1.977 M $ | 6215 | 2024/12/31 | 298.303 K $ | 17.31 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.43% | 1.631 M $ | 9615 | 2019/12/31 | 474.211 K $ | 40.98 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.41% | 1.581 M $ | 9064 | 2024/06/30 | -109.686 K $ | -6.49 % |
| 2026/03/31 | PPLT | ABRDN PLATINUM ETF TRUST | 0.31% | 1.185 M $ | 6650 | 2022/03/31 | -54.316 K $ | -4.40 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.27% | 1.022 M $ | 1572 | 2023/09/30 | -54.286 K $ | -4.63 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.25% | 971.277 K $ | 1056 | 2023/09/30 | -162.345 K $ | -14.41 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 0.25% | 952.796 K $ | 6433 | 2024/12/31 | 26.371 K $ | 3.19 % |
| 2026/03/31 | BIL | SPDR SERIES TRUST | 0.21% | 806.083 K $ | 8796 | 2024/06/30 | 1.595 K $ | 0.28 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.20% | 754.374 K $ | 1307 | 2023/09/30 | -2.243 M $ | -6.04 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.19% | 741.322 K $ | 1547 | 2020/12/31 | -35.386 K $ | -4.67 % |
| 2026/03/31 | APD | AIR PRODUCTS AND CHEMICALS I | 0.16% | 624.747 K $ | 2151 | 2019/12/31 | 89.635 K $ | 17.60 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.13% | 513.056 K $ | 1386 | 2020/06/30 | -157.241 K $ | -23.46 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.12% | 475.897 K $ | 2285 | 2023/09/30 | -51.526 K $ | -9.77 % |
| 2026/03/31 | ITA | ISHARES TR | 0.12% | 470.094 K $ | 2149 | 2025/03/31 | 8.343 K $ | 1.89 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 0.12% | 460.377 K $ | 1054 | 2024/06/30 | -53.827 K $ | -10.47 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.12% | 459.516 K $ | 1306 | 2023/09/30 | 32.392 K $ | 7.50 % |
| 2026/03/31 | EEM | ISHARES TR | 0.12% | 444.666 K $ | 7830 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TLT | ISHARES TR | 0.09% | 345.107 K $ | 3977 | 2023/03/31 | -1.869 K $ | -0.54 % |
| 2026/03/31 | XLE | SELECT SECTOR SPDR TR | 0.09% | 340.483 K $ | 5558 | 2024/03/31 | 91.984 K $ | 37.02 % |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 0.08% | 321.658 K $ | 1676 | 2024/09/30 | 603.000 $ | 0.19 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.08% | 300.906 K $ | 1231 | 2019/12/31 | 46.150 K $ | 18.12 % |
| 2026/03/31 | VV | VANGUARD INDEX FDS | 0.07% | 267.172 K $ | 894 | 2025/03/31 | -14.259 K $ | -5.07 % |
| 2026/03/31 | JBL | JABIL INC | 0.07% | 257.927 K $ | 971 | 2025/06/30 | 36.519 K $ | 16.49 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.06% | 245.797 K $ | 1188 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PFM | INVESCO EXCHANGE TRADED FD T | 0.06% | 233.694 K $ | 4574 | 2025/06/30 | -1.875 K $ | -0.80 % |
| 2026/03/31 | LMT | LOCKHEED MARTIN CORP | 0.06% | 221.811 K $ | 367 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.06% | 210.030 K $ | 714 | 2023/09/30 | -24.440 K $ | -8.71 % |
| 2026/03/31 | WMT | WALMART INC | 0.05% | 208.670 K $ | 1679 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.05% | 201.301 K $ | 1026 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | LOAN | MANHATTAN BRDG CAP INC | 0.01% | 21.006 K $ | 21006 | 2025/09/30 | -4.944 K $ | -20.00 % |
| 2026/03/31 | VHT | VANGUARD WORLD FD | 0.00% | 0.000 $ | 0 | 2023/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | MDY | SPDR S&P MIDCAP 400 ETF TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPLG | SPDR SERIES TRUST | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | SABR | SABRE CORP | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PG | PROCTER AND GAMBLE CO | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |