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Home > Institutional Investor > Briaud Financial Planning, Inc > Profile

Instuitional Investor - Briaud Financial Planning, Inc

Fund Profile
Filing Period:
Fund Name: Briaud Financial Planning, Inc
Portfolio Value $251,663
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 306,507 $84,231 33.47%
2.
Spdr Gold Trust
 GLD 256,748 $73,973 29.39%
3.
Invesco Actvely Mngd Etc Fd
 2,509,479 $34,202 13.59%
4.
Invesco Qqq Tr
 60,814 $28,517 11.33%
5.
Ishares Trust
 IAU 106,846 $6,299 2.5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)