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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 $117,303
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 421,249 $80,530 68.65%
2.
Ishares Inc
 254,288 $16,310 13.9%
3.
Vanguard Index Fds
 44,095 $10,460 8.91%
4.
Ishares Trust
 IAU 120,535 $4,704 4.01%
5.
Sector Spdr Trust
 XLB 11,040 $1,506 1.28%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)