BRIAUD FINANCIAL PLANNING INC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 306,507 | +7,721 | +2.58% | $258.24 | 33.47% | 0.02% | 84,231,000 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 256,748 | -22 | -0.01% | $167.46 | 29.39% | 0.08% | 73,973,000 | 2025-03-31 | ||||||
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | 2,509,479 | -298,880 | -10.64% | $13.55 | 13.59% | 0.70% | 34,202,000 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 60,814 | -130 | -0.21% | $446.10 | 11.33% | 0.01% | 28,517,000 | 2025-03-31 | ||||||
| IAU | ISHARES GOLD TRUST | 106,846 | -826 | -0.77% | $34.24 | 2.50% | 0.01% | 6,299,000 | 2025-03-31 | ||||||
| AAPL | APPLE | 10,366 | +45 | +0.44% | $202.08 | 0.91% | 0.00% | 2,302,000 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 3,270 | +269 | +8.96% | $509.46 | 0.73% | 0.00% | 1,837,000 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 15,058 | 0 | 0.00% | $83.31 | 0.71% | 0.00% | 1,790,000 | 2025-03-31 | ||||||
| ADI | ANALOG DEVICES | 6,518 | 0 | 0.00% | $220.39 | 0.52% | 0.00% | 1,314,000 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 1,194 | 0 | 0.00% | $800.10 | 0.39% | 0.00% | 986,000 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 8,321 | +100 | +1.22% | $137.02 | 0.36% | 0.00% | 901,000 | 2025-03-31 | ||||||
| PPLT | ABRDN PLATINUM ETF TRUST | 8,955 | 0 | 0.00% | $85.54 | 0.33% | 0.00% | 818,000 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 1,469 | 0 | 0.00% | $398.40 | 0.31% | 0.00% | 782,000 | 2025-03-31 | ||||||
| TLT | ISHARES 20+ YEAR TREASURY BOND ETF | 7,518 | 0 | 0.00% | $140.05 | 0.27% | 0.00% | 680,000 | 2025-03-31 | ||||||
| APD | AIR PRODUCTS & CHEMICALS | 2,054 | -487 | -19.17% | $265.47 | 0.24% | 0.00% | 603,000 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 1,371 | 0 | 0.00% | $369.83 | 0.20% | 0.00% | 514,000 | 2025-03-31 | ||||||
| BIL | SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | 5,170 | 0 | 0.00% | $91.60 | 0.19% | 0.00% | 474,000 | 2025-03-31 | ||||||
| DIS | WALT DISNEY | 4,169 | 0 | 0.00% | $85.90 | 0.16% | 0.00% | 411,000 | 2025-03-31 | ||||||
| AMZN | AMAZON | 2,101 | 0 | 0.00% | $203.53 | 0.16% | 0.00% | 399,000 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 615 | 0 | 0.00% | $496.48 | 0.14% | 0.00% | 344,000 | 2025-03-31 | ||||||
| SLV | ISHARES SILVER TRUST | 11,081 | 0 | 0.00% | $22.33 | 0.14% | 0.00% | 343,000 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 812 | +662 | +441.33% | $391.12 | 0.12% | 0.00% | 301,000 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 1,748 | 0 | 0.00% | $154.53 | 0.12% | 0.00% | 297,000 | 2025-03-31 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 1,676 | 0 | 0.00% | $170.68 | 0.12% | 0.00% | 290,000 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 466 | 0 | 0.00% | $504.04 | 0.10% | 0.00% | 244,000 | 2025-03-31 | ||||||
| XLE | ENERGY SELECT SECTOR SPDR FUND | 2,470 | 0 | 0.00% | $46.61 | 0.09% | 0.00% | 230,000 | 2025-03-31 | ||||||
| VV | VANGUARD LARGE-CAP INDEX FUND | 894 | +894 | Open | $269.16 | 0.09% | 0.00% | 229,000 | 2025-03-31 | ||||||
| COP | CONOCOPHILLIPS | 2,183 | 0 | 0.00% | $114.07 | 0.09% | 0.00% | 229,000 | 2025-03-31 | ||||||
| WMT | WALMART | 2,516 | 0 | 0.00% | $61.32 | 0.09% | 0.00% | 220,000 | 2025-03-31 | ||||||
| ELV | ELEVANCE HEALTH | 501 | 0 | 0.00% | $416.45 | 0.09% | 0.00% | 217,000 | 2025-03-31 | ||||||
| FFIN | FIRST FINANCIAL BANKSHARES | 5,876 | 0 | 0.00% | $30.64 | 0.08% | 0.00% | 211,000 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 1,253 | 0 | 0.00% | $158.14 | 0.08% | 0.00% | 207,000 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 937 | 0 | 0.00% | $157.72 | 0.08% | 0.00% | 196,000 | 2025-03-31 | ||||||
| VHT | VANGUARD HEALTH CARE INDEX FUND | 716 | 0 | 0.00% | $261.84 | 0.08% | 0.00% | 189,000 | 2025-03-31 | ||||||
| AMGN | AMGEN | 606 | +506 | +506.00% | $294.57 | 0.07% | 0.00% | 188,000 | 2025-03-31 | ||||||
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 1,791 | 0 | 0.00% | $95.93 | 0.07% | 0.00% | 183,000 | 2025-03-31 | ||||||
| V | VISA | 515 | 0 | 0.00% | $301.37 | 0.07% | 0.00% | 180,000 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 1,026 | +824 | +407.92% | $171.26 | 0.07% | 0.00% | 177,000 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 704 | 0 | 0.00% | $217.80 | 0.07% | 0.00% | 172,000 | 2025-03-31 | ||||||
| LMT | LOCKHEED MARTIN | 377 | +10 | +2.72% | $437.93 | 0.07% | 0.00% | 168,000 | 2025-03-31 | ||||||
| SHW | SHERWIN WILLIAMS | 473 | -22 | -4.44% | $250.91 | 0.07% | 0.00% | 165,000 | 2025-03-31 | ||||||
| ZTS | ZOETIS | 987 | 0 | 0.00% | $185.00 | 0.06% | 0.00% | 162,000 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 2,785 | +2,785 | Open | $61.88 | 0.06% | 0.00% | 162,000 | 2025-03-31 | ||||||
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 786 | 0 | 0.00% | $175.90 | 0.06% | 0.00% | 152,000 | 2025-03-31 | ||||||
| CSCO | CISCO SYSTEMS | 2,429 | 0 | 0.00% | $51.43 | 0.06% | 0.00% | 149,000 | 2025-03-31 | ||||||
| CAT | CATERPILLAR | 446 | 0 | 0.00% | $319.37 | 0.06% | 0.00% | 147,000 | 2025-03-31 | ||||||
| T | AT&T | 4,908 | 0 | 0.00% | $14.93 | 0.05% | 0.00% | 138,000 | 2025-03-31 | ||||||
| WM | WASTE MANAGEMENT | 585 | 0 | 0.00% | $196.63 | 0.05% | 0.00% | 135,000 | 2025-03-31 | ||||||
| ADP | AUTOMATIC DATA PROCESSING | 400 | 0 | 0.00% | $244.07 | 0.05% | 0.00% | 122,000 | 2025-03-31 | ||||||
| SFNC | SIMMONS FIRST NATIONAL | 4,811 | 0 | 0.00% | $18.93 | 0.04% | 0.00% | 98,000 | 2025-03-31 | ||||||