BRIAUD FINANCIAL PLANNING INC

PrivateCIK: 1800586
Location

COLLEGE STATION, TX

38
Positions
$381.38M
Total AUM (reported)
4.68M
Total Shares

Allocation by class

TOTAL AUM$381.38M38 positions
TOTAL STK MKT$172.93M45.3%
GOLD SHS$85.33M22.4%
OPTIMUM YIELD$48.62M12.7%
ISHARES$22.43M5.9%
AGRI CMDTY STRA$21.69M5.7%
COM$12.18M3.2%
ISHARES NEW$7.13M1.9%

Portfolio Concentration

Top 380.5%4–1015.7%11–253.0%Rest0.8%TOP 1096.2%0%100%
Top 3$306.87M80.5%
4–10$59.87M15.7%
11–25$11.46M3.0%
Rest$3.18M0.8%

Top 3 weight

80.5%

Top 10 weight

96.2%

Voting Authority Distribution

Total shares with voting rights: 4.68M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

4.68M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole38
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings38
Rows:

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares539.11K
TypeSH
Market value$172.93M
45.34%
Sole
0.00
Shared
0.00
None
539.11K

SPDR GOLD TR

SOLE
GOLD SHS
Shares198.34K
TypeSH
Market value$85.33M
22.37%
Sole
0.00
Shared
0.00
None
198.34K

INVESCO ACTVELY MNGD ETC FD

SOLE
OPTIMUM YIELD
Shares2.81M
TypeSH
Market value$48.62M
12.75%
Sole
0.00
Shared
0.00
None
2.81M

ISHARES SILVER TR

SOLE
ISHARES
Shares329.25K
TypeSH
Market value$22.43M
5.88%
Sole
0.00
Shared
0.00
None
329.25K

INVESCO ACTVELY MNGD ETC FD

SOLE
AGRI CMDTY STRA
Shares594.78K
TypeSH
Market value$21.69M
5.69%
Sole
0.00
Shared
0.00
None
594.78K

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares80.82K
TypeSH
Market value$7.13M
1.87%
Sole
0.00
Shared
0.00
None
80.82K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares3.89K
TypeSH
Market value$2.54M
0.67%
Sole
0.00
Shared
0.00
None
3.89K

APPLE INC

SOLE
COM
Shares9.76K
TypeSH
Market value$2.48M
0.65%
Sole
0.00
Shared
0.00
None
9.76K

ANALOG DEVICES INC

SOLE
COM
Shares6.21K
TypeSH
Market value$1.98M
0.52%
Sole
0.00
Shared
0.00
None
6.21K

EXXON MOBIL CORP

SOLE
COM
Shares9.62K
TypeSH
Market value$1.63M
0.43%
Sole
0.00
Shared
0.00
None
9.62K

NVIDIA CORPORATION

SOLE
COM
Shares9.06K
TypeSH
Market value$1.58M
0.41%
Sole
0.00
Shared
0.00
None
9.06K

ABRDN PLATINUM ETF TRUST

SOLE
PHYSCL PLATM SHS
Shares6.65K
TypeSH
Market value$1.19M
0.31%
Sole
0.00
Shared
0.00
None
6.65K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares1.57K
TypeSH
Market value$1.02M
0.27%
Sole
0.00
Shared
0.00
None
1.57K

ELI LILLY & CO

SOLE
COM
Shares1.06K
TypeSH
Market value$971.3K
0.25%
Sole
0.00
Shared
0.00
None
1.06K

VANGUARD WHITEHALL FDS

SOLE
HIGH DIV YLD
Shares6.43K
TypeSH
Market value$952.8K
0.25%
Sole
0.00
Shared
0.00
None
6.43K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares8.80K
TypeSH
Market value$806.1K
0.21%
Sole
0.00
Shared
0.00
None
8.80K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares1.31K
TypeSH
Market value$754.4K
0.20%
Sole
0.00
Shared
0.00
None
1.31K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares1.55K
TypeSH
Market value$741.3K
0.19%
Sole
0.00
Shared
0.00
None
1.55K

AIR PRODUCTS AND CHEMICALS I

SOLE
COM
Shares2.15K
TypeSH
Market value$624.7K
0.16%
Sole
0.00
Shared
0.00
None
2.15K

MICROSOFT CORP

SOLE
COM
Shares1.39K
TypeSH
Market value$513.1K
0.13%
Sole
0.00
Shared
0.00
None
1.39K

AMAZON COM INC

SOLE
COM
Shares2.29K
TypeSH
Market value$475.9K
0.12%
Sole
0.00
Shared
0.00
None
2.29K

ISHARES TR

SOLE
US AER DEF ETF
Shares2.15K
TypeSH
Market value$470.1K
0.12%
Sole
0.00
Shared
0.00
None
2.15K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares1.05K
TypeSH
Market value$460.4K
0.12%
Sole
0.00
Shared
0.00
None
1.05K

AMGEN INC

SOLE
COM
Shares1.31K
TypeSH
Market value$459.5K
0.12%
Sole
0.00
Shared
0.00
None
1.31K

ISHARES TR

SOLE
MSCI EMG MKT ETF
Shares7.83K
TypeSH
Market value$444.7K
0.12%
Sole
0.00
Shared
0.00
None
7.83K
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