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  Name: Briaud Financial Planning Inc
  City: COLLEGE STATION
  State: TX
  Zip: 77845
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $175,937,000
  Total Value Change : $58,634,000
  Securities Held Change : 118
   
All Securities Held : 127
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 117
  Unchanged Positions : 1
  Decreased Positions : 5

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PDBC)1 Year Chart         PDBC Invesco Actively Managd ETF 4 New $14.06 $9,145,000 659,311 5.2% 9,145,000 659,311 0.073    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector 17 New $93.83 $285,000 3,018 0.16% 285,000 3,018 0    Closed - End Fund - E...
   (METC)1 Year Chart         METC Ramaco Resources Inc 54 New $12.95 $52,000 3,030 0.03% 52,000 3,030 0.007    N/A

      3 Records Found
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