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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 : 2     View All Holdings Currently Viewing:  Closed 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
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 127 Closed $143.59 $0 0 0% -1,506,000 -11,040 0    Closed - End Fund - E...
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 128 Closed $77.62 $0 0 0% -1,164,000 -16,164 0    Closed - End Fund - E...

      2 Records Found
  1    
Page 1 of 1
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