0001792704-24-000003.txt : 20240503 0001792704-24-000003.hdr.sgml : 20240503 20240503122025 ACCESSION NUMBER: 0001792704-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240503 DATE AS OF CHANGE: 20240503 EFFECTIVENESS DATE: 20240503 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Briaud Financial Planning, Inc CENTRAL INDEX KEY: 0001800586 ORGANIZATION NAME: IRS NUMBER: 742620407 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19710 FILM NUMBER: 24911825 BUSINESS ADDRESS: STREET 1: 1611 CRESCENT POINTE PARKWAY CITY: COLLEGE STATION STATE: TX ZIP: 77845 BUSINESS PHONE: 9792609771 MAIL ADDRESS: STREET 1: 1611 CRESCENT POINTE PARKWAY CITY: COLLEGE STATION STATE: TX ZIP: 77845 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001800586 XXXXXXXX 03-31-2024 03-31-2024 Briaud Financial Planning, Inc
1611 CRESCENT POINTE PARKWAY COLLEGE STATION TX 77845
13F HOLDINGS REPORT 028-19710 N
Cindi Hill Filing Agent 6197955986 Cindi Hill San Diego CA 05-03-2024 0 127 175937 false
INFORMATION TABLE 2 briaud13fexport03312024.xml AMAZON COM INC COM 023135106 11 60 SH SOLE 60 0 0 ROLLINS INC COM 775711104 43 909 SH SOLE 909 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 143 322 SH SOLE 322 0 0 SEMPRA COM 816851109 71 980 SH SOLE 980 0 0 FOUR CORNERS PPTY TR INC COM 35086T109 5 167 SH SOLE 167 0 0 HECLA MNG CO COM 422704106 1 108 SH SOLE 108 0 0 EVOTEC AG SPONSORED ADS 30050E105 17 2160 SH SOLE 2160 0 0 ISHARES GOLD TR ISHARES NEW 464285204 5058 120390 SH SOLE 120390 0 0 JOHNSON & JOHNSON COM 478160104 167 1054 SH SOLE 1054 0 0 WASTE MGMT INC DEL COM 94106L109 125 585 SH SOLE 585 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 43821 168606 SH SOLE 168606 0 0 VANGUARD WORLD FD ENERGY ETF 92204A306 21 155 SH SOLE 155 0 0 NEXTDECADE CORP COM 65342K105 42 7224 SH SOLE 7224 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 1 50 SH SOLE 50 0 0 PROCTER AND GAMBLE CO COM 742718109 284 1749 SH SOLE 1749 0 0 COCA COLA CO COM 191216100 20 317 SH SOLE 317 0 0 GENERAL MLS INC COM 370334104 21 300 SH SOLE 300 0 0 OCCIDENTAL PETE CORP COM 674599105 29 441 SH SOLE 441 0 0 INTEL CORP COM 458140100 51 1134 SH SOLE 1134 0 0 BROOKFIELD BUSINESS PARTNERS UNIT LTD L P G16234109 1 21 SH SOLE 21 0 0 ISHARES SILVER TR ISHARES 46428Q109 319 14002 SH SOLE 14002 0 0 MERCK & CO INC COM 58933Y105 25 186 SH SOLE 186 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 322 615 SH SOLE 615 0 0 ILLINOIS TOOL WKS INC COM 452308109 30 110 SH SOLE 110 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 18102 253699 SH SOLE 253699 0 0 VANGUARD WORLD FD EXTENDED DUR 921910709 91 1176 SH SOLE 1176 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 86 899 SH SOLE 899 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 80 1887 SH SOLE 1887 0 0 FEDEX CORP COM 31428X106 34 117 SH SOLE 117 0 0 SHERWIN WILLIAMS CO COM 824348106 172 495 SH SOLE 495 0 0 PEPSICO INC COM 713448108 105 599 SH SOLE 599 0 0 RAMACO RES INC COM CL A 75134P600 52 3030 SH SOLE 3030 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 4 42 SH SOLE 42 0 0 FORD MTR CO DEL COM 345370860 3 200 SH SOLE 200 0 0 BP PLC SPONSORED ADR 055622104 40 1040 SH SOLE 1040 0 0 HOME DEPOT INC COM 437076102 41 106 SH SOLE 106 0 0 BAXTER INTL INC COM 071813109 22 500 SH SOLE 500 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 100 400 SH SOLE 400 0 0 SPDR GOLD TR GOLD SHS 78463V107 84768 412054 SH SOLE 412054 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 19 301 SH SOLE 301 0 0 TREX CO INC COM 89531P105 5 49 SH SOLE 49 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 64 684 SH SOLE 684 0 0 ABRDN PLATINUM ETF TRUST PHYSCL PLATM SHS 003260106 759 9080 SH SOLE 9080 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 576 1369 SH SOLE 1369 0 0 NEWMONT CORP COM 651639106 21 566 SH SOLE 566 0 0 MICROSOFT CORP COM 594918104 378 898 SH SOLE 898 0 0 VALERO ENERGY CORP COM 91913Y100 29 166 SH SOLE 166 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 10 1084 SH SOLE 1084 0 0 NEXTERA ENERGY INC COM 65339F101 46 710 SH SOLE 710 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 194 716 SH SOLE 716 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 42 983 SH SOLE 983 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 40 519 SH SOLE 519 0 0 BROOKFIELD CORP CL A LTD VT SH 11271J107 68 1624 SH SOLE 1624 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3 5 SH SOLE 5 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 1 100 SH SOLE 100 0 0 SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 94 4811 SH SOLE 4811 0 0 ELI LILLY & CO COM 532457108 114 146 SH SOLE 146 0 0 AIR PRODS & CHEMS INC COM 009158106 954 3935 SH SOLE 3935 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 22 351 SH SOLE 351 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 17 175 SH SOLE 175 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 25 415 SH SOLE 415 0 0 BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107 1 6 SH SOLE 6 0 0 AMERICAN ELEC PWR CO INC COM 025537101 25 288 SH SOLE 288 0 0 ENTERGY CORP NEW COM 29364G103 56 524 SH SOLE 524 0 0 VALARIS LTD *W EXP 04/29/202 G9460G119 1 9 SH SOLE 9 0 0 LUCID GROUP INC COM 549498103 7 2176 SH SOLE 2176 0 0 DUTCH BROS INC CL A 26701L100 4 100 SH SOLE 100 0 0 IAMGOLD CORP COM 450913108 4 1072 SH SOLE 1072 0 0 META PLATFORMS INC CL A 30303M102 1 1 SH SOLE 1 0 0 BNY MELLON STRATEGIC MUN BD COM 09662E109 6 874 SH SOLE 874 0 0 BROOKFIELD BUSINESS CORP CL A EXC SUB VTG 11259V106 1 10 SH SOLE 10 0 0 HALEON PLC SPON ADS 405552100 5 508 SH SOLE 508 0 0 METLIFE INC COM 59156R108 2 15 SH SOLE 15 0 0 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 18 408 SH SOLE 408 0 0 KINDER MORGAN INC DEL COM 49456B101 7 341 SH SOLE 341 0 0 ENBRIDGE INC COM 29250N105 3 59 SH SOLE 59 0 0 GENUINE PARTS CO COM 372460105 31 200 SH SOLE 200 0 0 ABBVIE INC COM 00287Y109 189 1037 SH SOLE 1037 0 0 ZOETIS INC CL A 98978V103 168 987 SH SOLE 987 0 0 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 1 300 SH SOLE 300 0 0 GENERAL DYNAMICS CORP COM 369550108 36 125 SH SOLE 125 0 0 MCDONALDS CORP COM 580135101 112 396 SH SOLE 396 0 0 CISCO SYS INC COM 17275R102 95 1900 SH SOLE 1900 0 0 AT&T INC COM 00206R102 89 5011 SH SOLE 5011 0 0 SABLE OFFSHORE CORP COM SHS 78574H104 22 1990 SH SOLE 1990 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 285 3018 SH SOLE 3018 0 0 GLOBAL X FDS GLB X MLP ENRG I 37954Y293 2 33 SH SOLE 33 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 182 1791 SH SOLE 1791 0 0 LGI HOMES INC COM 50187T106 12 100 SH SOLE 100 0 0 ISHARES TR CORE S&P500 ETF 464287200 1525 2900 SH SOLE 2900 0 0 ISHARES TR PFD AND INCM SEC 464288687 102 3158 SH SOLE 3158 0 0 DARDEN RESTAURANTS INC COM 237194105 57 337 SH SOLE 337 0 0 LOCKHEED MARTIN CORP COM 539830109 167 367 SH SOLE 367 0 0 JPMORGAN CHASE & CO COM 46625H100 41 200 SH SOLE 200 0 0 CHEVRON CORP NEW COM 166764100 77 487 SH SOLE 487 0 0 CONOCOPHILLIPS COM 20825C104 278 2183 SH SOLE 2183 0 0 FIRST FINL BANKSHARES INC COM 32020R109 193 5876 SH SOLE 5876 0 0 WALMART INC COM 931142103 132 2184 SH SOLE 2184 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 36 184 SH SOLE 184 0 0 ORACLE CORP COM 68389X105 16 125 SH SOLE 125 0 0 RTX CORPORATION COM 75513E101 16 156 SH SOLE 156 0 0 TEXAS INSTRS INC COM 882508104 28 160 SH SOLE 160 0 0 PFIZER INC COM 717081103 23 810 SH SOLE 810 0 0 3M CO COM 88579Y101 41 379 SH SOLE 379 0 0 CATERPILLAR INC COM 149123101 159 433 SH SOLE 433 0 0 AMGEN INC COM 031162100 29 100 SH SOLE 100 0 0 QIAGEN NV SHS NEW N72482149 33 745 SH SOLE 745 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 137 745 SH SOLE 745 0 0 ISHARES TR 20 YR TR BD ETF 464287432 705 7449 SH SOLE 7449 0 0 INVESCO DB US DLR INDEX TR BULLISH FD 46141D203 4 124 SH SOLE 124 0 0 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 2 63 SH SOLE 63 0 0 AMARIN CORP PLC SPONS ADR NEW 023111206 12 12612 SH SOLE 12612 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 62 1134 SH SOLE 1134 0 0 DOMINION ENERGY INC COM 25746U109 41 819 SH SOLE 819 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 16 125 SH SOLE 125 0 0 EXXON MOBIL CORP COM 30231G102 1422 12228 SH SOLE 12228 0 0 UNITEDHEALTH GROUP INC COM 91324P102 231 466 SH SOLE 466 0 0 LOWES COS INC COM 548661107 103 402 SH SOLE 402 0 0 DEERE & CO COM 244199105 28 68 SH SOLE 68 0 0 UNITI GROUP INC COM 91325V108 2 210 SH SOLE 210 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 41 623 SH SOLE 623 0 0 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 9145 659311 SH SOLE 659311 0 0 APPLE INC COM 037833100 936 5457 SH SOLE 5457 0 0 GSK PLC SPONSORED ADR 37733W204 18 406 SH SOLE 406 0 0 WEC ENERGY GROUP INC COM 92939U106 10 114 SH SOLE 114 0 0 ABBOTT LABS COM 002824100 54 469 SH SOLE 469 0 0 DISNEY WALT CO COM 254687106 841 6872 SH SOLE 6872 0 0