0001842974-23-000004.txt : 20231106
0001842974-23-000004.hdr.sgml : 20231106
20231103191014
ACCESSION NUMBER: 0001842974-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231106
DATE AS OF CHANGE: 20231103
EFFECTIVENESS DATE: 20231106
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Briaud Financial Planning, Inc
CENTRAL INDEX KEY: 0001800586
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: 231377789
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
false
false
0001800586
XXXXXXXX
09-30-2023
09-30-2023
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
11-03-2023
0
178
123468
false
INFORMATION TABLE
2
briaud13fexport09302023.xml
AMAZON COM INC
COM
023135106
17
140
SH
SOLE
140
0
0
ROLLINS INC
COM
775711104
98
2633
SH
SOLE
2633
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
115
322
SH
SOLE
322
0
0
STARBUCKS CORP
COM
855244109
2
28
SH
SOLE
28
0
0
SEMPRA
COM
816851109
66
980
SH
SOLE
980
0
0
FOUR CORNERS PPTY TR INC
COM
35086T109
3
167
SH
SOLE
167
0
0
HECLA MNG CO
COM
422704106
0
108
SH
SOLE
108
0
0
EVOTEC AG
SPONSORED ADS
30050E105
21
2160
SH
SOLE
2160
0
0
ISHARES GOLD TR
ISHARES NEW
464285204
4224
120722
SH
SOLE
120722
0
0
DOLLAR GEN CORP NEW
COM
256677105
2
20
SH
SOLE
20
0
0
JOHNSON & JOHNSON
COM
478160104
193
1240
SH
SOLE
1240
0
0
WASTE MGMT INC DEL
COM
94106L109
89
585
SH
SOLE
585
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
7170
33756
SH
SOLE
33756
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
19
155
SH
SOLE
155
0
0
NEXTDECADE CORP
COM
65342K105
36
7224
SH
SOLE
7224
0
0
BOSTON SCIENTIFIC CORP
COM
101137107
4
87
SH
SOLE
87
0
0
PETROLEO BRASILEIRO SA PETRO
SPONSORED ADR
71654V408
0
50
SH
SOLE
50
0
0
PROCTER AND GAMBLE CO
COM
742718109
257
1767
SH
SOLE
1767
0
0
COCA COLA CO
COM
191216100
17
316
SH
SOLE
316
0
0
GENERAL MLS INC
COM
370334104
19
300
SH
SOLE
300
0
0
OCCIDENTAL PETE CORP
COM
674599105
26
404
SH
SOLE
404
0
0
INTEL CORP
COM
458140100
40
1134
SH
SOLE
1134
0
0
MEDTRONIC PLC
SHS
G5960L103
1
24
SH
SOLE
24
0
0
BROOKFIELD BUSINESS PARTNERS
UNIT LTD L P
G16234109
0
21
SH
SOLE
21
0
0
ISHARES SILVER TR
ISHARES
46428Q109
284
14002
SH
SOLE
14002
0
0
MERCK & CO INC
COM
58933Y105
22
217
SH
SOLE
217
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
262
615
SH
SOLE
615
0
0
ILLINOIS TOOL WKS INC
COM
452308109
25
110
SH
SOLE
110
0
0
ISHARES INC
MSCI JPN ETF NEW
46434G822
15642
259455
SH
SOLE
259455
0
0
VANGUARD WORLD FD
EXTENDED DUR
921910709
82
1176
SH
SOLE
1176
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
86
1246
SH
SOLE
1246
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
62
1925
SH
SOLE
1925
0
0
FEDEX CORP
COM
31428X106
40
152
SH
SOLE
152
0
0
SHERWIN WILLIAMS CO
COM
824348106
126
495
SH
SOLE
495
0
0
PEPSICO INC
COM
713448108
104
616
SH
SOLE
616
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
3
42
SH
SOLE
42
0
0
KIMBERLY-CLARK CORP
COM
494368103
0
6
SH
SOLE
6
0
0
FORD MTR CO DEL
COM
345370860
2
200
SH
SOLE
200
0
0
BP PLC
SPONSORED ADR
055622104
40
1040
SH
SOLE
1040
0
0
HOME DEPOT INC
COM
437076102
41
137
SH
SOLE
137
0
0
BAXTER INTL INC
COM
071813109
27
722
SH
SOLE
722
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
96
400
SH
SOLE
400
0
0
DUPONT DE NEMOURS INC
COM
26614N102
2
28
SH
SOLE
28
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
1421
11040
SH
SOLE
11040
0
0
SPDR GOLD TR
GOLD SHS
78463V107
71768
418598
SH
SOLE
418598
0
0
SOUTHERN CO
COM
842587107
1
30
SH
SOLE
30
0
0
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
1
32
SH
SOLE
32
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
15
301
SH
SOLE
301
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
1112
16172
SH
SOLE
16172
0
0
TREX CO INC
COM
89531P105
3
49
SH
SOLE
49
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
49
684
SH
SOLE
684
0
0
ABRDN PLATINUM ETF TRUST
PHYSCL PLATM SHS
003260106
772
9242
SH
SOLE
9242
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
479
1369
SH
SOLE
1369
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
5
10
SH
SOLE
10
0
0
ALPHABET INC
CAP STK CL A
02079K305
20
160
SH
SOLE
160
0
0
HALLIBURTON CO
COM
406216101
1
36
SH
SOLE
36
0
0
NEWMONT CORP
COM
651639106
20
566
SH
SOLE
566
0
0
COMCAST CORP NEW
CL A
20030N101
5
128
SH
SOLE
128
0
0
MICROSOFT CORP
COM
594918104
309
981
SH
SOLE
981
0
0
VALERO ENERGY CORP
COM
91913Y100
23
166
SH
SOLE
166
0
0
WARNER BROS DISCOVERY INC
COM SER A
934423104
12
1126
SH
SOLE
1126
0
0
CANADIAN NAT RES LTD
COM
136385101
7
109
SH
SOLE
109
0
0
SCHLUMBERGER LTD
COM STK
806857108
2
41
SH
SOLE
41
0
0
CVS HEALTH CORP
COM
126650100
1
17
SH
SOLE
17
0
0
WORLD GOLD TR
SPDR GLD MINIS
98149E303
0
18
SH
SOLE
18
0
0
NEXTERA ENERGY INC
COM
65339F101
40
710
SH
SOLE
710
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
168
716
SH
SOLE
716
0
0
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
32
983
SH
SOLE
983
0
0
NORFOLK SOUTHN CORP
COM
655844108
3
18
SH
SOLE
18
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
33
519
SH
SOLE
519
0
0
BROOKFIELD CORP
CL A LTD VT SH
11271J107
50
1624
SH
SOLE
1624
0
0
STANLEY BLACK & DECKER INC
COM
854502101
0
7
SH
SOLE
7
0
0
DOW INC
COM
260557103
1
28
SH
SOLE
28
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1
5
SH
SOLE
5
0
0
SPROTT PHYSICAL SILVER TR
TR UNIT
85207K107
0
100
SH
SOLE
100
0
0
SIMMONS 1ST NATL CORP
CL A $1 PAR
828730200
81
4811
SH
SOLE
4811
0
0
CORTEVA INC
COM
22052L104
1
28
SH
SOLE
28
0
0
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
58
3830
SH
SOLE
3830
0
0
LILLY ELI & CO
COM
532457108
78
146
SH
SOLE
146
0
0
AIR PRODS & CHEMS INC
COM
009158106
1081
3817
SH
SOLE
3817
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
18
351
SH
SOLE
351
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
17
193
SH
SOLE
193
0
0
CARRIER GLOBAL CORPORATION
COM
14448C104
22
415
SH
SOLE
415
0
0
BROOKFIELD INFRASTRUCTURE CO
COM SB VTG SHS A
11275Q107
0
6
SH
SOLE
6
0
0
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
78
1331
SH
SOLE
1331
0
0
OCCIDENTAL PETE CORP
*W EXP 08/03/202
674599162
0
1
SH
SOLE
1
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
21
288
SH
SOLE
288
0
0
ENTERGY CORP NEW
COM
29364G103
48
524
SH
SOLE
524
0
0
VIATRIS INC
COM
92556V106
0
12
SH
SOLE
12
0
0
ISHARES INC
MSCI GBL MIN VOL
464286525
10
109
SH
SOLE
109
0
0
FLAME ACQUISITION CORP
COM CL A
33850F108
20
1990
SH
SOLE
1990
0
0
VALARIS LIMITED
*W EXP 04/29/202
G9460G119
0
9
SH
SOLE
9
0
0
ORGANON & CO
COMMON STOCK
68622V106
0
3
SH
SOLE
3
0
0
VISA INC
COM CL A
92826C839
8
37
SH
SOLE
37
0
0
LUCID GROUP INC
COM
549498103
12
2176
SH
SOLE
2176
0
0
DUTCH BROS INC
CL A
26701L100
2
100
SH
SOLE
100
0
0
IAMGOLD CORP
COM
450913108
2
1072
SH
SOLE
1072
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
6
42
SH
SOLE
42
0
0
META PLATFORMS INC
CL A
30303M102
14
48
SH
SOLE
48
0
0
BNY MELLON STRATEGIC MUN BD
COM
09662E109
4
874
SH
SOLE
874
0
0
ZIMVIE INC
COM
98888T107
0
2
SH
SOLE
2
0
0
BROOKFIELD BUSINESS CORP
CL A EXC SUB VTG
11259V106
0
10
SH
SOLE
10
0
0
ALPS ETF TR
SECTR DIV DOGS
00162Q858
47
1000
SH
SOLE
1000
0
0
HALEON PLC
SPON ADS
405552100
4
508
SH
SOLE
508
0
0
METLIFE INC
COM
59156R108
0
15
SH
SOLE
15
0
0
PIONEER NAT RES CO
COM
723787107
1
5
SH
SOLE
5
0
0
BROOKFIELD ASSET MANAGMT LTD
CL A LMT VTG SHS
113004105
13
408
SH
SOLE
408
0
0
KINDER MORGAN INC DEL
COM
49456B101
5
329
SH
SOLE
329
0
0
GE HEALTHCARE TECHNOLOGIES I
COMMON STOCK
36266G107
0
6
SH
SOLE
6
0
0
ENBRIDGE INC
COM
29250N105
1
59
SH
SOLE
59
0
0
HARBOR ETF TRUST
SCIENTIFIC HIGH
41151J109
37
875
SH
SOLE
875
0
0
GENUINE PARTS CO
COM
372460105
28
200
SH
SOLE
200
0
0
ABBVIE INC
COM
00287Y109
160
1078
SH
SOLE
1078
0
0
ZOETIS INC
CL A
98978V103
174
1004
SH
SOLE
1004
0
0
NORTHERN DYNASTY MINERALS LT
COM NEW
66510M204
0
300
SH
SOLE
300
0
0
JACOBS SOLUTIONS INC
COM
46982L108
2
15
SH
SOLE
15
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
2
20
SH
SOLE
20
0
0
T-MOBILE US INC
COM
872590104
2
21
SH
SOLE
21
0
0
GENERAL DYNAMICS CORP
COM
369550108
27
125
SH
SOLE
125
0
0
MCDONALDS CORP
COM
580135101
104
395
SH
SOLE
395
0
0
CISCO SYS INC
COM
17275R102
5
95
SH
SOLE
95
0
0
AT&T INC
COM
00206R102
78
5196
SH
SOLE
5196
0
0
GLOBAL X FDS
GLB X MLP ENRG I
37954Y293
1
32
SH
SOLE
32
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
2
20
SH
SOLE
20
0
0
CHARTER COMMUNICATIONS INC N
CL A
16119P108
4
10
SH
SOLE
10
0
0
PROSHARES TR
S&P 500 DV ARIST
74348A467
158
1791
SH
SOLE
1791
0
0
LGI HOMES INC
COM
50187T106
9
100
SH
SOLE
100
0
0
ISHARES TR
CORE S&P500 ETF
464287200
1245
2900
SH
SOLE
2900
0
0
WELLS FARGO CO NEW
COM
949746101
1
46
SH
SOLE
46
0
0
ISHARES TR
PFD AND INCM SEC
464288687
95
3158
SH
SOLE
3158
0
0
SALESFORCE INC
COM
79466L302
3
15
SH
SOLE
15
0
0
DARDEN RESTAURANTS INC
COM
237194105
48
337
SH
SOLE
337
0
0
SEAGEN INC
COM
81181C104
93
442
SH
SOLE
442
0
0
LOCKHEED MARTIN CORP
COM
539830109
150
367
SH
SOLE
367
0
0
JPMORGAN CHASE & CO
COM
46625H100
40
277
SH
SOLE
277
0
0
CHEVRON CORP NEW
COM
166764100
82
487
SH
SOLE
487
0
0
CONOCOPHILLIPS
COM
20825C104
261
2183
SH
SOLE
2183
0
0
BANK AMERICA CORP
COM
060505104
4
173
SH
SOLE
173
0
0
FIRST FINL BANKSHARES INC
COM
32020R109
147
5876
SH
SOLE
5876
0
0
WALMART INC
COM
931142103
116
727
SH
SOLE
727
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
31
224
SH
SOLE
224
0
0
ORACLE CORP
COM
68389X105
13
125
SH
SOLE
125
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
11
156
SH
SOLE
156
0
0
TEXAS INSTRS INC
COM
882508104
25
160
SH
SOLE
160
0
0
PFIZER INC
COM
717081103
30
912
SH
SOLE
912
0
0
3M CO
COM
88579Y101
35
379
SH
SOLE
379
0
0
CATERPILLAR INC
COM
149123101
118
433
SH
SOLE
433
0
0
AMGEN INC
COM
031162100
26
100
SH
SOLE
100
0
0
QIAGEN NV
SHS NEW
N72482123
31
769
SH
SOLE
769
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
115
745
SH
SOLE
745
0
0
ISHARES TR
20 YR TR BD ETF
464287432
660
7448
SH
SOLE
7448
0
0
SYNCHRONY FINANCIAL
COM
87165B103
2
77
SH
SOLE
77
0
0
INVESCO DB US DLR INDEX TR
BULLISH FD
46141D203
3
124
SH
SOLE
124
0
0
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
G16252101
1
63
SH
SOLE
63
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
1
22
SH
SOLE
22
0
0
AMARIN CORP PLC
SPONS ADR NEW
023111206
11
12612
SH
SOLE
12612
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
71
1240
SH
SOLE
1240
0
0
ALTRIA GROUP INC
COM
02209S103
1
46
SH
SOLE
46
0
0
DOMINION ENERGY INC
COM
25746U109
36
819
SH
SOLE
819
0
0
CITIGROUP INC
COM NEW
172967424
2
49
SH
SOLE
49
0
0
AMERICAN WTR WKS CO INC NEW
COM
030420103
15
125
SH
SOLE
125
0
0
EXXON MOBIL CORP
COM
30231G102
1413
12019
SH
SOLE
12019
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
246
488
SH
SOLE
488
0
0
LOWES COS INC
COM
548661107
83
402
SH
SOLE
402
0
0
ARK ETF TR
INNOVATION ETF
00214Q104
0
3
SH
SOLE
3
0
0
DEERE & CO
COM
244199105
25
68
SH
SOLE
68
0
0
UNITI GROUP INC
COM
91325V108
0
210
SH
SOLE
210
0
0
AMERICAN INTL GROUP INC
COM NEW
026874784
2
41
SH
SOLE
41
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
8017
136048
SH
SOLE
136048
0
0
WESTROCK CO
COM
96145D105
0
20
SH
SOLE
20
0
0
CROWN CASTLE INC
COM
22822V101
1
16
SH
SOLE
16
0
0
CARDINAL HEALTH INC
COM
14149Y108
1
16
SH
SOLE
16
0
0
APPLE INC
COM
037833100
972
5680
SH
SOLE
5680
0
0
GSK PLC
SPONSORED ADR
37733W204
14
406
SH
SOLE
406
0
0
WEC ENERGY GROUP INC
COM
92939U106
9
114
SH
SOLE
114
0
0
ABBOTT LABS
COM
002824100
48
500
SH
SOLE
500
0
0
DISNEY WALT CO
COM
254687106
942
11626
SH
SOLE
11626
0
0
MARSH & MCLENNAN COS INC
COM
571748102
8
44
SH
SOLE
44
0
0