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