Briaud Financial Planning, Inc recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
1611 CRESCENT POINTE PARKWAY COLLEGE STATION, TX 77845
As of the latest 13F report, the guru’s equity portfolio contained 24 stocks valued at a total of $124.00Mil. The top holdings were GLD(74.67%), XLU(8.23%), and VTI(5.01%).
According to GuruFocus data, these were Briaud Financial Planning, Inc’s top five trades of the quarter.
Utilities Select Sector SPDR ETF
During the quarter, Briaud Financial Planning, Inc bought 18,266 shares of ARCA:XLU for a total holding of 144,277. The trade had a 1.04% impact on the equity portfolio. During the quarter, the stock traded for an average price of $67.52.
On 02/15/2023, Utilities Select Sector SPDR ETF traded for a price of $67.83 per share and a market cap of $15.51Bil. The stock has returned 5.19% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Utilities Select Sector SPDR ETF has a price-earnings ratio of 22.43 and a price-book ratio of 2.15.
SPDR Gold Shares ETF
During the quarter, Briaud Financial Planning, Inc bought 7,443 shares of ARCA:GLD for a total holding of 543,822. The trade had a 1.02% impact on the equity portfolio. During the quarter, the stock traded for an average price of $161.08.
On 02/15/2023, SPDR Gold Shares ETF traded for a price of $172.61 per share and a market cap of $54.94Bil. The stock has returned -1.22% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Total International Bond ETF
The guru sold out of their 19,669-share investment in NAS:BNDX. Previously, the stock had a 0.84% weight in the equity portfolio. Shares traded for an average price of $47.84 during the quarter.
On 02/15/2023, Vanguard Total International Bond ETF traded for a price of $48.285 per share and a market cap of $47.12Bil. The stock has returned -7.93% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Total International Bond ETF has a price-earnings ratio of 5.39 and a price-book ratio of 1.74.
Consumer Staples Select Sector SPDR
During the quarter, Briaud Financial Planning, Inc bought 13,187 shares of ARCA:XLP for a total holding of 16,923. The trade had a 0.79% impact on the equity portfolio. During the quarter, the stock traded for an average price of $72.42.
On 02/15/2023, Consumer Staples Select Sector SPDR traded for a price of $73.13 per share and a market cap of $16.55Bil. The stock has returned 0.03% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Consumer Staples Select Sector SPDR has a price-earnings ratio of 25.10 and a price-book ratio of 5.36.
Vanguard Total Bond Market ETF
The guru sold out of their 7,008-share investment in NAS:BND. Previously, the stock had a 0.44% weight in the equity portfolio. Shares traded for an average price of $71.14 during the quarter.
On 02/15/2023, Vanguard Total Bond Market ETF traded for a price of $72.81999999999999 per share and a market cap of $87.28Bil. The stock has returned -8.09% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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