StockDriftsStockDriftsTop 38 Briaud Financial Planning Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 45.34% | 539.1K | $172.9M | -2.03%(-11.16K) | $289.48(+23.32%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 22.37% | 198.3K | $85.3M | +0.02%(+39) | $173.32(+141.32%) | 2026-03-31 | |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 12.75% | 2.81M | $48.6M | +1.37%(+37.87K) | $13.52(+37.47%) | 2026-03-31 | |
| SLV | ISHARES SILVER TR | 5.88% | 329.2K | $22.4M | -47.50%(-297.85K) | $37.47(+75.91%) | 2026-03-31 | |
| PDBA | INVESCO ACTVELY MNGD ETC FD | 5.69% | 594.8K | $21.7M | new | $35.24(+7.39%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 1.87% | 80.8K | $7.1M | -0.49%(-401) | $34.48(+148.54%) | 2026-03-31 | |
| IVV | ISHARES TR | 0.67% | 3.9K | $2.5M | +0.10%(+4) | $439.07(+65.57%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.65% | 9.8K | $2.5M | -4.67%(-478) | $184.60(+53.95%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 0.52% | 6.2K | $2.0M | -2.20%(-140) | $221.32(+82.89%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 0.43% | 9.6K | $1.6M | +0.00%(+0) | $95.23(+62.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.06% | +68.77% |
| Top 20 Holdings Unweighted | +16.16% | +56.75% |
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