Briaud Financial Planning, Inc ETFs

Briaud Financial Planning, Inc

$254 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IJT Ishares S&P Small Cap 600 Grow	$0	$5,000 0.0% of portfolio	40	Q2 2025 New
RWK Invesco Exchange Traded Fd Tr	$0	$5,000 0.0% of portfolio	51	Q2 2025 New
TIP Ishares Tr Tips Bd ETF	$0	$5,000 0.0% of portfolio	47	Q2 2025 New
IMCB Ishares Morningstar Mid Cap Et	$0	$4,000 0.0% of portfolio	60	Q4 2024 New
STOT Spdr Doubleline Short Duration	$0	$4,000 0.0% of portfolio	99	Q2 2025 New
GBTC Grayscale Bitcoin Trust (Btc)	$66.3B	$4,000 0.0% of portfolio	50	Q4 2024 New
UUP Invesco Db Us Dollar Index Bullish Fund	$1.68B	$3,000 0.0% of portfolio	124	Q1 2024 New
PHDG Invesco Actively Mngd ETF Tr S	$0	$3,000 0.0% of portfolio	95	Q2 2025 New
LRGF Ishares Tr	$0	$3,000 0.0% of portfolio	51	Q2 2025 New
FQAL Fidelity Covington Tr Quality	$0	$3,000 0.0% of portfolio	54	Q2 2025 New
IBLC Ishares Tr Blockchain & Tech E	$0	$2,000 0.0% of portfolio	68	Q2 2025 New
AOR Ishares Tr Core Growth Allocat	$0	$2,000 0.0% of portfolio	47	Q2 2025 New
FDVV Fidelity High Dividend ETF	$0	$2,000 0.0% of portfolio	52	Q2 2025 New
GLDM World Gold Trust	$9.76B	$2,000 0.0% of portfolio	31	Q1 2025 New
IGM Ishares Expanded Tech Sector E	$0	$2,000 0.0% of portfolio	26	Q2 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$1,000 0.0% of portfolio	44	Q4 2024 New
XMLV Invesco ETF Tr Ii S&P Midcap L	$0	$1,000 0.0% of portfolio	23	Q2 2025 New
VYM Vanguard Whitehall Fds (Vangua	$0	$1,000 0.0% of portfolio	10	Q4 2024 New
FDEV Fidelity International Multifa	$0	$1,000 0.0% of portfolio	34	Q2 2025 New
FLDR Fidelity Merrimack Str Tr Low	$0	$1,000 0.0% of portfolio	20	Q2 2025 New
IGOV Ishares 1 3 International Trea	$0	$0 0.0% of portfolio	5	Q2 2025 New
JPIB Jpmorgan International Bond Op	$0	$0 0.0% of portfolio	11	Q2 2025 New
AOK Ishares Tr Core Conservative A	$0	$0 0.0% of portfolio	2	Q2 2025 New
TFLO Ishares Treasury Floating Rate	$0	$0 0.0% of portfolio	4	Q2 2025 New
FLTB Fidelity Merrimack Str Tr LTD	$0	$0 0.0% of portfolio	10	Q2 2025 New
USMV Ishares Msci Usa Min Vol Facto	$0	$0 0.0% of portfolio	2	Q2 2025 New
OMFL Invesco Exchange Traded Self I	$0	$0 0.0% of portfolio	17	Q2 2025 New
IQLT Ishares Msci Intl Quality Fact	$0	$0 0.0% of portfolio	13	Q2 2025 New

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