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Briggs Advisory Group

Latest statistics and disclosures from Briggs Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, ITOT, SLYV, IDEV, IWM, and represent 55.77% of Briggs Advisory Group's stock portfolio.
Added to shares of these 10 stocks: IDEV, ITOT, DFUS, AVDV, DFEM, DFAI, IEMG, DFAX, DISV, VGIT.
Started 4 new stock positions in AVDV, DFEM, DFUS, DFAI.
Reduced shares in these 10 stocks: VTI, HONE, IWM, AXP, DFAC, IVV, IVLU, SLYV, VWO, BSVO.
Briggs Advisory Group was a net buyer of stock by $3.7M.
Briggs Advisory Group has $175M in assets under management (AUM), dropping by -2.44%.
Central Index Key (CIK): 0001906527

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Positions held by Briggs Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Briggs Advisory Group

Briggs Advisory Group holds 60 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	18.4	$32M		75k	429.43	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	14.9	$26M	+4%	277k	94.19	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	9.7	$17M		234k	72.37	View chart
Ishares Tr Core Msci Intl (IDEV)	6.8	$12M	+12%	204k	58.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	6.0	$11M	-2%	59k	176.74	View chart
Ishares Core Msci Emkt (IEMG)	4.0	$7.0M	+4%	148k	47.59	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.0	$6.9M	+4%	307k	22.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.6	$6.3M	-12%	29k	212.41	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.8	$5.0M	+3%	152k	32.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.6	$4.6M		104k	43.72	View chart
Apple (AAPL)	2.5	$4.3M		25k	171.21	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.9	$3.4M	+4%	74k	45.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$2.8M		43k	64.35	View chart
Ameriprise Financial (AMP)	1.5	$2.6M		8.0k	329.68	View chart
American Express Company (AXP)	1.4	$2.4M	-6%	16k	149.19	View chart
Ishares Tr Core Msci Total (IXUS)	1.2	$2.0M		34k	59.99	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$2.0M	-5%	77k	26.20	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$1.8M	+4%	26k	68.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$1.5M	-5%	37k	39.21	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$1.4M		30k	48.93	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$1.4M		9.0k	151.82	View chart
Microsoft Corporation (MSFT)	0.7	$1.3M	-2%	4.0k	315.77	View chart
UnitedHealth (UNH)	0.6	$1.1M		2.2k	504.09	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$1.1M	+28%	19k	57.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.0M	-2%	15k	68.42	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.6	$1.0M		20k	50.16	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.6	$987k	NEW	21k	46.55	View chart
Raytheon Technologies Corp (RTX)	0.6	$978k		14k	71.97	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$889k	NEW	15k	57.85	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.5	$870k	+48%	37k	23.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$794k		11k	72.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$758k		10k	75.66	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$748k		8.4k	89.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$718k	-4%	4.7k	153.84	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$712k	-12%	28k	25.36	View chart
Bank of America Corporation (BAC)	0.3	$606k		22k	27.38	View chart
Pepsi (PEP)	0.3	$581k		3.4k	169.44	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$545k	+40%	7.3k	75.17	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$497k	-3%	4.8k	102.54	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$454k	NEW	20k	23.31	View chart
At&t (T)	0.2	$432k		29k	15.02	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$409k	+16%	8.6k	47.28	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$393k		13k	29.95	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.2	$387k	-18%	21k	18.27	View chart
Wal-Mart Stores (WMT)	0.2	$356k	-2%	2.2k	159.95	View chart
Palo Alto Networks (PANW)	0.2	$352k		1.5k	234.44	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$349k	NEW	13k	26.11	View chart
Yum! Brands (YUM)	0.2	$328k		2.6k	124.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$327k		2.5k	130.86	View chart
Merck & Co (MRK)	0.2	$322k	-2%	3.1k	102.96	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$315k	-17%	8.3k	37.95	View chart
Independent Bank (INDB)	0.2	$312k		6.4k	49.09	View chart
Verizon Communications (VZ)	0.2	$299k		9.2k	32.41	View chart
Black Hills Corporation (BKH)	0.2	$286k		5.7k	50.59	View chart
Harborone Bancorp Com New (HONE)	0.2	$275k	-70%	29k	9.52	View chart
Broadcom (AVGO)	0.1	$252k		303.00	830.58	View chart
Chevron Corporation (CVX)	0.1	$235k		1.4k	168.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$214k		500.00	427.48	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$208k	-9%	2.7k	77.95	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$201k		2.9k	69.25	View chart

Past Filings by Briggs Advisory Group

SEC 13F filings are viewable for Briggs Advisory Group going back to 2021

Briggs Advisory Group 2023 Q3 filed Oct. 27, 2023
Briggs Advisory Group 2023 Q2 filed July 24, 2023
Briggs Advisory Group 2023 Q1 filed May 5, 2023
Briggs Advisory Group 2022 Q4 filed Feb. 10, 2023
Briggs Advisory Group 2022 Q3 filed Nov. 1, 2022
Briggs Advisory Group 2022 Q2 filed July 22, 2022
Briggs Advisory Group 2022 Q1 filed April 14, 2022
Briggs Advisory Group 2021 Q4 filed Jan. 27, 2022

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