Briggs Advisory Group

Briggs Advisory Group as of Dec. 31, 2021

Portfolio Holdings for Briggs Advisory Group

Briggs Advisory Group holds 49 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 27.0 $40M 83k 476.99
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 16.2 $24M 281k 84.72
Ishares Tr Russell 2000 Etf (IWM) 9.6 $14M 64k 222.45
Ishares Tr Core S&p Ttl Stk (ITOT) 7.0 $10M 96k 106.98
Dimensional Etf Trust World Ex Us Core (DFAX) 5.7 $8.4M 320k 26.11
Ishares Core Msci Emkt (IEMG) 3.5 $5.1M 85k 59.86
Ishares Tr Core Msci Eafe (IEFA) 3.0 $4.4M 59k 74.65
Ishares Tr Core Msci Intl (IDEV) 2.6 $3.8M 56k 67.56
Dimensional Etf Trust Internatnal Val (DFIV) 1.8 $2.7M 82k 32.83
Ishares Tr Core Msci Total (IXUS) 1.7 $2.5M 36k 70.94
Ishares Tr Msci Eafe Etf (EFA) 1.5 $2.2M 28k 78.70
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.4 $2.1M 72k 28.96
Ishares Tr Cohen Steer Reit (ICF) 1.3 $1.9M 24k 76.06
Ishares Tr Eafe Value Etf (EFV) 1.2 $1.8M 35k 50.38
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $1.6M 42k 38.87
Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $1.5M 9.1k 167.90
Harborone Bancorp Com New (HONE) 1.0 $1.5M 99k 14.84
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $1.3M 16k 83.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $1.3M 11k 116.02
Ishares Tr Sp Smcp600vl Etf (IJS) 0.7 $1.1M 11k 104.53
UnitedHealth (UNH) 0.7 $971k 1.9k 502.07
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $966k 20k 47.51
Bank of America Corporation (BAC) 0.6 $922k 21k 44.49
Microsoft Corporation (MSFT) 0.6 $906k 2.7k 336.30
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $766k 4.9k 156.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $751k 4.6k 163.65
At&t (T) 0.5 $720k 29k 24.61
Raytheon Technologies Corp (RTX) 0.5 $699k 8.1k 86.08
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $652k 13k 48.86
Ishares Tr National Mun Etf (MUB) 0.4 $620k 5.3k 116.21
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $610k 2.5k 241.49
Pepsi (PEP) 0.4 $590k 3.4k 173.84
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $584k 9.4k 62.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $539k 11k 49.42
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $526k 2.1k 254.72
Independent Bank (INDB) 0.4 $518k 6.4k 81.47
Black Hills Corporation (BKH) 0.3 $484k 6.9k 70.50
Verizon Communications (VZ) 0.3 $483k 9.3k 51.99
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $421k 6.3k 66.54
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $376k 5.1k 73.04
Yum! Brands (YUM) 0.2 $365k 2.6k 139.05
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $340k 3.0k 114.13
Wal-Mart Stores (WMT) 0.2 $319k 2.2k 144.47
Apple (AAPL) 0.2 $293k 1.7k 177.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $287k 604.00 475.17
Alphabet Cap Stk Cl C (GOOG) 0.2 $284k 98.00 2897.96
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $263k 5.9k 44.77
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $253k 3.1k 80.78
Nextera Energy (NEE) 0.2 $246k 2.6k 93.32