Briggs Advisory Group

Briggs Advisory Group as of March 31, 2022

Portfolio Holdings for Briggs Advisory Group

Briggs Advisory Group holds 52 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.8 $37M 83k 453.68
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 15.2 $23M 275k 83.33
Ishares Tr Core S&p Ttl Stk (ITOT) 10.7 $16M 160k 100.94
Ishares Tr Russell 2000 Etf (IWM) 8.6 $13M 63k 205.26
Dimensional Etf Trust World Ex Us Core (DFAX) 5.1 $7.7M 310k 24.95
Ishares Core Msci Emkt (IEMG) 3.9 $5.8M 105k 55.55
Ishares Tr Core Msci Intl (IDEV) 3.9 $5.8M 91k 63.63
Ishares Tr Core Msci Eafe (IEFA) 2.7 $4.0M 58k 69.52
Dimensional Etf Trust Internatnal Val (DFIV) 2.4 $3.6M 108k 33.48
Ishares Tr Msci Eafe Etf (EFA) 1.4 $2.1M 28k 73.60
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.3 $1.9M 70k 27.58
Ishares Tr Core Msci Total (IXUS) 1.3 $1.9M 29k 66.57
Ishares Tr Cohen Steer Reit (ICF) 1.1 $1.6M 23k 71.02
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.1 $1.6M 35k 46.58
Ishares Tr Eafe Value Etf (EFV) 1.1 $1.6M 32k 50.26
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $1.6M 42k 36.72
Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $1.5M 9.1k 166.02
Harborone Bancorp Com New (HONE) 0.9 $1.4M 99k 14.02
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.2M 16k 76.36
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $1.1M 10k 108.42
Ishares Tr Sp Smcp600vl Etf (IJS) 0.7 $997k 9.7k 102.37
UnitedHealth (UNH) 0.7 $988k 1.9k 509.80
Bank of America Corporation (BAC) 0.6 $854k 21k 41.21
Microsoft Corporation (MSFT) 0.6 $831k 2.7k 308.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $814k 3.6k 227.76
Raytheon Technologies Corp (RTX) 0.5 $804k 8.1k 99.01
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $762k 4.9k 155.76
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $736k 16k 45.16
At&t (T) 0.5 $691k 29k 23.61
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $687k 9.2k 74.85
Ishares Tr National Mun Etf (MUB) 0.4 $585k 5.3k 109.65
Pepsi (PEP) 0.4 $568k 3.4k 167.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $540k 12k 46.09
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $538k 9.4k 57.17
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $530k 8.4k 62.89
Black Hills Corporation (BKH) 0.4 $529k 6.9k 77.06
Independent Bank (INDB) 0.3 $519k 6.4k 81.63
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $491k 2.1k 237.77
Verizon Communications (VZ) 0.3 $473k 9.3k 50.91
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $420k 8.8k 47.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $338k 4.3k 77.97
Wal-Mart Stores (WMT) 0.2 $329k 2.2k 149.00
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $327k 4.9k 66.25
Yum! Brands (YUM) 0.2 $311k 2.6k 118.48
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $304k 5.9k 51.24
Apple (AAPL) 0.2 $288k 1.7k 174.33
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $279k 2.6k 106.98
Alphabet Cap Stk Cl C (GOOG) 0.2 $274k 98.00 2795.92
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $247k 5.9k 42.04
Chevron Corporation (CVX) 0.2 $233k 1.4k 162.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $226k 500.00 452.00
Nextera Energy (NEE) 0.1 $223k 2.6k 84.60