Briggs Advisory Group

Briggs Advisory Group as of June 30, 2022

Portfolio Holdings for Briggs Advisory Group

Briggs Advisory Group holds 51 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.0 $29M 76k 379.15
Ishares Tr Core S&p Ttl Stk (ITOT) 13.9 $19M 227k 83.78
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 13.7 $19M 259k 72.41
Ishares Tr Russell 2000 Etf (IWM) 7.6 $10M 62k 169.37
Dimensional Etf Trust World Ex Us Core (DFAX) 4.6 $6.2M 291k 21.44
Ishares Tr Core Msci Intl (IDEV) 4.4 $6.1M 113k 53.74
Ishares Core Msci Emkt (IEMG) 3.8 $5.2M 106k 49.06
Ishares Tr Core Msci Eafe (IEFA) 2.4 $3.3M 56k 58.84
Dimensional Etf Trust Internatnal Val (DFIV) 2.3 $3.1M 107k 28.89
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 1.6 $2.3M 55k 40.80
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $2.1M 11k 188.62
Ishares Tr Core Msci Total (IXUS) 1.4 $1.9M 34k 57.04
Ishares Tr Msci Eafe Etf (EFA) 1.3 $1.8M 28k 62.49
Apple (AAPL) 1.3 $1.7M 13k 136.72
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.2 $1.7M 42k 40.22
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $1.5M 63k 23.29
Ishares Tr Eafe Value Etf (EFV) 1.0 $1.4M 32k 43.40
Harborone Bancorp Com New (HONE) 1.0 $1.4M 99k 13.79
Ishares Tr Cohen Steer Reit (ICF) 1.0 $1.3M 22k 60.75
Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $1.3M 9.1k 144.94
Raytheon Technologies Corp (RTX) 0.9 $1.2M 13k 96.10
UnitedHealth (UNH) 0.8 $1.1M 2.1k 513.50
Microsoft Corporation (MSFT) 0.7 $1000k 3.9k 256.94
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $948k 16k 60.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $936k 23k 41.66
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $921k 10k 91.07
Alphabet Cap Stk Cl A (GOOGL) 0.7 $909k 417.00 2179.86
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $865k 9.7k 89.00
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $672k 4.9k 137.37
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $660k 16k 40.13
Bank of America Corporation (BAC) 0.5 $645k 21k 31.12
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $633k 11k 57.95
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.5 $620k 10k 61.12
At&t (T) 0.4 $613k 29k 20.95
Ishares Tr National Mun Etf (MUB) 0.4 $567k 5.3k 106.28
Pepsi (PEP) 0.4 $566k 3.4k 166.76
Independent Bank (INDB) 0.4 $505k 6.4k 79.43
Black Hills Corporation (BKH) 0.4 $500k 6.9k 72.83
Verizon Communications (VZ) 0.3 $469k 9.2k 50.77
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $382k 5.0k 76.78
Merck & Co (MRK) 0.3 $366k 4.0k 91.29
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.2 $336k 15k 22.15
Yum! Brands (YUM) 0.2 $298k 2.6k 113.52
CVS Caremark Corporation (CVS) 0.2 $294k 3.2k 92.51
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $268k 5.3k 50.18
Wal-Mart Stores (WMT) 0.2 $268k 2.2k 121.38
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $267k 10k 26.40
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $236k 4.3k 54.60
Chevron Corporation (CVX) 0.2 $225k 1.6k 144.79
Alphabet Cap Stk Cl C (GOOG) 0.2 $214k 98.00 2183.67
Nextera Energy (NEE) 0.1 $204k 2.6k 77.39