Briggs Advisory Group

Briggs Advisory Group as of Sept. 30, 2022

Portfolio Holdings for Briggs Advisory Group

Briggs Advisory Group holds 47 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 20.4 $27M 76k 358.65
Ishares Tr Core S&p Ttl Stk (ITOT) 15.0 $20M 252k 79.54
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 12.6 $17M 249k 67.14
Ishares Tr Russell 2000 Etf (IWM) 7.6 $10M 62k 164.92
Ishares Tr Core Msci Intl (IDEV) 5.0 $6.7M 138k 48.31
Dimensional Etf Trust World Ex Us Core (DFAX) 4.5 $6.0M 317k 18.89
Ishares Core Msci Emkt (IEMG) 3.6 $4.8M 112k 42.98
Dimensional Etf Trust Internatnal Val (DFIV) 2.4 $3.1M 122k 25.76
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $3.1M 17k 179.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $2.9M 81k 36.35
Ishares Tr Core Msci Eafe (IEFA) 2.1 $2.8M 54k 52.68
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.5 $2.0M 51k 38.97
Apple (AAPL) 1.4 $1.8M 13k 138.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $1.7M 47k 36.48
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.2 $1.6M 72k 22.25
Ishares Tr Msci Eafe Etf (EFA) 1.1 $1.5M 27k 56.00
Ishares Tr Core Msci Total (IXUS) 1.0 $1.4M 27k 50.93
Harborone Bancorp Com New (HONE) 1.0 $1.3M 99k 13.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $1.2M 9.1k 136.00
Ishares Tr Cohen Steer Reit (ICF) 0.9 $1.2M 22k 53.65
Ishares Tr Eafe Value Etf (EFV) 0.9 $1.2M 30k 38.53
UnitedHealth (UNH) 0.8 $1.0M 2.1k 504.83
Raytheon Technologies Corp (RTX) 0.7 $947k 12k 81.87
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $909k 16k 57.84
Microsoft Corporation (MSFT) 0.7 $907k 3.9k 232.92
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $827k 14k 58.29
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $811k 10k 80.19
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $801k 9.7k 82.42
Alphabet Cap Stk Cl A (GOOGL) 0.6 $798k 8.3k 95.68
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $629k 4.9k 128.58
Bank of America Corporation (BAC) 0.5 $626k 21k 30.20
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $610k 11k 55.84
Pepsi (PEP) 0.4 $554k 3.4k 163.23
Ishares Tr National Mun Etf (MUB) 0.4 $547k 5.3k 102.53
Independent Bank (INDB) 0.4 $474k 6.4k 74.55
Black Hills Corporation (BKH) 0.3 $465k 6.9k 67.73
At&t (T) 0.3 $449k 29k 15.34
Dimensional Etf Trust Intl Small Cap V (DISV) 0.3 $426k 23k 18.55
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $412k 16k 25.16
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.3 $404k 20k 19.77
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $386k 5.2k 74.84
Verizon Communications (VZ) 0.3 $351k 9.2k 38.00
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $349k 7.2k 48.18
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $323k 9.3k 34.87
Wal-Mart Stores (WMT) 0.2 $286k 2.2k 129.53
Yum! Brands (YUM) 0.2 $279k 2.6k 106.29
Nextera Energy (NEE) 0.2 $207k 2.6k 78.53