Briggs Advisory Group

Briggs Advisory Group as of Dec. 31, 2022

Portfolio Holdings for Briggs Advisory Group

Briggs Advisory Group holds 54 positions in its portfolio as reported in the December 2022 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 $29M 75k 384.21
Ishares Tr Core S&p Ttl Stk (ITOT) 12.9 $20M 239k 84.80
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 11.5 $18M 243k 74.22
Ishares Tr Russell 2000 Etf (IWM) 6.8 $11M 61k 174.36
Ishares Tr Core Msci Intl (IDEV) 5.6 $8.8M 158k 55.98
Vanguard Index Fds Total Stk Mkt (VTI) 4.3 $6.7M 35k 191.19
Dimensional Etf Trust World Ex Us Core (DFAX) 3.9 $6.2M 287k 21.60
Ishares Core Msci Emkt (IEMG) 3.7 $5.9M 126k 46.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $4.5M 106k 41.97
Dimensional Etf Trust Internatnal Val (DFIV) 2.6 $4.0M 132k 30.40
Ishares Tr Core Msci Eafe (IEFA) 1.8 $2.8M 45k 61.64
American Express Company (AXP) 1.6 $2.6M 17k 147.75
Ameriprise Financial (AMP) 1.6 $2.5M 8.0k 311.37
Apple (AAPL) 1.6 $2.5M 19k 129.93
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.4 $2.2M 50k 43.95
Ishares Tr Core Msci Total (IXUS) 1.3 $2.1M 35k 57.88
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.2 $1.9M 80k 24.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $1.8M 47k 38.98
Ishares Tr Msci Eafe Etf (EFA) 1.0 $1.6M 25k 65.64
Harborone Bancorp Com New (HONE) 0.9 $1.4M 99k 13.90
Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $1.4M 9.0k 151.65
Ishares Tr Eafe Value Etf (EFV) 0.9 $1.4M 30k 45.88
Raytheon Technologies Corp (RTX) 0.9 $1.3M 13k 100.92
Ishares Tr Cohen Steer Reit (ICF) 0.8 $1.3M 24k 54.84
UnitedHealth (UNH) 0.7 $1.1M 2.2k 530.17
Microsoft Corporation (MSFT) 0.6 $957k 4.0k 239.84
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $919k 16k 58.50
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $919k 16k 58.48
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $855k 10k 82.48
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $774k 10k 74.51
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $765k 8.4k 91.31
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.5 $755k 33k 23.17
Bank of America Corporation (BAC) 0.5 $733k 22k 33.12
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $710k 4.9k 145.07
Pepsi (PEP) 0.4 $613k 3.4k 180.66
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $607k 11k 55.56
Ishares Tr National Mun Etf (MUB) 0.4 $563k 5.3k 105.52
At&t (T) 0.3 $539k 29k 18.41
Independent Bank (INDB) 0.3 $537k 6.4k 84.43
Dimensional Etf Trust Intl Small Cap V (DISV) 0.3 $521k 23k 22.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $428k 5.7k 75.28
Black Hills Corporation (BKH) 0.3 $398k 5.7k 70.34
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $369k 9.7k 37.90
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $366k 7.8k 46.71
Verizon Communications (VZ) 0.2 $364k 9.2k 39.40
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $354k 13k 27.02
Yum! Brands (YUM) 0.2 $336k 2.6k 128.08
Merck & Co (MRK) 0.2 $335k 3.0k 110.95
Wal-Mart Stores (WMT) 0.2 $313k 2.2k 141.81
Chevron Corporation (CVX) 0.2 $248k 1.4k 179.49
CVS Caremark Corporation (CVS) 0.1 $225k 2.4k 93.19
Nextera Energy (NEE) 0.1 $220k 2.6k 83.60
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $214k 3.2k 67.45
Palo Alto Networks (PANW) 0.1 $209k 1.5k 139.54