Briggs Advisory Group

Briggs Advisory Group as of March 31, 2023

Portfolio Holdings for Briggs Advisory Group

Briggs Advisory Group holds 56 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 18.3 $31M 75k 411.08
Ishares Tr Core S&p Ttl Stk (ITOT) 13.3 $23M 249k 90.55
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 10.9 $18M 241k 76.18
Ishares Tr Russell 2000 Etf (IWM) 6.5 $11M 61k 178.40
Ishares Tr Core Msci Intl (IDEV) 6.0 $10M 167k 60.47
Vanguard Index Fds Total Stk Mkt (VTI) 4.2 $7.1M 35k 204.10
Dimensional Etf Trust World Ex Us Core (DFAX) 4.0 $6.7M 291k 23.06
Ishares Core Msci Emkt (IEMG) 3.8 $6.4M 131k 48.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $4.8M 106k 45.17
Dimensional Etf Trust Internatnal Val (DFIV) 2.7 $4.5M 140k 32.23
Apple (AAPL) 2.3 $3.8M 23k 164.90
Ishares Tr Core Msci Eafe (IEFA) 1.7 $2.9M 43k 66.85
American Express Company (AXP) 1.7 $2.9M 17k 164.95
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.5 $2.6M 58k 44.50
Ameriprise Financial (AMP) 1.5 $2.5M 8.0k 306.50
Ishares Tr Core Msci Total (IXUS) 1.3 $2.2M 35k 61.95
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.2 $2.1M 82k 25.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $1.9M 47k 40.40
Ishares Tr Msci Eafe Etf (EFA) 1.1 $1.8M 25k 71.52
Ishares Tr Eafe Value Etf (EFV) 0.8 $1.4M 30k 48.53
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $1.4M 9.0k 152.26
Ishares Tr Cohen Steer Reit (ICF) 0.8 $1.3M 24k 55.54
Raytheon Technologies Corp (RTX) 0.8 $1.3M 13k 97.93
Harborone Bancorp Com New (HONE) 0.7 $1.2M 99k 12.20
Microsoft Corporation (MSFT) 0.7 $1.2M 4.0k 288.32
UnitedHealth (UNH) 0.6 $1.0M 2.2k 472.61
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.0M 16k 63.89
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $942k 16k 59.96
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $839k 10k 83.04
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.5 $808k 33k 24.79
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $784k 8.4k 93.59
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $769k 10k 74.06
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $742k 4.9k 151.76
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $712k 11k 65.17
Bank of America Corporation (BAC) 0.4 $633k 22k 28.60
Pepsi (PEP) 0.4 $619k 3.4k 182.30
Ishares Tr National Mun Etf (MUB) 0.3 $575k 5.3k 107.74
At&t (T) 0.3 $563k 29k 19.25
Dimensional Etf Trust Intl Small Cap V (DISV) 0.3 $523k 22k 23.80
Ea Series Trust Ea Bridgeway Omn (BSVO) 0.3 $489k 28k 17.53
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $435k 5.7k 76.49
Independent Bank (INDB) 0.2 $417k 6.4k 65.62
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $385k 9.7k 39.46
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $377k 13k 28.77
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $375k 7.8k 47.82
Verizon Communications (VZ) 0.2 $359k 9.2k 38.89
Black Hills Corporation (BKH) 0.2 $357k 5.7k 63.10
Yum! Brands (YUM) 0.2 $347k 2.6k 132.08
Wal-Mart Stores (WMT) 0.2 $326k 2.2k 147.47
Merck & Co (MRK) 0.2 $324k 3.0k 106.39
Palo Alto Networks (PANW) 0.2 $300k 1.5k 199.74
Alphabet Cap Stk Cl A (GOOGL) 0.1 $228k 2.2k 103.73
Chevron Corporation (CVX) 0.1 $225k 1.4k 163.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $205k 500.00 409.39
Nextera Energy (NEE) 0.1 $203k 2.6k 77.08
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $203k 2.9k 69.92