Briggs Advisory Group

Briggs Advisory Group as of June 30, 2023

Portfolio Holdings for Briggs Advisory Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 18.7 $34M 75k 445.71
Ishares Tr Core S&p Ttl Stk (ITOT) 14.5 $26M 265k 97.84
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 10.1 $18M 235k 77.19
Ishares Tr Russell 2000 Etf (IWM) 6.4 $11M 61k 187.27
Ishares Tr Core Msci Intl (IDEV) 6.2 $11M 182k 61.12
Vanguard Index Fds Total Stk Mkt (VTI) 4.1 $7.4M 34k 220.28
Ishares Core Msci Emkt (IEMG) 3.9 $7.0M 141k 49.29
Dimensional Etf Trust World Ex Us Core (DFAX) 3.8 $6.8M 294k 23.31
Apple (AAPL) 2.8 $4.9M 26k 193.97
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.7 $4.8M 105k 46.18
Dimensional Etf Trust Internatnal Val (DFIV) 2.7 $4.8M 147k 32.85
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.8 $3.3M 71k 46.39
American Express Company (AXP) 1.7 $3.0M 17k 174.20
Ishares Tr Core Msci Eafe (IEFA) 1.7 $3.0M 44k 67.50
Ameriprise Financial (AMP) 1.5 $2.7M 8.0k 332.16
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.2 $2.2M 82k 27.15
Ishares Tr Core Msci Total (IXUS) 1.2 $2.1M 34k 62.62
Ishares Tr Msci Eafe Etf (EFA) 1.0 $1.8M 25k 72.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $1.6M 40k 40.68
Ishares Tr Eafe Value Etf (EFV) 0.8 $1.4M 30k 48.94
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $1.4M 9.0k 157.83
Microsoft Corporation (MSFT) 0.8 $1.4M 4.1k 340.56
Raytheon Technologies Corp (RTX) 0.7 $1.3M 14k 97.96
Ishares Tr Cohen Steer Reit (ICF) 0.6 $1.1M 20k 55.57
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.1M 16k 70.48
UnitedHealth (UNH) 0.6 $1.1M 2.2k 480.61
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.5 $860k 15k 58.66
Harborone Bancorp Com New (HONE) 0.5 $858k 99k 8.68
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $845k 10k 83.56
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.5 $821k 32k 25.45
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $819k 11k 74.95
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $797k 8.4k 95.09
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $789k 4.9k 161.19
Pepsi (PEP) 0.4 $635k 3.4k 185.22
Bank of America Corporation (BAC) 0.4 $635k 22k 28.69
Dimensional Etf Trust Intl Small Cap V (DISV) 0.3 $581k 25k 23.65
Ishares Tr National Mun Etf (MUB) 0.3 $537k 5.0k 106.73
At&t (T) 0.3 $464k 29k 15.95
Ea Series Trust Ea Bridgeway Omn (BSVO) 0.3 $463k 26k 17.83
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $406k 13k 30.99
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $396k 10k 39.56
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $389k 5.2k 75.57
Palo Alto Networks (PANW) 0.2 $383k 1.5k 255.51
Merck & Co (MRK) 0.2 $372k 3.2k 115.39
Yum! Brands (YUM) 0.2 $364k 2.6k 138.55
Wal-Mart Stores (WMT) 0.2 $358k 2.3k 157.20
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $351k 7.4k 47.42
Verizon Communications (VZ) 0.2 $344k 9.2k 37.19
Black Hills Corporation (BKH) 0.2 $341k 5.7k 60.26
Alphabet Cap Stk Cl A (GOOGL) 0.2 $299k 2.5k 119.70
Independent Bank (INDB) 0.2 $283k 6.4k 44.51
Broadcom (AVGO) 0.1 $263k 303.00 867.43
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $230k 3.0k 77.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $222k 500.00 443.28
Chevron Corporation (CVX) 0.1 $219k 1.4k 157.29
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $212k 2.9k 73.03