BRIGGS ADVISORY GROUP, INC. 13F Holdings
CIK 0001906527 · LINCOLN, RI
As of Sep 30, 2023, BRIGGS ADVISORY GROUP, INC. reported 60 positions worth
CIK 0001906527 · LINCOLN, RI
As of Sep 30, 2023, BRIGGS ADVISORY GROUP, INC. reported 60 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 74,862 | $32.1M | 18.40% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 276,498 | $26.0M | 14.91% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 233,591 | 6.9M | 9.68% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 203,969 | 1.9M | 6.80% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 59,188 | 0.5M | 5.99% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 147,719 | $7.0M | 4.02% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 306,513 | $6.9M | 3.95% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 29,434 | $6.3M | 3.58% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 151,922 | $5.0M | 2.84% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 104,144 | $4.6M | 2.61% |
| APPLE INC | AAPL | Technology | 25,009 | $4.3M | 2.45% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 74,110 | $3.4M | 1.94% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 43,431 | $2.8M | 1.60% |
| AMERIPRISE FINANCIAL INC | AMP | Financial Services | 8,009 | $2.6M | 1.51% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 16,295 | $2.4M | 1.39% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 34,135 | $2.0M | 1.17% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 77,409 | $2.0M | 1.16% |
| ISHARES MSCI EAFE ETF | EFA | — | 26,307 | .8M | 1.04% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 37,427 | .5M | 0.84% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 29,507 | .4M | 0.83% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 8,952 | .4M | 0.78% |
| MICROSOFT CORP | MSFT | Technology | 4,031 | .3M | 0.73% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 2,195 | .1M | 0.63% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 18,834 | .1M | 0.62% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 15,308 | .0M | 0.60% |