Briggs Advisory Group, INC. — Q3 2022 13F Holdings

Name: Briggs Advisory Group, INC. — 13F Holdings, Q3 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001906527

Total reported value

$174.7M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	20.39%	—	-0.00%
2	ITOT	Ishares Core S&p Total U.s.	ETF-Other	15.05%	—	+11.10%
3	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	12.56%	—	-3.63%
4	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	7.62%	—	-0.17%
5	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	5.02%	—	+22.75%
6	DFAX	Dimensional World Ex US Core	ETF-Other	4.49%	—	+8.94%
7	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	3.60%	—	+4.97%
8	DFIV	Dimensional International Va	ETF-Other	2.36%	—	+14.05%
9	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	2.31%	—	+53.13%
10	VEA	Vanguard Ftse Developed ETF	ETF-Other	2.20%	—	+46.18%
11	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	2.12%	—	-4.08%
12	DFAT	Dimensional US Target Value	ETF-Other	1.49%	—	+22.52%
13	AAPL	Apple INC	Stock-Tech	1.37%	—	+4.92%
14	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	1.28%	—	+108.36%
15	DFAC	Dimensional US Core Equity 2	ETF-Other	1.21%	—	+14.15%
16	EFA	Ishares Msci Eafe ETF	ETF-Other	1.15%	—	-3.32%
17	IXUS	Ishares Core Intl Stock ETF	ETF-Other	1.03%	—	-20.26%
18	1S4	Harborone Bancorp INC	Stock-Other	0.99%	—	+0.00%
19	IWD	Ishares Russell 1000 Value E	ETF-Other	0.92%	—	—
20	ICF	Ishares Select U.s. Reit ETF	ETF-Other	0.87%	—	-1.23%
21	EFV	Ishares Msci Eafe Value ETF	ETF-Other	0.87%	—	-5.48%
22	UNH	Unitedhealth Group INC	Stock-Healthcare	0.78%	—	-1.85%
23	RTX	Rtx CORP	Stock-Industrials	0.71%	—	-11.00%
24	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.68%	—	—
25	MSFT	Microsoft CORP	Stock-Tech	0.68%	—	+0.05%
26	VGIT	Vanguard Intermediate-term T	ETF-Other	0.62%	—	+39.86%
27	VNQ	Vanguard Real Estate ETF	ETF-Other	0.61%	—	—
28	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	0.60%	—	—
29	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.60%	—	+1900.00%
30	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.47%	—	—
31	BAC	Bank Of America CORP	Stock-Financials	0.47%	—	+0.01%
32	SCHG	Schwab US Large-cap Growth	ETF-Other	0.46%	—	—
33	PEP	Pepsico INC	Stock-Consumer Staples	0.42%	—	—
34	MUB	Ishares National Muni Bond E	ETF-Other	0.41%	—	—
35	INDB	Independent Bank Corp/ma	Stock-Other	0.36%	—	—
36	BKH	Black Hills CORP	Stock-Utilities	0.35%	—	—
37	T	At&t INC	Stock-Comm Services	0.34%	—	—
38	DISV	Dimensional International Sm	ETF-Other	0.32%	—	—
39	DFAU	Dimensional US Core Equity M	ETF-Other	0.31%	—	+61.88%
40	IVLU	Ishares Msci International V	ETF-Other	0.30%	—	+34.73%
41	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.29%	—	+3.68%
42	VZ	Verizon Communications INC	Stock-Comm Services	0.26%	—	—
43	VTIP	Vanguard Short-term Tips	ETF-Other	0.26%	—	+35.63%
44	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.24%	—	-43.67%
45	WMT	Walmart INC	Stock-Consumer Staples	0.21%	—	—
46	YUM	Yum! Brands INC	Stock-Consumer Disc	0.21%	—	—
47	NEE	Nextera Energy INC	Stock-Utilities	0.16%	—	—