BRIGGS ADVISORY GROUP, INC.

LINCOLN, RI · CIK 1906527 · 13F filing filed 2023-10-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLincoln, RI

$174.7m reported value -2.4% vs Q2 2023

60positions

72.8%in top 10

4 new 12 added 26 reduced 0 sold out vs Q2 2023

Holdings, Q3 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	74,862	$32.1m18.40%	18.40%	Reduced -288	-288 -0.4%
2	ISHARES TR CORE S&P TTL STK ITOT	ITOT	276,498	$26.0m14.91%	14.91%	Added +11.4k	+11,362 4.3%
3	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	233,591	$16.9m9.68%	9.68%	Reduced -1.3k	-1,257 -0.5%
4	ISHARES TR CORE MSCI INTL IDEV	IDEV	203,969	$11.9m6.80%	6.80%	Added +21.9k	+21,914 12.0%
5	ISHARES TR RUSSELL 2000 ETF IWM	IWM	59,188	$10.5m5.99%	5.99%	Reduced -1.7k	-1,740 -2.9%
6	ISHARES INC CORE MSCI EMKT IEMG	IEMG	147,719	$7.0m4.02%	4.02%	Added +6.5k	+6,519 4.6%
7	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	306,513	$6.9m3.95%	3.95%	Added +12.9k	+12,938 4.4%
8	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	29,434	$6.3m3.58%	3.58%	Reduced -4.1k	-4,135 -12.3%
9	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	151,922	$5.0m2.84%	2.84%	Added +4.8k	+4,843 3.3%
10	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	104,144	$4.6m2.61%	2.61%	Reduced -774	-774 -0.7%
11	APPLE INC COM AAPL	AAPL	25,009	$4.3m2.45%	2.45%	Reduced -507	-507 -2.0%
12	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	74,110	$3.4m1.94%	1.94%	Added +3.4k	+3,447 4.9%
13	ISHARES TR CORE MSCI EAFE IEFA	IEFA	43,431	$2.8m1.60%	1.60%	Reduced -590	-590 -1.3%
14	AMERIPRISE FINL INC COM AMP	AMP	8,009	$2.6m1.51%	1.51%	Unchanged
15	AMERICAN EXPRESS CO COM AXP	AXP	16,295	$2.4m1.39%	1.39%	Reduced -1.1k	-1,135 -6.5%
16	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	34,135	$2.0m1.17%	1.17%	Reduced -75	-75 -0.2%
17	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	77,409	$2.0m1.16%	1.16%	Reduced -4.9k	-4,913 -6.0%
18	ISHARES TR MSCI EAFE ETF EFA	EFA	26,307	$1.8m1.04%	1.04%	Added +1.3k	+1,252 5.0%
19	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	37,427	$1.5m0.84%	0.84%	Reduced -2.3k	-2,278 -5.7%
20	ISHARES TR EAFE VALUE ETF EFV	EFV	29,507	$1.4m0.83%	0.83%	Unchanged
21	ISHARES TR RUS 1000 VAL ETF IWD	IWD	8,952	$1.4m0.78%	0.78%	Unchanged
22	MICROSOFT CORP COM MSFT	MSFT	4,031	$1.3m0.73%	0.73%	Reduced -100	-100 -2.4%
23	UNITEDHEALTH GROUP INC COM UNH	UNH	2,195	$1.1m0.63%	0.63%	Reduced -24	-24 -1.1%
24	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	18,834	$1.1m0.62%	0.62%	Added +4.2k	+4,174 28.5%
25	ISHARES TR S&P 500 GRWT ETF IVW	IVW	15,308	$1.0m0.60%	0.60%	Reduced -408	-408 -2.6%
26	ISHARES TR COHEN STEER REIT ICF	ICF	19,971	$1.0m0.57%	0.57%	Unchanged
27	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	21,193	$986.5k0.56%	0.56%	New
28	RTX CORPORATION COM RTX	RTX	13,592	$978.2k0.56%	0.56%	Reduced -25	-25 -0.2%
29	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	15,375	$889.4k0.51%	0.51%	New
30	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	36,582	$869.9k0.50%	0.50%	Added +12.0k	+12,010 48.9%
31	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	10,924	$794.4k0.45%	0.45%	Unchanged
32	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	10,017	$757.9k0.43%	0.43%	Reduced -91	-91 -0.9%
33	ISHARES TR SP SMCP600VL ETF IJS	IJS	8,381	$747.8k0.43%	0.43%	Unchanged
34	ISHARES TR S&P 500 VAL ETF IVE	IVE	4,669	$718.3k0.41%	0.41%	Reduced -223	-223 -4.6%
35	ISHARES TR MSCI INTL VLU FT IVLU	IVLU	28,088	$712.3k0.41%	0.41%	Reduced -4.2k	-4,170 -12.9%
36	BANK AMERICA CORP COM BAC	BAC	22,135	$606.1k0.35%	0.35%	Added +1	+1 0.0%
37	PEPSICO INC COM PEP	PEP	3,429	$581.0k0.33%	0.33%	Unchanged
38	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	7,253	$545.2k0.31%	0.31%	Added +2.1k	+2,103 40.8%
39	ISHARES TR NATIONAL MUN ETF MUB	MUB	4,842	$496.5k0.28%	0.28%	Reduced -190	-190 -3.8%
40	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	19,494	$454.4k0.26%	0.26%	New
41	AT&T INC COM T	T	28,738	$431.6k0.25%	0.25%	Reduced -335	-335 -1.1%
42	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	8,642	$408.6k0.23%	0.23%	Added +1.2k	+1,240 16.8%
43	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	13,106	$392.5k0.22%	0.22%	Unchanged
44	EA SERIES TRUST EA BRIDGEWAY OMN BSVO	BSVO	21,154	$386.6k0.22%	0.22%	Reduced -4.8k	-4,834 -18.6%
45	WALMART INC COM WMT	WMT	2,228	$356.4k0.20%	0.20%	Reduced -50	-50 -2.2%
46	PALO ALTO NETWORKS INC COM PANW	PANW	1,500	$351.7k0.20%	0.20%	Unchanged
47	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	13,352	$348.6k0.20%	0.20%	New
48	YUM BRANDS INC COM YUM	YUM	2,625	$328.0k0.19%	0.19%	Unchanged
49	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,500	$327.1k0.19%	0.19%	Unchanged
50	MERCK & CO INC COM MRK	MRK	3,130	$322.3k0.18%	0.18%	Reduced -90	-90 -2.8%
51	ISHARES TR MSCI EMG MKT ETF EEM	EEM	8,301	$315.0k0.18%	0.18%	Reduced -1.7k	-1,714 -17.1%
52	INDEPENDENT BK CORP MASS COM INDB	INDB	6,358	$312.1k0.18%	0.18%	Unchanged
53	VERIZON COMMUNICATIONS INC COM VZ	VZ	9,238	$299.4k0.17%	0.17%	Unchanged
54	BLACK HILLS CORP COM BKH	BKH	5,660	$286.3k0.16%	0.16%	Unchanged
55	HARBORONE BANCORP INC NEW COM NEW HONE	HONE	28,840	$274.6k0.16%	0.16%	Reduced -70.0k	-69,997 -70.8%
56	BROADCOM INC COM AVGO	AVGO	303	$251.7k0.14%	0.14%	Unchanged
57	CHEVRON CORP NEW COM CVX	CVX	1,395	$235.1k0.13%	0.13%	Unchanged
58	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	500	$213.7k0.12%	0.12%	Unchanged
59	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	2,674	$208.4k0.12%	0.12%	Reduced -288	-288 -9.7%
60	ISHARES TR RUS MID CAP ETF IWR	IWR	2,902	$201.0k0.12%	0.12%	Unchanged