$137 Million is the total value of BRIGGS ADVISORY GROUP, INC.'s 51 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TRmsci eafe etf | $1,766,000 | -15.1% | 28,260 | 0.0% | 1.29% | -6.6% | |
| EFV | ISHARES TReafe value etf | $1,379,000 | -13.7% | 31,773 | 0.0% | 1.01% | -4.9% | |
| IWD | ISHARES TRrus 1000 val etf | $1,313,000 | -12.7% | 9,059 | 0.0% | 0.96% | -3.9% | |
| IVW | ISHARES TRs&p 500 grwt etf | $948,000 | -21.0% | 15,716 | 0.0% | 0.69% | -13.0% | |
| IVE | ISHARES TRs&p 500 val etf | $672,000 | -11.8% | 4,892 | 0.0% | 0.49% | -3.0% | |
| T | AT&T INC | $613,000 | -11.3% | 29,262 | 0.0% | 0.45% | -2.4% | |
| PEP | PEPSICO INC | $566,000 | -0.4% | 3,394 | 0.0% | 0.41% | +9.8% | |
| MUB | ISHARES TRnational mun etf | $567,000 | -3.1% | 5,335 | 0.0% | 0.41% | +6.7% | |
| INDB | INDEPENDENT BK CORP MASS | $505,000 | -2.7% | 6,358 | 0.0% | 0.37% | +7.0% | |
| BKH | BLACK HILLS CORP | $500,000 | -5.5% | 6,865 | 0.0% | 0.36% | +4.0% | |
| YUM | YUM BRANDS INC | $298,000 | -4.2% | 2,625 | 0.0% | 0.22% | +5.8% | |
| WMT | WALMART INC | $268,000 | -18.5% | 2,208 | 0.0% | 0.20% | -10.1% | |
| GOOG | ALPHABET INCcap stk cl c | $214,000 | -21.9% | 98 | 0.0% | 0.16% | -14.3% | |
| NEE | NEXTERA ENERGY INC | $204,000 | -8.5% | 2,636 | 0.0% | 0.15% | +0.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 27.0% |
| ISHARES TR | 8 | Q3 2023 | 15.0% |
| SPDR SER TR | 8 | Q3 2023 | 16.2% |
| ISHARES TR | 8 | Q3 2023 | 9.6% |
| ISHARES TR | 8 | Q3 2023 | 6.8% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 5.7% |
| ISHARES INC | 8 | Q3 2023 | 4.0% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.3% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 2.8% |
| ISHARES TR | 8 | Q3 2023 | 3.0% |
View BRIGGS ADVISORY GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-27 |
View BRIGGS ADVISORY GROUP, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.