$133 Million is the total value of BRIGGS ADVISORY GROUP, INC.'s 47 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TRrus 1000 val etf | $1,232,000 | -6.2% | 9,059 | 0.0% | 0.92% | -3.6% | |
| IVW | ISHARES TRs&p 500 grwt etf | $909,000 | -4.1% | 15,716 | 0.0% | 0.68% | -1.6% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $811,000 | -11.9% | 10,113 | 0.0% | 0.61% | -9.7% | |
| IJS | ISHARES TRsp smcp600vl etf | $801,000 | -7.4% | 9,719 | 0.0% | 0.60% | -4.9% | |
| IVE | ISHARES TRs&p 500 val etf | $629,000 | -6.4% | 4,892 | 0.0% | 0.47% | -3.9% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $610,000 | -3.6% | 10,924 | 0.0% | 0.46% | -1.1% | |
| PEP | PEPSICO INC | $554,000 | -2.1% | 3,394 | 0.0% | 0.42% | +0.5% | |
| MUB | ISHARES TRnational mun etf | $547,000 | -3.5% | 5,335 | 0.0% | 0.41% | -1.0% | |
| INDB | INDEPENDENT BK CORP MASS | $474,000 | -6.1% | 6,358 | 0.0% | 0.36% | -3.5% | |
| BKH | BLACK HILLS CORP | $465,000 | -7.0% | 6,865 | 0.0% | 0.35% | -4.4% | |
| T | AT&T INC | $449,000 | -26.8% | 29,262 | 0.0% | 0.34% | -24.8% | |
| VZ | VERIZON COMMUNICATIONS INC | $351,000 | -25.2% | 9,238 | 0.0% | 0.26% | -23.3% | |
| WMT | WALMART INC | $286,000 | +6.7% | 2,208 | 0.0% | 0.22% | +9.7% | |
| YUM | YUM BRANDS INC | $279,000 | -6.4% | 2,625 | 0.0% | 0.21% | -4.1% | |
| NEE | NEXTERA ENERGY INC | $207,000 | +1.5% | 2,636 | 0.0% | 0.16% | +4.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-01
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.