| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -2,902 | -100.0% | -0.12% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -2,674 | -100.0% | -0.12% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -500 | -100.0% | -0.12% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -1,395 | -100.0% | -0.14% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -303 | -100.0% | -0.14% | – |
| HONE | Exit | HARBORONE BANCORP INC NEW | $0 | – | -28,840 | -100.0% | -0.16% | – |
| BKH | Exit | BLACK HILLS CORP | $0 | – | -5,660 | -100.0% | -0.16% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -9,238 | -100.0% | -0.17% | – |
| INDB | Exit | INDEPENDENT BK CORP MASS | $0 | – | -6,358 | -100.0% | -0.18% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -8,301 | -100.0% | -0.18% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -3,130 | -100.0% | -0.18% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -2,500 | -100.0% | -0.19% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -2,625 | -100.0% | -0.19% | – |
| DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -13,352 | -100.0% | -0.20% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -1,500 | -100.0% | -0.20% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,228 | -100.0% | -0.20% | – |
| Exit | EA SERIES TRUSTea bridgeway omn | $0 | – | -21,154 | -100.0% | -0.22% | – | |
| DFAU | Exit | DIMENSIONAL ETF TRUSTus core eqt mkt | $0 | – | -13,106 | -100.0% | -0.22% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -8,642 | -100.0% | -0.23% | – |
| T | Exit | AT&T INC | $0 | – | -28,738 | -100.0% | -0.25% | – |
| Exit | DIMENSIONAL ETF TRUSTemerging mkts co | $0 | – | -19,494 | -100.0% | -0.26% | – | |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -4,842 | -100.0% | -0.28% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -7,253 | -100.0% | -0.31% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -3,429 | -100.0% | -0.33% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -22,135 | -100.0% | -0.35% | – |
| IVLU | Exit | ISHARES TRmsci intl vlu ft | $0 | – | -28,088 | -100.0% | -0.41% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -4,669 | -100.0% | -0.41% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -8,381 | -100.0% | -0.43% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -10,017 | -100.0% | -0.43% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -10,924 | -100.0% | -0.46% | – |
| Exit | DIMENSIONAL ETF TRUSTintl small cap v | $0 | – | -36,582 | -100.0% | -0.50% | – | |
| AVDV | Exit | AMERICAN CENTY ETF TRintl smcp vlu | $0 | – | -15,375 | -100.0% | -0.51% | – |
| RTX | Exit | RTX CORPORATION | $0 | – | -13,592 | -100.0% | -0.56% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -21,193 | -100.0% | -0.56% | – |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -19,971 | -100.0% | -0.57% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -15,308 | -100.0% | -0.60% | – |
| VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -18,834 | -100.0% | -0.62% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -2,195 | -100.0% | -0.63% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -4,031 | -100.0% | -0.73% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -8,952 | -100.0% | -0.78% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -29,507 | -100.0% | -0.83% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -37,427 | -100.0% | -0.84% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -26,307 | -100.0% | -1.04% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -77,409 | -100.0% | -1.16% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -34,135 | -100.0% | -1.17% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -16,295 | -100.0% | -1.39% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -8,009 | -100.0% | -1.51% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -43,431 | -100.0% | -1.60% | – |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -74,110 | -100.0% | -1.94% | – |
| AAPL | Exit | APPLE INC | $0 | – | -25,009 | -100.0% | -2.45% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -104,144 | -100.0% | -2.61% | – |
| Exit | DIMENSIONAL ETF TRUSTinternatnal val | $0 | – | -151,922 | -100.0% | -2.84% | – | |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -29,434 | -100.0% | -3.58% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -306,513 | -100.0% | -3.95% | – | |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -147,719 | -100.0% | -4.02% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -59,188 | -100.0% | -5.99% | – |
| IDEV | Exit | ISHARES TRcore msci intl | $0 | – | -203,969 | -100.0% | -6.80% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -233,591 | -100.0% | -9.68% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -276,498 | -100.0% | -14.90% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -74,862 | -100.0% | -18.40% | – |
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.