$175 Million is the total value of BRIGGS ADVISORY GROUP, INC.'s 60 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMP | AMERIPRISE FINL INC | $2,640,407 | -0.7% | 8,009 | 0.0% | 1.51% | +1.8% | |
| EFV | ISHARES TReafe value etf | $1,443,778 | -0.0% | 29,507 | 0.0% | 0.83% | +2.5% | |
| IWD | ISHARES TRrus 1000 val etf | $1,359,092 | -3.8% | 8,952 | 0.0% | 0.78% | -1.4% | |
| ICF | ISHARES TRcohen steer reit | $1,001,728 | -9.7% | 19,971 | 0.0% | 0.57% | -7.6% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $794,393 | -3.0% | 10,924 | 0.0% | 0.46% | -0.4% | |
| IJS | ISHARES TRsp smcp600vl etf | $747,753 | -6.2% | 8,381 | 0.0% | 0.43% | -3.8% | |
| PEP | PEPSICO INC | $581,010 | -8.5% | 3,429 | 0.0% | 0.33% | -6.2% | |
| DFAU | DIMENSIONAL ETF TRUSTus core eqt mkt | $392,525 | -3.4% | 13,106 | 0.0% | 0.22% | -0.9% | |
| PANW | PALO ALTO NETWORKS INC | $351,660 | -8.2% | 1,500 | 0.0% | 0.20% | -6.1% | |
| YUM | YUM BRANDS INC | $327,968 | -9.8% | 2,625 | 0.0% | 0.19% | -7.4% | |
| GOOGL | ALPHABET INCcap stk cl a | $327,150 | +9.3% | 2,500 | 0.0% | 0.19% | +12.0% | |
| INDB | INDEPENDENT BK CORP MASS | $312,114 | +10.3% | 6,358 | 0.0% | 0.18% | +13.3% | |
| VZ | VERIZON COMMUNICATIONS INC | $299,404 | -12.9% | 9,238 | 0.0% | 0.17% | -10.9% | |
| BKH | BLACK HILLS CORP | $286,339 | -16.0% | 5,660 | 0.0% | 0.16% | -13.7% | |
| AVGO | BROADCOM INC | $251,666 | -4.2% | 303 | 0.0% | 0.14% | -2.0% | |
| CVX | CHEVRON CORP NEW | $235,141 | +7.2% | 1,395 | 0.0% | 0.14% | +9.8% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $213,740 | -3.6% | 500 | 0.0% | 0.12% | -1.6% | |
| IWR | ISHARES TRrus mid cap etf | $200,964 | -5.2% | 2,902 | 0.0% | 0.12% | -2.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-27
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.