BA

BRIGGS ADVISORY GROUP, INC.

13F
BRIGGS ADVISORY GROUP, INC.
Last update 2023-11-11 60 Stocks (4 new)
Value $175.00 Mil Turnover 4 %
Countries:
Top Holdings: IVV(18.40%)ITOT(14.91%)SLYV(9.68%)IDEV(6.80%)IWM(5.99%)
Summary Stock Picks Current Portfolio
BRIGGS ADVISORY GROUP, INC. Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
74,862
32,148.0
-0.38%
18.400
-0.07%
0.010
+19.67%
+7.80%
634,518.9
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
276,498
26,043.3
+4.29%
14.910
+0.61%
0.060
+20.01%
+7.44%
72,171.6
 
SLYV
SPDR S&P 600 Small Cap Value ETF
233,591
16,905.0
-0.54%
9.680
-0.05%
0.460
+16.76%
-4.99%
3,750.3
 
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
203,969
11,887.3
+12.04%
6.800
+0.73%
0.120
+11.90%
+19.06%
20,205.4
 
IWM
iShares Russell 2000 ETF
59,188
10,460.8
-2.86%
5.990
-0.18%
0.020
+19.55%
+1.12%
66,553.7
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
147,719
7,029.9
+4.62%
4.020
+0.18%
0.010
+18.91%
+18.34%
99,158.0
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
306,513
6,902.7
+4.41%
3.950
+0.17%
0.130
+15.18%
+20.40%
8,874.0
 
VTI
Vanguard Total Stock Market ETF
29,434
6,252.1
-12.32%
3.580
-0.51%
0.000
+19.82%
+7.35%
476,615.2
 
DFIV
Dimensional International Value ETF
151,922
4,955.7
+3.29%
2.840
+0.09%
0.090
+12.55%
+22.98%
12,179.3
 
VEA
Vanguard FTSE Developed Markets ETF
104,144
4,553.2
-0.74%
2.610
-0.02%
0.000
+12.49%
+19.94%
157,607.2
 

BRIGGS ADVISORY GROUP, INC.'s Historical Top Holdings Breakdowns

BRIGGS ADVISORY GROUP, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
2023-09-30
Add
Add
+0.73%
●
57.98 ($60.59) 62.95
$75.46
24.54%
Add 12.04%
203,969
21,914
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2023-09-30
Add
Add
+0.61%
●
93.72 ($98.27) 101.39
$137.38
39.80%
Add 4.29%
276,498
11,362
DFUS
Dimensional U.S. Equity ETF
2023-09-30
New Buy
New Buy
+0.56%
●
46.29 ($48.37) 49.87
$68.13
40.85%
New holding
21,193
21,193
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
2023-09-30
New Buy
New Buy
+0.51%
●
56.69 ($59) 60.91
$80.16
35.86%
New holding
15,375
15,375
VTI
Vanguard Total Stock Market ETF
2023-09-30
Reduce
Reduce
-0.51%
●
211.41 ($221.35) 228.35
$309.09
39.64%
Reduce -12.32%
29,434
-4,135
HONE
HarborOne Bancorp Inc
2023-09-30
Reduce
Reduce
-0.34%
●
8.89 ($9.77) 10.54
$12.16
24.46%
Reduce -70.82%
28,840
-69,997
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2023-09-30
New Buy
New Buy
+0.26%
●
23.16 ($24.18) 25.43
$30.24
25.06%
New holding
19,494
19,494
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2023-09-30
New Buy
New Buy
+0.20%
●
26 ($27.16) 28.17
$34.28
26.22%
New holding
13,352
13,352
IWM
iShares Russell 2000 ETF
2023-09-30
Reduce
Reduce
-0.18%
●
174.36 ($187.73) 198.71
$222.33
18.43%
Reduce -2.86%
59,188
-1,740
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2023-09-30
Add
Add
+0.18%
●
47.36 ($49.49) 52.23
$61.05
23.36%
Add 4.62%
147,719
6,519

BRIGGS ADVISORY GROUP, INC. Total Holding History ($B)

To

BRIGGS ADVISORY GROUP, INC.'s Asset Allocation

To

BRIGGS ADVISORY GROUP, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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BRIGGS ADVISORY GROUP, INC.'s Hypothetical Growth since 2023-09-30

BRIGGS ADVISORY GROUP, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

BRIGGS ADVISORY GROUP, INC.'s Holdings Heat Map

Size field:

BRIGGS ADVISORY GROUP, INC.'s Holdings Bubble Chart

BRIGGS ADVISORY GROUP, INC. News

  • 1

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