Q4 2021 · 13F-HR
BRIGGS ADVISORY GROUP, INC.holdings as filed
Filed 2022-01-27 · accession 0001725547-22-000017
$146,591
Reported value
49
Positions
2021-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | ISHARES TR | $39,541 | 27.0% | 82,897 | Common | NONE |
| 78464A300 | SLYV | SPDR SER TR | $23,763 | 16.2% | 280,488 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $14,138 | 9.64% | 63,556 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $10,230 | 6.98% | 95,625 | Common | NONE |
| 25434V880 | DFAX | DIMENSIONAL ETF TRUST | $8,366 | 5.71% | 320,397 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $5,110 | 3.49% | 85,365 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $4,433 | 3.02% | 59,387 | Common | NONE |
| 46435G326 | IDEV | ISHARES TR | $3,760 | 2.56% | 55,653 | Common | NONE |
| 25434V807 | DFIV | DIMENSIONAL ETF TRUST | $2,686 | 1.83% | 81,827 | Common | NONE |
| 46432F834 | IXUS | ISHARES TR | $2,548 | 1.74% | 35,918 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $2,224 | 1.52% | 28,260 | Common | NONE |
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $2,080 | 1.42% | 71,815 | Common | NONE |
| 464287564 | ICF | ISHARES TR | $1,851 | 1.26% | 24,335 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $1,778 | 1.21% | 35,289 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $1,643 | 1.12% | 42,265 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $1,521 | 1.04% | 9,059 | Common | NONE |
| 41165Y100 | 1S4 | HARBORONE BANCORP INC NEW | $1,465 | 1.00% | 98,691 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $1,315 | 0.90% | 15,716 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $1,289 | 0.88% | 11,110 | Common | NONE |
| 464287879 | IJS | ISHARES TR | $1,096 | 0.75% | 10,485 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $971 | 0.66% | 1,934 | Common | NONE |
| 25434V609 | DFAT | DIMENSIONAL ETF TRUST | $966 | 0.66% | 20,333 | Common | NONE |
| 060505104 | BAC | BK OF AMERICA CORP | $922 | 0.63% | 20,723 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $906 | 0.62% | 2,694 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $766 | 0.52% | 4,892 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $751 | 0.51% | 4,589 | Common | NONE |
| 00206R102 | T | AT&T INC | $720 | 0.49% | 29,262 | Common | NONE |
| 75513E101 | RTX | RAYTHEON TECHNOLOGIES CORP | $699 | 0.48% | 8,120 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $652 | 0.44% | 13,344 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $620 | 0.42% | 5,335 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $610 | 0.42% | 2,526 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $590 | 0.40% | 3,394 | Common | NONE |
| 921910725 | VSGX | VANGUARD WORLD FD | $584 | 0.40% | 9,410 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $539 | 0.37% | 10,906 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $526 | 0.36% | 2,065 | Common | NONE |
| 453836108 | INDB | INDEPENDENT BK CORP MASS | $518 | 0.35% | 6,358 | Common | NONE |
| 092113109 | BKH | BLACK HILLS CORP | $484 | 0.33% | 6,865 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $483 | 0.33% | 9,291 | Common | NONE |
| 92206C706 | VGIT | VANGUARD SCOTTSDALE FDS | $421 | 0.29% | 6,327 | Common | NONE |
| 464288273 | SCZ | ISHARES TR | $376 | 0.26% | 5,148 | Common | NONE |
| 988498101 | YUM | YUM BRANDS INC | $365 | 0.25% | 2,625 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $340 | 0.23% | 2,979 | Common | NONE |
| 931142103 | WMT | WALMART INC | $319 | 0.22% | 2,208 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $293 | 0.20% | 1,652 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $287 | 0.20% | 604 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $284 | 0.19% | 98 | Common | NONE |
| 78468R853 | SPSM | SPDR SER TR | $263 | 0.18% | 5,875 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $253 | 0.17% | 3,132 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $246 | 0.17% | 2,636 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.