Q1 2022 · 13F-HR
BRIGGS ADVISORY GROUP, INC.holdings as filed
Filed 2022-04-14 · accession 0001725547-22-000052
$150,643
Reported value
52
Positions
2022-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | ISHARES TR | $37,414 | 24.8% | 82,467 | Common | NONE |
| 78464A300 | SLYV | SPDR SER TR | $22,880 | 15.2% | 274,575 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $16,148 | 10.7% | 159,981 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $12,895 | 8.56% | 62,822 | Common | NONE |
| 25434V880 | DFAX | DIMENSIONAL ETF TRUST | $7,744 | 5.14% | 310,381 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $5,819 | 3.86% | 104,760 | Common | NONE |
| 46435G326 | IDEV | ISHARES TR | $5,812 | 3.86% | 91,343 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $4,049 | 2.69% | 58,244 | Common | NONE |
| 25434V807 | DFIV | DIMENSIONAL ETF TRUST | $3,612 | 2.40% | 107,893 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $2,080 | 1.38% | 28,260 | Common | NONE |
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $1,942 | 1.29% | 70,411 | Common | NONE |
| 46432F834 | IXUS | ISHARES TR | $1,915 | 1.27% | 28,766 | Common | NONE |
| 464287564 | ICF | ISHARES TR | $1,634 | 1.08% | 23,009 | Common | NONE |
| 25434V609 | DFAT | DIMENSIONAL ETF TRUST | $1,620 | 1.08% | 34,779 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $1,597 | 1.06% | 31,773 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $1,552 | 1.03% | 42,265 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $1,504 | 1.00% | 9,059 | Common | NONE |
| 41165Y100 | 1S4 | HARBORONE BANCORP INC NEW | $1,384 | 0.92% | 98,692 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $1,200 | 0.80% | 15,716 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $1,106 | 0.73% | 10,201 | Common | NONE |
| 464287879 | IJS | ISHARES TR | $997 | 0.66% | 9,739 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $988 | 0.66% | 1,938 | Common | NONE |
| 060505104 | BAC | BK OF AMERICA CORP | $854 | 0.57% | 20,724 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $831 | 0.55% | 2,694 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $814 | 0.54% | 3,574 | Common | NONE |
| 75513E101 | RTX | RAYTHEON TECHNOLOGIES CORP | $804 | 0.53% | 8,120 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $762 | 0.51% | 4,892 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $736 | 0.49% | 16,297 | Common | NONE |
| 00206R102 | T | AT&T INC | $691 | 0.46% | 29,262 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $687 | 0.46% | 9,178 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $585 | 0.39% | 5,335 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $568 | 0.38% | 3,394 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $540 | 0.36% | 11,716 | Common | NONE |
| 921910725 | VSGX | VANGUARD WORLD FD | $538 | 0.36% | 9,410 | Common | NONE |
| 92206C706 | VGIT | VANGUARD SCOTTSDALE FDS | $530 | 0.35% | 8,428 | Common | NONE |
| 092113109 | BKH | BLACK HILLS CORP | $529 | 0.35% | 6,865 | Common | NONE |
| 453836108 | INDB | INDEPENDENT BK CORP MASS | $519 | 0.34% | 6,358 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $491 | 0.33% | 2,065 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $473 | 0.31% | 9,291 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED INTL FD | $420 | 0.28% | 8,751 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $338 | 0.22% | 4,335 | Common | NONE |
| 931142103 | WMT | WALMART INC | $329 | 0.22% | 2,208 | Common | NONE |
| 464288273 | SCZ | ISHARES TR | $327 | 0.22% | 4,936 | Common | NONE |
| 988498101 | YUM | YUM BRANDS INC | $311 | 0.21% | 2,625 | Common | NONE |
| 922020805 | VTIP | VANGUARD MALVERN FDS | $304 | 0.20% | 5,933 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $288 | 0.19% | 1,652 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $279 | 0.19% | 2,608 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $274 | 0.18% | 98 | Common | NONE |
| 78468R853 | SPSM | SPDR SER TR | $247 | 0.16% | 5,875 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $233 | 0.15% | 1,431 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $226 | 0.15% | 500 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $223 | 0.15% | 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.