BRIGGS ADVISORY GROUP, INC. current holdings: USA ETF
BRIGGS ADVISORY GROUP, INC. reported $0.16 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 40 positions, in its Form 13F for the quarter ended 2023-09-30; the largest are IVV, ITOT, SLYV.
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 74,862; Value $32,147,967.
- ITOT: Country of operation —; Class CORE S&P TTL STK; Shares 276,498; Value $26,043,312.
- SLYV: Country of operation —; Class S&P 600 SMCP VAL; Shares 233,591; Value $16,904,965.
- IDEV: Country of operation —; Class CORE MSCI INTL; Shares 203,969; Value $11,887,319.
Form 13F-HR as filed (SEC CIK 1906527): quarter ended 2023-09-30, filed 2023-10-27. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|
| IVV ISHARES TR | CORE S&P500 ETF | 74,862 | $32,147,967 | 2023-09-30 | 2023-10-27 | ||
| ITOT ISHARES TR | CORE S&P TTL STK | 276,498 | $26,043,312 | 2023-09-30 | 2023-10-27 | ||
| SLYV SPDR SER TR | S&P 600 SMCP VAL | 233,591 | $16,904,965 | 2023-09-30 | 2023-10-27 | ||
| IDEV ISHARES TR | CORE MSCI INTL | 203,969 | $11,887,319 | 2023-09-30 | 2023-10-27 | ||
| IWM ISHARES TR | RUSSELL 2000 ETF | 59,188 | $10,460,812 | 2023-09-30 | 2023-10-27 | ||
| IEMG ISHARES INC | CORE MSCI EMKT | 147,719 | $7,029,929 | 2023-09-30 | 2023-10-27 | ||
| DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 306,513 | $6,902,671 | 2023-09-30 | 2023-10-27 | ||
| VTI VANGUARD INDEX FDS | TOTAL STK MKT | 29,434 | $6,252,076 | 2023-09-30 | 2023-10-27 | ||
| DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 151,922 | $4,955,696 | 2023-09-30 | 2023-10-27 | ||
| VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 104,144 | $4,553,176 | 2023-09-30 | 2023-10-27 | ||
| DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 74,110 | $3,386,093 | 2023-09-30 | 2023-10-27 | ||
| IEFA ISHARES TR | CORE MSCI EAFE | 43,431 | $2,794,783 | 2023-09-30 | 2023-10-27 | ||
| IXUS ISHARES TR | CORE MSCI TOTAL | 34,135 | $2,047,759 | 2023-09-30 | 2023-10-27 | ||
| DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 77,409 | $2,028,118 | 2023-09-30 | 2023-10-27 | ||
| EFA ISHARES TR | MSCI EAFE ETF | 26,307 | $1,813,093 | 2023-09-30 | 2023-10-27 | ||
| VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 37,427 | $1,467,513 | 2023-09-30 | 2023-10-27 | ||
| EFV ISHARES TR | EAFE VALUE ETF | 29,507 | $1,443,778 | 2023-09-30 | 2023-10-27 | ||
| IWD ISHARES TR | RUS 1000 VAL ETF | 8,952 | $1,359,092 | 2023-09-30 | 2023-10-27 | ||
| VGIT VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 18,834 | $1,076,363 | 2023-09-30 | 2023-10-27 | ||
| IVW ISHARES TR | S&P 500 GRWT ETF | 15,308 | $1,047,373 | 2023-09-30 | 2023-10-27 | ||
| ICF ISHARES TR | COHEN STEER REIT | 19,971 | $1,001,728 | 2023-09-30 | 2023-10-27 | ||
| DFUS DIMENSIONAL ETF TRUST | US EQUITY ETF | 21,193 | $986,534 | 2023-09-30 | 2023-10-27 | ||
| AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 15,375 | $889,444 | 2023-09-30 | 2023-10-27 | ||
| DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 36,582 | $869,920 | 2023-09-30 | 2023-10-27 | ||
| SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 10,924 | $794,393 | 2023-09-30 | 2023-10-27 | ||
| VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 10,017 | $757,917 | 2023-09-30 | 2023-10-27 | ||
| IJS ISHARES TR | SP SMCP600VL ETF | 8,381 | $747,753 | 2023-09-30 | 2023-10-27 | ||
| IVE ISHARES TR | S&P 500 VAL ETF | 4,669 | $718,279 | 2023-09-30 | 2023-10-27 | ||
| IVLU ISHARES TR | MSCI INTL VLU FT | 28,088 | $712,312 | 2023-09-30 | 2023-10-27 | ||
| BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 7,253 | $545,208 | 2023-09-30 | 2023-10-27 | ||
| MUB ISHARES TR | NATIONAL MUN ETF | 4,842 | $496,490 | 2023-09-30 | 2023-10-27 | ||
| DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 19,494 | $454,405 | 2023-09-30 | 2023-10-27 | ||
| VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 8,642 | $408,594 | 2023-09-30 | 2023-10-27 | ||
| DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 13,106 | $392,525 | 2023-09-30 | 2023-10-27 | ||
| BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 21,154 | $386,562 | 2023-09-30 | 2023-10-27 | ||
| DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 13,352 | $348,621 | 2023-09-30 | 2023-10-27 | ||
| EEM ISHARES TR | MSCI EMG MKT ETF | 8,301 | $315,015 | 2023-09-30 | 2023-10-27 | ||
| SPY SPDR S&P 500 ETF TR | TR UNIT | 500 | $213,740 | 2023-09-30 | 2023-10-27 | ||
| AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 2,674 | $208,438 | 2023-09-30 | 2023-10-27 | ||
| IWR ISHARES TR | RUS MID CAP ETF | 2,902 | $200,964 | 2023-09-30 | 2023-10-27 |
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