BRIGGS ADVISORY GROUP, INC.
CIK 1906527 · Holdings on Sep 30, 2023 · First reported Oct 27, 2023
Top ten holdings
Q3 2023- IVV18.40%
- ITOT14.91%
- SLYV9.68%
- IDEV6.80%
- IWM5.99%
- IEMG4.02%
- DFAX3.95%
- VTI3.58%
- DFIV2.84%
- VEA2.61%
Share classes counted separately72.78%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $32.15M | 18.40% | 74.86K shares | — | ↗▾ | |
| 02 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $26.04M | 14.91% | 276.50K shares | — | ↗▾ | |
| 03 | SLYVSS SPDR S&P 600 SC VAL ETFS&P 600 SMCP VAL View history and evidence | $16.90M | 9.68% | 233.59K shares | — | ↗▾ | |
| 04 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $11.89M | 6.80% | 203.97K shares | — | ↗▾ | |
| 05 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $10.46M | 5.99% | 59.19K shares | — | ↗▾ | |
| 06 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $7.03M | 4.02% | 147.72K shares | — | ↗▾ | |
| 07 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $6.90M | 3.95% | 306.51K shares | — | ↗▾ | |
| 08 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $6.25M | 3.58% | 29.43K shares | — | ↗▾ | |
| 09 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $4.96M | 2.84% | 151.92K shares | — | ↗▾ | |
| 10 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $4.55M | 2.61% | 104.14K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1906527 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 174724922
}Research all 60 reported holdings.
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