StockDriftsStockDriftsTop 50 Briggs Advisory Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.4% | 74.9K | $32.1M | -0.38%(-288) | — | 2023-09-30 | |
| ITOT | ISHARES TR | 14.91% | 276.5K | $26.0M | +4.29%(+11.36K) | — | 2023-09-30 | |
| SLYV | SPDR SER TR | 9.68% | 233.6K | $16.9M | -0.54%(-1.26K) | — | 2023-09-30 | |
| IDEV | ISHARES TR | 6.8% | 204.0K | $11.9M | +12.04%(+21.91K) | — | 2023-09-30 | |
| IWM | ISHARES TR | 5.99% | 59.2K | $10.5M | -2.86%(-1.74K) | — | 2023-09-30 | |
| IEMG | ISHARES INC | 4.02% | 147.7K | $7.0M | +4.62%(+6.52K) | — | 2023-09-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.95% | 306.5K | $6.9M | +4.41%(+12.94K) | — | 2023-09-30 | |
| VTI | VANGUARD INDEX FDS | 3.58% | 29.4K | $6.3M | -12.32%(-4.13K) | — | 2023-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.84% | 151.9K | $5.0M | +3.29%(+4.84K) | — | 2023-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.61% | 104.1K | $4.6M | -0.74%(-774) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Briggs Advisory Group, Inc. reports $174.72M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are IVV (18.4%), ITOT (14.9%) and SLYV (9.7%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Briggs Advisory Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906527). View Briggs Advisory Group, Inc.’s 13F filings on SEC