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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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