Latest BRIGGS ADVISORY GROUP, INC. Stock Portfolio

About BRIGGS ADVISORY GROUP, INC. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, BRIGGS ADVISORY GROUP, INC. reported an equity portfolio of $174.7 Millions as of 30 Sep, 2023.

The top stock holdings of BRIGGS ADVISORY GROUP, INC. are AGG, AGG, BIL. The fund has invested 18.4% of it's portfolio in ISHARES TR and 14.9% of portfolio in ISHARES TR.

They significantly reduced their stock positions in HARBORONE BANCORP INC NEW (HONE), EA SERIES TRUST (BOB) and ISHARES TR (AGG). BRIGGS ADVISORY GROUP, INC. opened new stock positions in DIMENSIONAL ETF TRUST (DFAC) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD BD INDEX FDS (BIV) and VANGUARD SCOTTSDALE FDS (BNDW).

New Buys

Ticker	$ Bought
dimensional etf trust	986,534
american centy etf tr	889,444
dimensional etf trust	454,405
dimensional etf trust	348,621

New stocks bought by BRIGGS ADVISORY GROUP, INC.

Additions

Ticker	% Inc.
dimensional etf trust	48.88
vanguard bd index fds	40.83
vanguard scottsdale fds	28.47
vanguard malvern fds	16.75
ishares tr	12.04
ishares tr	5.00
dimensional etf trust	4.88
ishares inc	4.62

Additions to existing portfolio by BRIGGS ADVISORY GROUP, INC.

Reductions

Ticker	% Reduced
harborone bancorp inc new	-70.82
ea series trust	-18.6
ishares tr	-17.11
ishares tr	-12.93
vanguard index fds	-12.32
american centy etf tr	-9.72
american express co	-6.51
dimensional etf trust	-5.97

BRIGGS ADVISORY GROUP, INC. reduced stake in above stock

Sold off

None of the stocks were completely sold off by BRIGGS ADVISORY GROUP, INC.

BRIGGS ADVISORY GROUP, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BRIGGS ADVISORY GROUP, INC.

Last Reported on: 27 Oct, 2023

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AGG	ishares tr	18.40	74,862	32,148,000	reduced	-0.38
Historical Trend of ISHARES TR Position Held By BRIGGS ADVISORY GROUP, INC. What % of Portfolio is AGG?: Number of AGG shares held: Change in No. of Shares Held:
	AGG	ishares tr	14.90	276,498	26,043,300	added	4.29

	BIL	spdr ser tr	9.68	233,591	16,905,000	reduced	-0.54

	AGT	ishares tr	6.80	203,969	11,887,300	added	12.04

	AGG	ishares tr	5.99	59,188	10,460,800	reduced	-2.86

	EMGF	ishares inc	4.02	147,719	7,029,930	added	4.62

	DFAC	dimensional etf trust	3.95	306,513	6,902,670	added	4.41

	VOO	vanguard index fds	3.58	29,434	6,252,080	reduced	-12.32

	DFAC	dimensional etf trust	2.84	151,922	4,955,700	added	3.29

	VEA	vanguard tax-managed fds	2.61	104,144	4,553,180	reduced	-0.74

	AAPL	apple inc	2.45	25,009	4,281,790	reduced	-1.99

	DFAC	dimensional etf trust	1.94	74,110	3,386,090	added	4.88

	IBCE	ishares tr	1.60	43,431	2,794,780	reduced	-1.34

	AMP	ameriprise finl inc	1.51	8,009	2,640,410	unchanged	0.00

	AXP	american express co	1.39	16,295	2,431,050	reduced	-6.51

	IBCE	ishares tr	1.17	34,135	2,047,760	reduced	-0.22

	DFAC	dimensional etf trust	1.16	77,409	2,028,120	reduced	-5.97

	AGG	ishares tr	1.04	26,307	1,813,090	added	5.00

	VEU	vanguard intl equity index f	0.84	37,427	1,467,510	reduced	-5.74

	AAXJ	ishares tr	0.83	29,507	1,443,780	unchanged	0.00

About BRIGGS ADVISORY GROUP, INC. and 13F Hedge Fund Stock Holdings

New Buys

Additions

Reductions

Sold off

BRIGGS ADVISORY GROUP, INC. Holdings Map

Current Stock Holdings of BRIGGS ADVISORY GROUP, INC.

Historical Trend of ISHARES TR Position Held By BRIGGS ADVISORY GROUP, INC.

What % of Portfolio is AGG?:

Number of AGG shares held:

Change in No. of Shares Held: