0001725547-22-000017.txt : 20220127 0001725547-22-000017.hdr.sgml : 20220127 20220127125541 ACCESSION NUMBER: 0001725547-22-000017 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220127 DATE AS OF CHANGE: 20220127 EFFECTIVENESS DATE: 20220127 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BRIGGS ADVISORY GROUP, INC. CENTRAL INDEX KEY: 0001906527 IRS NUMBER: 472156245 STATE OF INCORPORATION: RI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21508 FILM NUMBER: 22562037 BUSINESS ADDRESS: STREET 1: 24 ALBION ROAD STREET 2: SUITE 440 CITY: LINCOLN STATE: RI ZIP: 02865 BUSINESS PHONE: 401-334-3400 MAIL ADDRESS: STREET 1: 24 ALBION ROAD STREET 2: SUITE 440 CITY: LINCOLN STATE: RI ZIP: 02865 13F-HR 1 primary_doc.xml 13F-HR LIVE false false 0001906527 XXXXXXXX 12-31-2021 12-31-2021 false BRIGGS ADVISORY GROUP, INC.

24 ALBION ROAD SUITE 440 LINCOLN RI 02865

13F HOLDINGS REPORT 028-21508 N Harold E. Briggs, Jr. 401-334-3400 Harold E. Briggs, Jr. LINCOLN RI 01-27-2022 0 49 146591 false INFORMATION TABLE 2 Form13fInfoTable.xml AT&T INC COM 00206R102 720 29262 SH SOLE 0 0 29262 ALPHABET INC CAP STK CL C 02079K107 284 98 SH SOLE 0 0 98 APPLE INC COM 037833100 293 1652 SH SOLE 0 0 1652 BK OF AMERICA CORP COM 060505104 922 20723 SH SOLE 0 0 20723 BLACK HILLS CORP COM 092113109 484 6865 SH SOLE 0 0 6865 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 966 20333 SH SOLE 0 0 20333 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2080 71815 SH SOLE 0 0 71815 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 2686 81827 SH SOLE 0 0 81827 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 8366 320397 SH SOLE 0 0 320397 HARBORONE BANCORP INC NEW COM NEW 41165Y100 1465 98691 SH SOLE 0 0 98691 INDEPENDENT BK CORP MASS COM 453836108 518 6358 SH SOLE 0 0 6358 ISHARES TR CORE S&P TTL STK 464287150 10230 95625 SH SOLE 0 0 95625 ISHARES TR CORE S&P500 ETF 464287200 39541 82897 SH SOLE 0 0 82897 ISHARES TR CORE US AGGBD ET 464287226 340 2979 SH SOLE 0 0 2979 ISHARES TR MSCI EMG MKT ETF 464287234 652 13344 SH SOLE 0 0 13344 ISHARES TR S&P 500 GRWT ETF 464287309 1315 15716 SH SOLE 0 0 15716 ISHARES TR S&P 500 VAL ETF 464287408 766 4892 SH SOLE 0 0 4892 ISHARES TR MSCI EAFE ETF 464287465 2224 28260 SH SOLE 0 0 28260 ISHARES TR COHEN STEER REIT 464287564 1851 24335 SH SOLE 0 0 24335 ISHARES TR RUS 1000 VAL ETF 464287598 1521 9059 SH SOLE 0 0 9059 ISHARES TR RUSSELL 2000 ETF 464287655 14138 63556 SH SOLE 0 0 63556 ISHARES TR SP SMCP600VL ETF 464287879 1096 10485 SH SOLE 0 0 10485 ISHARES TR EAFE SML CP ETF 464288273 376 5148 SH SOLE 0 0 5148 ISHARES TR NATIONAL MUN ETF 464288414 620 5335 SH SOLE 0 0 5335 ISHARES TR EAFE VALUE ETF 464288877 1778 35289 SH SOLE 0 0 35289 ISHARES TR CORE MSCI TOTAL 46432F834 2548 35918 SH SOLE 0 0 35918 ISHARES TR CORE MSCI EAFE 46432F842 4433 59387 SH SOLE 0 0 59387 ISHARES INC CORE MSCI EMKT 46434G103 5110 85365 SH SOLE 0 0 85365 ISHARES TR CORE MSCI INTL 46435G326 3760 55653 SH SOLE 0 0 55653 MICROSOFT CORP COM 594918104 906 2694 SH SOLE 0 0 2694 NEXTERA ENERGY INC COM 65339F101 246 2636 SH SOLE 0 0 2636 PEPSICO INC COM 713448108 590 3394 SH SOLE 0 0 3394 RAYTHEON TECHNOLOGIES CORP COM 75513E101 699 8120 SH SOLE 0 0 8120 SPDR S&P 500 ETF TR TR UNIT 78462F103 287 604 SH SOLE 0 0 604 SPDR SER TR S&P 600 SMCP VAL 78464A300 23763 280488 SH SOLE 0 0 280488 SPDR SER TR PORTFOLIO S&P600 78468R853 263 5875 SH SOLE 0 0 5875 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 751 4589 SH SOLE 0 0 4589 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1643 42265 SH SOLE 0 0 42265 UNITEDHEALTH GROUP INC COM 91324P102 971 1934 SH SOLE 0 0 1934 VANGUARD WORLD FD ESG INTL STK ETF 921910725 584 9410 SH SOLE 0 0 9410 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 253 3132 SH SOLE 0 0 3132 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 539 10906 SH SOLE 0 0 10906 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 421 6327 SH SOLE 0 0 6327 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1289 11110 SH SOLE 0 0 11110 VANGUARD INDEX FDS MID CAP ETF 922908629 526 2065 SH SOLE 0 0 2065 VANGUARD INDEX FDS TOTAL STK MKT 922908769 610 2526 SH SOLE 0 0 2526 VERIZON COMMUNICATIONS INC COM 92343V104 483 9291 SH SOLE 0 0 9291 WALMART INC COM 931142103 319 2208 SH SOLE 0 0 2208 YUM BRANDS INC COM 988498101 365 2625 SH SOLE 0 0 2625