0001725547-23-000110.txt : 20230505 0001725547-23-000110.hdr.sgml : 20230505 20230505163210 ACCESSION NUMBER: 0001725547-23-000110 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230505 DATE AS OF CHANGE: 20230505 EFFECTIVENESS DATE: 20230505 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: 23894396 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 X0202 13F-HR LIVE false false 0001906527 XXXXXXXX 03-31-2023 03-31-2023 false BRIGGS ADVISORY GROUP, INC.

24 ALBION ROAD SUITE 440 LINCOLN RI 02865

13F HOLDINGS REPORT 028-21508 000291947 801-112491 N Harold E. Briggs, Jr. 401-334-3400 Harold E. Briggs, Jr. LINCOLN RI 05-05-2023 0 56 168746888 false INFORMATION TABLE 2 Form13fInfoTable.xml AT&T INC COM 00206R102 563294 29262 SH SOLE 0 0 29262 EA SERIES TRUST EA BRIDGEWAY OMN 02072L532 488684 27877 SH SOLE 0 0 27877 ALPHABET INC CAP STK CL A 02079K305 228206 2200 SH SOLE 0 0 2200 AMERICAN CENTY ETF TR US SML CP VALU 025072877 769039 10384 SH SOLE 0 0 10384 AMERICAN EXPRESS CO COM 025816109 2873429 17420 SH SOLE 0 0 17420 AMERIPRISE FINL INC COM 03076C106 2454759 8009 SH SOLE 0 0 8009 APPLE INC COM 037833100 3825680 23200 SH SOLE 0 0 23200 BANK AMERICA CORP COM 060505104 632978 22132 SH SOLE 0 0 22132 BLACK HILLS CORP COM 092113109 357146 5660 SH SOLE 0 0 5660 CHEVRON CORP NEW COM 166764100 224998 1379 SH SOLE 0 0 1379 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 377060 13106 SH SOLE 0 0 13106 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 2587853 58154 SH SOLE 0 0 58154 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2078332 81567 SH SOLE 0 0 81567 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 522901 21966 SH SOLE 0 0 21966 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 4521702 140295 SH SOLE 0 0 140295 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 6718736 291359 SH SOLE 0 0 291359 HARBORONE BANCORP INC NEW COM NEW 41165Y100 1204089 98696 SH SOLE 0 0 98696 INDEPENDENT BK CORP MASS COM 453836108 417212 6358 SH SOLE 0 0 6358 ISHARES TR CORE S&P TTL STK 464287150 22519327 248695 SH SOLE 0 0 248695 ISHARES TR CORE S&P500 ETF 464287200 30844956 75034 SH SOLE 0 0 75034 ISHARES TR MSCI EMG MKT ETF 464287234 384530 9745 SH SOLE 0 0 9745 ISHARES TR S&P 500 GRWT ETF 464287309 1004095 15716 SH SOLE 0 0 15716 ISHARES TR S&P 500 VAL ETF 464287408 742410 4892 SH SOLE 0 0 4892 ISHARES TR MSCI EAFE ETF 464287465 1791949 25055 SH SOLE 0 0 25055 ISHARES TR RUS MID CAP ETF 464287499 202908 2902 SH SOLE 0 0 2902 ISHARES TR COHEN STEER REIT 464287564 1341549 24155 SH SOLE 0 0 24155 ISHARES TR RUS 1000 VAL ETF 464287598 1373689 9022 SH SOLE 0 0 9022 ISHARES TR RUSSELL 2000 ETF 464287655 10938342 61314 SH SOLE 0 0 61314 ISHARES TR SP SMCP600VL ETF 464287879 784378 8381 SH SOLE 0 0 8381 ISHARES TR NATIONAL MUN ETF 464288414 574784 5335 SH SOLE 0 0 5335 ISHARES TR EAFE VALUE ETF 464288877 1431975 29507 SH SOLE 0 0 29507 ISHARES TR CORE MSCI TOTAL 46432F834 2177109 35143 SH SOLE 0 0 35143 ISHARES TR CORE MSCI EAFE 46432F842 2900553 43389 SH SOLE 0 0 43389 ISHARES INC CORE MSCI EMKT 46434G103 6376736 130698 SH SOLE 0 0 130698 ISHARES TR CORE MSCI INTL 46435G326 10086840 166807 SH SOLE 0 0 166807 ISHARES TR MSCI INTL VLU FT 46435G409 807857 32588 SH SOLE 0 0 32588 MERCK & CO INC COM 58933Y105 323851 3044 SH SOLE 0 0 3044 MICROSOFT CORP COM 594918104 1152132 3996 SH SOLE 0 0 3996 NEXTERA ENERGY INC COM 65339F101 203183 2636 SH SOLE 0 0 2636 PALO ALTO NETWORKS INC COM 697435105 299610 1500 SH SOLE 0 0 1500 PEPSICO INC COM 713448108 618726 3394 SH SOLE 0 0 3394 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1305844 13334 SH SOLE 0 0 13334 SPDR S&P 500 ETF TR TR UNIT 78462F103 204695 500 SH SOLE 0 0 500 SPDR SER TR S&P 600 SMCP VAL 78464A300 18375880 241217 SH SOLE 0 0 241217 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 711917 10924 SH SOLE 0 0 10924 UNITEDHEALTH GROUP INC COM 91324P102 1023211 2165 SH SOLE 0 0 2165 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 434922 5686 SH SOLE 0 0 5686 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4784135 105914 SH SOLE 0 0 105914 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 374622 7834 SH SOLE 0 0 7834 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1906516 47191 SH SOLE 0 0 47191 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 941852 15708 SH SOLE 0 0 15708 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 839402 10108 SH SOLE 0 0 10108 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7084719 34712 SH SOLE 0 0 34712 VERIZON COMMUNICATIONS INC COM 92343V104 359266 9238 SH SOLE 0 0 9238 WALMART INC COM 931142103 325610 2208 SH SOLE 0 0 2208 YUM BRANDS INC COM 988498101 346710 2625 SH SOLE 0 0 2625