0001725547-23-001673.txt : 20231027 0001725547-23-001673.hdr.sgml : 20231027 20231027123143 ACCESSION NUMBER: 0001725547-23-001673 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231027 DATE AS OF CHANGE: 20231027 EFFECTIVENESS DATE: 20231027 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: 231354178 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 false 0001906527 XXXXXXXX 09-30-2023 09-30-2023 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 10-27-2023 0 60 174724922 false INFORMATION TABLE 2 Form13fInfoTable.xml AT&T INC COM 00206R102 431637 28738 SH SOLE 0 0 28738 EA SERIES TRUST EA BRIDGEWAY OMN 02072L532 386562 21154 SH SOLE 0 0 21154 ALPHABET INC CAP STK CL A 02079K305 327150 2500 SH SOLE 0 0 2500 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 889444 15375 SH SOLE 0 0 15375 AMERICAN CENTY ETF TR US SML CP VALU 025072877 208438 2674 SH SOLE 0 0 2674 AMERICAN EXPRESS CO COM 025816109 2431051 16295 SH SOLE 0 0 16295 AMERIPRISE FINL INC COM 03076C106 2640407 8009 SH SOLE 0 0 8009 APPLE INC COM 037833100 4281791 25009 SH SOLE 0 0 25009 BANK AMERICA CORP COM 060505104 606059 22135 SH SOLE 0 0 22135 BLACK HILLS CORP COM 092113109 286339 5660 SH SOLE 0 0 5660 BROADCOM INC COM 11135F101 251666 303 SH SOLE 0 0 303 CHEVRON CORP NEW COM 166764100 235141 1395 SH SOLE 0 0 1395 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 392525 13106 SH SOLE 0 0 13106 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 348621 13352 SH SOLE 0 0 13352 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 986534 21193 SH SOLE 0 0 21193 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 3386093 74110 SH SOLE 0 0 74110 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2028118 77409 SH SOLE 0 0 77409 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 454405 19494 SH SOLE 0 0 19494 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 869920 36582 SH SOLE 0 0 36582 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 4955696 151922 SH SOLE 0 0 151922 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 6902671 306513 SH SOLE 0 0 306513 HARBORONE BANCORP INC NEW COM NEW 41165Y100 274553 28840 SH SOLE 0 0 28840 INDEPENDENT BK CORP MASS COM 453836108 312114 6358 SH SOLE 0 0 6358 ISHARES TR CORE S&P TTL STK 464287150 26043312 276498 SH SOLE 0 0 276498 ISHARES TR CORE S&P500 ETF 464287200 32147967 74862 SH SOLE 0 0 74862 ISHARES TR MSCI EMG MKT ETF 464287234 315015 8301 SH SOLE 0 0 8301 ISHARES TR S&P 500 GRWT ETF 464287309 1047373 15308 SH SOLE 0 0 15308 ISHARES TR S&P 500 VAL ETF 464287408 718279 4669 SH SOLE 0 0 4669 ISHARES TR MSCI EAFE ETF 464287465 1813093 26307 SH SOLE 0 0 26307 ISHARES TR RUS MID CAP ETF 464287499 200964 2902 SH SOLE 0 0 2902 ISHARES TR COHEN STEER REIT 464287564 1001728 19971 SH SOLE 0 0 19971 ISHARES TR RUS 1000 VAL ETF 464287598 1359092 8952 SH SOLE 0 0 8952 ISHARES TR RUSSELL 2000 ETF 464287655 10460812 59188 SH SOLE 0 0 59188 ISHARES TR SP SMCP600VL ETF 464287879 747753 8381 SH SOLE 0 0 8381 ISHARES TR NATIONAL MUN ETF 464288414 496490 4842 SH SOLE 0 0 4842 ISHARES TR EAFE VALUE ETF 464288877 1443778 29507 SH SOLE 0 0 29507 ISHARES TR CORE MSCI TOTAL 46432F834 2047759 34135 SH SOLE 0 0 34135 ISHARES TR CORE MSCI EAFE 46432F842 2794783 43431 SH SOLE 0 0 43431 ISHARES INC CORE MSCI EMKT 46434G103 7029929 147719 SH SOLE 0 0 147719 ISHARES TR CORE MSCI INTL 46435G326 11887319 203969 SH SOLE 0 0 203969 ISHARES TR MSCI INTL VLU FT 46435G409 712312 28088 SH SOLE 0 0 28088 MERCK & CO INC COM 58933Y105 322263 3130 SH SOLE 0 0 3130 MICROSOFT CORP COM 594918104 1272882 4031 SH SOLE 0 0 4031 PALO ALTO NETWORKS INC COM 697435105 351660 1500 SH SOLE 0 0 1500 PEPSICO INC COM 713448108 581010 3429 SH SOLE 0 0 3429 RTX CORPORATION COM 75513E101 978250 13592 SH SOLE 0 0 13592 SPDR S&P 500 ETF TR TR UNIT 78462F103 213740 500 SH SOLE 0 0 500 SPDR SER TR S&P 600 SMCP VAL 78464A300 16904965 233591 SH SOLE 0 0 233591 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 794393 10924 SH SOLE 0 0 10924 UNITEDHEALTH GROUP INC COM 91324P102 1106480 2195 SH SOLE 0 0 2195 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 545208 7253 SH SOLE 0 0 7253 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4553176 104144 SH SOLE 0 0 104144 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 408594 8642 SH SOLE 0 0 8642 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1467513 37427 SH SOLE 0 0 37427 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1076363 18834 SH SOLE 0 0 18834 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 757917 10017 SH SOLE 0 0 10017 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6252076 29434 SH SOLE 0 0 29434 VERIZON COMMUNICATIONS INC COM 92343V104 299404 9238 SH SOLE 0 0 9238 WALMART INC COM 931142103 356367 2228 SH SOLE 0 0 2228 YUM BRANDS INC COM 988498101 327968 2625 SH SOLE 0 0 2625