Briggs Advisory Group, Inc.
- SEC CIK
- 0001906527
- 最新申報
- 2023/10/27
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/27 申報。只含多頭部位。
- 持股檔數
- 49
- 2021 年第 3 季沒有申報
- 總值
- $1.47 億
- 2021 年第 3 季沒有申報
Briggs Advisory Group, Inc. 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 82,897 | $3,954 萬 | 27.0% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 280,488 | $2,376 萬 | 16.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 63,556 | $1,414 萬 | 9.6% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 95,625 | $1,023 萬 | 7.0% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 320,397 | $836.6 萬 | 5.7% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 85,365 | $511.0 萬 | 3.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 59,387 | $443.3 萬 | 3.0% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 55,653 | $376.0 萬 | 2.6% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 81,827 | $268.6 萬 | 1.8% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 35,918 | $254.8 萬 | 1.7% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 28,260 | $222.4 萬 | 1.5% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 71,815 | $208.0 萬 | 1.4% | – | – | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 24,335 | $185.1 萬 | 1.3% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 35,289 | $177.8 萬 | 1.2% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 42,265 | $164.3 萬 | 1.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,059 | $152.1 萬 | 1.0% | – | – | – |
| HONEHarborOne Bancorp, Inc. | COM NEW | 98,691 | $146.5 萬 | 1.0% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,716 | $131.5 萬 | 0.9% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 11,110 | $128.9 萬 | 0.9% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 10,485 | $109.6 萬 | 0.7% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,934 | $97.1 萬 | 0.7% | – | – | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 20,333 | $96.6 萬 | 0.7% | – | – | – |
| BACBank of America Corp | Stock | 20,723 | $92.2 萬 | 0.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,694 | $90.6 萬 | 0.6% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 4,892 | $76.6 萬 | 0.5% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,589 | $75.1 萬 | 0.5% | – | – | – |
| TAT&T Inc. | Stock | 29,262 | $72.0 萬 | 0.5% | – | – | 歷史 |
| RTXRTX Corp | Stock | 8,120 | $69.9 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,344 | $65.2 萬 | 0.4% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,335 | $62.0 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,526 | $61.0 萬 | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 3,394 | $59.0 萬 | 0.4% | – | – | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 9,410 | $58.4 萬 | 0.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,906 | $53.9 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,065 | $52.6 萬 | 0.4% | – | – | – |
| INDBIndependent Bank Corp | COM | 6,358 | $51.8 萬 | 0.4% | – | – | 歷史 |
| BKHBlack Hills Corp | COM | 6,865 | $48.4 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 9,291 | $48.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,327 | $42.1 萬 | 0.3% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 5,148 | $37.6 萬 | 0.3% | – | – | – |
| YUMYum Brands Inc | Stock | 2,625 | $36.5 萬 | 0.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,979 | $34.0 萬 | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 2,208 | $31.9 萬 | 0.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 1,652 | $29.3 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 604 | $28.7 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 98 | $28.4 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 5,875 | $26.3 萬 | 0.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,132 | $25.3 萬 | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 2,636 | $24.6 萬 | 0.2% | – | – | 歷史 |