0001725547-22-000052.txt : 20220414 0001725547-22-000052.hdr.sgml : 20220414 20220414110359 ACCESSION NUMBER: 0001725547-22-000052 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220414 DATE AS OF CHANGE: 20220414 EFFECTIVENESS DATE: 20220414 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: 22826387 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 03-31-2022 03-31-2022 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 04-14-2022 0 52 150643 false INFORMATION TABLE 2 Form13fInfoTable.xml AT&T INC COM 00206R102 691 29262 SH SOLE 0 0 29262 ALPHABET INC CAP STK CL C 02079K107 274 98 SH SOLE 0 0 98 APPLE INC COM 037833100 288 1652 SH SOLE 0 0 1652 BK OF AMERICA CORP COM 060505104 854 20724 SH SOLE 0 0 20724 BLACK HILLS CORP COM 092113109 529 6865 SH SOLE 0 0 6865 CHEVRON CORP NEW COM 166764100 233 1431 SH SOLE 0 0 1431 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1620 34779 SH SOLE 0 0 34779 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1942 70411 SH SOLE 0 0 70411 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 3612 107893 SH SOLE 0 0 107893 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 7744 310381 SH SOLE 0 0 310381 HARBORONE BANCORP INC NEW COM NEW 41165Y100 1384 98692 SH SOLE 0 0 98692 INDEPENDENT BK CORP MASS COM 453836108 519 6358 SH SOLE 0 0 6358 ISHARES TR CORE S&P TTL STK 464287150 16148 159981 SH SOLE 0 0 159981 ISHARES TR CORE S&P500 ETF 464287200 37414 82467 SH SOLE 0 0 82467 ISHARES TR CORE US AGGBD ET 464287226 279 2608 SH SOLE 0 0 2608 ISHARES TR MSCI EMG MKT ETF 464287234 736 16297 SH SOLE 0 0 16297 ISHARES TR S&P 500 GRWT ETF 464287309 1200 15716 SH SOLE 0 0 15716 ISHARES TR S&P 500 VAL ETF 464287408 762 4892 SH SOLE 0 0 4892 ISHARES TR MSCI EAFE ETF 464287465 2080 28260 SH SOLE 0 0 28260 ISHARES TR COHEN STEER REIT 464287564 1634 23009 SH SOLE 0 0 23009 ISHARES TR RUS 1000 VAL ETF 464287598 1504 9059 SH SOLE 0 0 9059 ISHARES TR RUSSELL 2000 ETF 464287655 12895 62822 SH SOLE 0 0 62822 ISHARES TR SP SMCP600VL ETF 464287879 997 9739 SH SOLE 0 0 9739 ISHARES TR EAFE SML CP ETF 464288273 327 4936 SH SOLE 0 0 4936 ISHARES TR NATIONAL MUN ETF 464288414 585 5335 SH SOLE 0 0 5335 ISHARES TR EAFE VALUE ETF 464288877 1597 31773 SH SOLE 0 0 31773 ISHARES TR CORE MSCI TOTAL 46432F834 1915 28766 SH SOLE 0 0 28766 ISHARES TR CORE MSCI EAFE 46432F842 4049 58244 SH SOLE 0 0 58244 ISHARES INC CORE MSCI EMKT 46434G103 5819 104760 SH SOLE 0 0 104760 ISHARES TR CORE MSCI INTL 46435G326 5812 91343 SH SOLE 0 0 91343 MICROSOFT CORP COM 594918104 831 2694 SH SOLE 0 0 2694 NEXTERA ENERGY INC COM 65339F101 223 2636 SH SOLE 0 0 2636 PEPSICO INC COM 713448108 568 3394 SH SOLE 0 0 3394 RAYTHEON TECHNOLOGIES CORP COM 75513E101 804 8120 SH SOLE 0 0 8120 SPDR S&P 500 ETF TR TR UNIT 78462F103 226 500 SH SOLE 0 0 500 SPDR SER TR S&P 600 SMCP VAL 78464A300 22880 274575 SH SOLE 0 0 274575 SPDR SER TR PORTFOLIO S&P600 78468R853 247 5875 SH SOLE 0 0 5875 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 687 9178 SH SOLE 0 0 9178 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1552 42265 SH SOLE 0 0 42265 UNITEDHEALTH GROUP INC COM 91324P102 988 1938 SH SOLE 0 0 1938 VANGUARD WORLD FD ESG INTL STK ETF 921910725 538 9410 SH SOLE 0 0 9410 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 338 4335 SH SOLE 0 0 4335 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 420 8751 SH SOLE 0 0 8751 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 304 5933 SH SOLE 0 0 5933 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 540 11716 SH SOLE 0 0 11716 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 530 8428 SH SOLE 0 0 8428 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1106 10201 SH SOLE 0 0 10201 VANGUARD INDEX FDS MID CAP ETF 922908629 491 2065 SH SOLE 0 0 2065 VANGUARD INDEX FDS TOTAL STK MKT 922908769 814 3574 SH SOLE 0 0 3574 VERIZON COMMUNICATIONS INC COM 92343V104 473 9291 SH SOLE 0 0 9291 WALMART INC COM 931142103 329 2208 SH SOLE 0 0 2208 YUM BRANDS INC COM 988498101 311 2625 SH SOLE 0 0 2625