0001725547-23-000044.txt : 20230210 0001725547-23-000044.hdr.sgml : 20230210 20230209173950 ACCESSION NUMBER: 0001725547-23-000044 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230209 EFFECTIVENESS DATE: 20230210 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: 23607570 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 12-31-2022 12-31-2022 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 02-09-2023 0 54 157063081 false INFORMATION TABLE 2 Form13fInfoTable.xml AT&T INC COM 00206R102 538713 29262 SH SOLE 0 0 29262 AMERICAN CENTY ETF TR US SML CP VALU 025072877 773712 10384 SH SOLE 0 0 10384 AMERICAN EXPRESS CO COM 025816109 2573805 17420 SH SOLE 0 0 17420 AMERIPRISE FINL INC COM 03076C106 2493762 8009 SH SOLE 0 0 8009 APPLE INC COM 037833100 2483527 19114 SH SOLE 0 0 19114 BANK AMERICA CORP COM 060505104 732970 22131 SH SOLE 0 0 22131 BLACK HILLS CORP COM 092113109 398124 5660 SH SOLE 0 0 5660 CVS HEALTH CORP COM 126650100 224961 2414 SH SOLE 0 0 2414 CHEVRON CORP NEW COM 166764100 247517 1379 SH SOLE 0 0 1379 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 354124 13106 SH SOLE 0 0 13106 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 2194775 49938 SH SOLE 0 0 49938 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1941927 79981 SH SOLE 0 0 79981 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 520469 23434 SH SOLE 0 0 23434 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 4009603 131895 SH SOLE 0 0 131895 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 6191929 286663 SH SOLE 0 0 286663 HARBORONE BANCORP INC NEW COM NEW 41165Y100 1371859 98695 SH SOLE 0 0 98695 INDEPENDENT BK CORP MASS COM 453836108 536806 6358 SH SOLE 0 0 6358 ISHARES TR CORE S&P TTL STK 464287150 20221917 238466 SH SOLE 0 0 238466 ISHARES TR CORE S&P500 ETF 464287200 28953662 75359 SH SOLE 0 0 75359 ISHARES TR MSCI EMG MKT ETF 464287234 369328 9745 SH SOLE 0 0 9745 ISHARES TR S&P 500 GRWT ETF 464287309 919386 15716 SH SOLE 0 0 15716 ISHARES TR S&P 500 VAL ETF 464287408 709682 4892 SH SOLE 0 0 4892 ISHARES TR MSCI EAFE ETF 464287465 1644624 25055 SH SOLE 0 0 25055 ISHARES TR RUS MID CAP ETF 464287499 214289 3177 SH SOLE 0 0 3177 ISHARES TR COHEN STEER REIT 464287564 1330618 24264 SH SOLE 0 0 24264 ISHARES TR RUS 1000 VAL ETF 464287598 1368186 9022 SH SOLE 0 0 9022 ISHARES TR RUSSELL 2000 ETF 464287655 10690635 61314 SH SOLE 0 0 61314 ISHARES TR SP SMCP600VL ETF 464287879 765269 8381 SH SOLE 0 0 8381 ISHARES TR NATIONAL MUN ETF 464288414 562940 5335 SH SOLE 0 0 5335 ISHARES TR EAFE VALUE ETF 464288877 1353781 29507 SH SOLE 0 0 29507 ISHARES TR CORE MSCI TOTAL 46432F834 2050573 35428 SH SOLE 0 0 35428 ISHARES TR CORE MSCI EAFE 46432F842 2785202 45185 SH SOLE 0 0 45185 ISHARES INC CORE MSCI EMKT 46434G103 5874888 125801 SH SOLE 0 0 125801 ISHARES TR CORE MSCI INTL 46435G326 8822523 157601 SH SOLE 0 0 157601 ISHARES TR MSCI INTL VLU FT 46435G409 755064 32588 SH SOLE 0 0 32588 MERCK & CO INC COM 58933Y105 334736 3017 SH SOLE 0 0 3017 MICROSOFT CORP COM 594918104 957432 3992 SH SOLE 0 0 3992 NEXTERA ENERGY INC COM 65339F101 220370 2636 SH SOLE 0 0 2636 PALO ALTO NETWORKS INC COM 697435105 209310 1500 SH SOLE 0 0 1500 PEPSICO INC COM 713448108 613160 3394 SH SOLE 0 0 3394 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1345714 13334 SH SOLE 0 0 13334 SPDR SER TR S&P 600 SMCP VAL 78464A300 18063023 243371 SH SOLE 0 0 243371 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 606937 10924 SH SOLE 0 0 10924 UNITEDHEALTH GROUP INC COM 91324P102 1145170 2160 SH SOLE 0 0 2160 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 428042 5686 SH SOLE 0 0 5686 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4460320 106274 SH SOLE 0 0 106274 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 365926 7834 SH SOLE 0 0 7834 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1839505 47191 SH SOLE 0 0 47191 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 918604 15708 SH SOLE 0 0 15708 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 855351 10370 SH SOLE 0 0 10370 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6705033 35070 SH SOLE 0 0 35070 VERIZON COMMUNICATIONS INC COM 92343V104 363977 9238 SH SOLE 0 0 9238 WALMART INC COM 931142103 313111 2208 SH SOLE 0 0 2208 YUM BRANDS INC COM 988498101 336210 2625 SH SOLE 0 0 2625