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  Name: BRIGGS ADVISORY GROUP INC.
  City: LINCOLN
  State: RI
  Zip: 02865
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $174,724,000
  Total Value Change : $-4,373,000
  Securities Held Change : 4
   
All Securities Held : 60
  New Positions : 4
  Closed Positions : 0
  Increased Positions : 12
  Unchanged Positions : 18
  Decreased Positions : 26

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 27 New $57.62 $987,000 21,193 0.56% 987,000 21,193 0.022    N/A
   (AVDV)1 Year Chart         AVDV Avantis International Small... 29 New $0.00 $889,000 15,375 0.51% 889,000 15,375 0.01    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 40 New $0.00 $454,000 19,494 0.26% 454,000 19,494 0.022    N/A
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 47 New $0.00 $349,000 13,352 0.2% 349,000 13,352 0.011    N/A

      4 Records Found
  1    
Page 1 of 1
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