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| Name: |
BRIGGS ADVISORY GROUP INC. |
| City: |
LINCOLN |
| State: |
RI |
| Zip: |
02865 |
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data |
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| Holdings
Found :
11 |
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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 |
|
ITOT |
iShares Core S&P Total US |
2 |
- |
$116.35 |
$26,043,000 |
276,498 |
14.91% |
102,000 |
11,362 |
0.076 |
Closed - End Fund - E... |
|
|
IDEV |
Ishares Core Msci Internati... |
4 |
- |
$68.53 |
$11,887,000 |
203,969 |
6.8% |
760,000 |
21,914 |
0.033 |
N/A |
|
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IEMG |
Ishares Core Msci Emerging ... |
6 |
- |
$54.95 |
$7,030,000 |
147,719 |
4.02% |
70,000 |
6,519 |
0.001 |
N/A |
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DFAX |
Dimensional Funds plc - Wor... |
7 |
- |
$26.36 |
$6,903,000 |
306,513 |
3.95% |
60,000 |
12,938 |
0.034 |
N/A |
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DFIV |
Dimensional International V... |
9 |
- |
$38.00 |
$4,956,000 |
151,922 |
2.84% |
124,000 |
4,843 |
0.017 |
N/A |
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DFAT |
Dimensional U S Targeted Va... |
12 |
- |
$54.33 |
$3,386,000 |
74,110 |
1.94% |
108,000 |
3,447 |
0.008 |
N/A |
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EFA |
iShares TR MSCI EAFE Indx FD |
18 |
- |
$81.64 |
$1,813,000 |
26,307 |
1.04% |
-4,000 |
1,252 |
0.004 |
Closed - End Fund - E... |
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VGIT |
Vanguard Intermediate -Ter |
24 |
- |
$57.93 |
$1,076,000 |
18,834 |
0.62% |
216,000 |
4,174 |
0.002 |
Closed - End Fund - Debt |
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DISV |
Dfa Dimensional Internation... |
30 |
- |
$0.00 |
$870,000 |
36,582 |
0.5% |
289,000 |
12,010 |
0.041 |
N/A |
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BSV |
Vanguard Short-Term Bond |
38 |
- |
$76.40 |
$545,000 |
7,253 |
0.31% |
156,000 |
2,103 |
0.001 |
Closed - End Fund - E... |
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VTIP |
Vanguard Short Term Inflati... |
42 |
- |
$48.16 |
$409,000 |
8,642 |
0.23% |
58,000 |
1,240 |
0 |
N/A |
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