Briggs Wealth Management, Inc
58 holdingsFiling period: 2026-03-31Current AUM: $105.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 138.8K | $44.5M | $51.1M | 48.34% | +3.3K | 2026-03-31 |
| 2 | VXUS | VANGUARD STAR FDS | 95.8K | $7.4M | $8.1M | 7.66% | +17.1K | 2026-03-31 |
| 3 | BND | VANGUARD BD INDEX FDS | 85.5K | $6.3M | $6.2M | 5.84% | +1.3K | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 5.7K | $3.7M | $4.3M | 4.03% | -72 | 2026-03-31 |
| 5 | VB | VANGUARD INDEX FDS | 13.1K | $3.4M | $3.9M | 3.65% | +291 | 2026-03-31 |
| 6 | FNDX | SCHWAB STRATEGIC TR | 68.5K | $1.9M | $2.2M | 2.06% | -4,783 | 2026-03-31 |
| 7 | VXF | VANGUARD INDEX FDS | 9.0K | $1.8M | $2.1M | 2.00% | -404 | 2026-03-31 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 20.7K | $1.6M | $1.7M | 1.62% | +240 | 2026-03-31 |
| 9 | IBDT | ISHARES TR | 57.2K | $1.4M | $1.4M | 1.36% | +3.2K | 2026-03-31 |
| 10 | VNQ | VANGUARD INDEX FDS | 15.1K | $1.3M | $1.5M | 1.41% | -- | 2026-03-31 |
| 11 | AAPL | APPLE INC | 4.4K | $1.1M | $1.4M | 1.30% | -- | 2026-03-31 |
| 12 | PVAL | PUTNAM ETF TRUST | 23.5K | $1.1M | $1.3M | 1.18% | -- | 2026-03-31 |
| 13 | VTV | VANGUARD INDEX FDS | 4.9K | $956K | $1.1M | 1.01% | -644 | 2026-03-31 |
| 14 | VOT | VANGUARD INDEX FDS | 3.5K | $902K | $1.0M | 0.98% | -- | 2026-03-31 |
| 15 | SGOV | ISHARES TR | 8.9K | $893K | $893K | 0.84% | -6,067 | 2026-03-31 |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | 4.2K | $797K | $893K | 0.84% | -- | 2026-03-31 |
| 17 | VO | VANGUARD INDEX FDS | 2.4K | $690K | $778K | 0.74% | -169 | 2026-03-31 |
| 18 | XLG | INVESCO EXCHANGE TRADED FD T | 12.3K | $669K | $745K | 0.70% | +6.1K | 2026-03-31 |
| 19 | TBIL | RBB FD INC | 13.1K | $652K | $652K | 0.62% | -3,992 | 2026-03-31 |
| 20 | TDIV | FIRST TR EXCHANGE TRADED FD | 6.8K | $636K | $750K | 0.71% | +10 | 2026-03-31 |
| 21 | VV | VANGUARD INDEX FDS | 2.1K | $624K | $717K | 0.68% | -- | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 1.6K | $608K | $763K | 0.72% | -- | 2026-03-31 |
| 23 | IVV | ISHARES TR | 855 | $558K | $641K | 0.61% | -2 | 2026-03-31 |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | 8.2K | $525K | $579K | 0.55% | +14 | 2026-03-31 |
| 25 | RSPT | INVESCO EXCHANGE TRADED FD T | 11.4K | $514K | $686K | 0.65% | +2 | 2026-03-31 |
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