Briggs Wealth Management, Inc
61 holdingsFiling period: 2026-06-30Current AUM: $107.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Index Fds | 137.2K | $50.8M | $49.7M | 46.30% | -1,579 | 2026-06-30 |
| 2 | VXUS | Vanguard Star Fds | 109.8K | $9.4M | $8.9M | 8.28% | +14.0K | 2026-06-30 |
| 3 | BND | Vanguard BD Index Fds | 92.8K | $6.8M | $6.6M | 6.19% | +7.3K | 2026-06-30 |
| 4 | SPY | State Str Spdr S&P 500 ETF T | 5.6K | $4.2M | $4.1M | 3.84% | -102 | 2026-06-30 |
| 5 | VB | Vanguard Index Fds | 13.4K | $4.1M | $3.8M | 3.57% | +342 | 2026-06-30 |
| 6 | PVAL | Putnam ETF Trust | 50.8K | $2.6M | $2.7M | 2.55% | +27.4K | 2026-06-30 |
| 7 | FNDX | Schwab Strategic TR | 71.0K | $2.2M | $2.3M | 2.12% | +2.5K | 2026-06-30 |
| 8 | VXF | Vanguard Index Fds | 8.9K | $2.2M | $2.0M | 1.87% | -43 | 2026-06-30 |
| 9 | VEU | Vanguard Intl Equity Index F | 20.7K | $1.7M | $1.6M | 1.53% | +8 | 2026-06-30 |
| 10 | VNQ | Vanguard Index Fds | 14.7K | $1.4M | $1.4M | 1.31% | -389 | 2026-06-30 |
| 11 | IBDT | iShares TR | 54.6K | $1.4M | $1.4M | 1.27% | -2,632 | 2026-06-30 |
| 12 | AAPL | Apple Inc | 4.4K | $1.3M | $1.5M | 1.42% | +1 | 2026-06-30 |
| 13 | VTV | Vanguard Index Fds | 4.9K | $1.1M | $1.1M | 1.01% | -- | 2026-06-30 |
| 14 | VOT | Vanguard Index Fds | 3.3K | $999K | $905K | 0.84% | -246 | 2026-06-30 |
| 15 | RSP | Invesco Exchange Traded FD T | 4.2K | $883K | $897K | 0.84% | -- | 2026-06-30 |
| 16 | SGOV | iShares TR | 8.0K | $805K | $804K | 0.75% | -877 | 2026-06-30 |
| 17 | VO | Vanguard Index Fds | 9.6K | $774K | $763K | 0.71% | +7.2K | 2026-06-30 |
| 18 | XLG | Invesco Exchange Traded FD T | 12.5K | $762K | $742K | 0.69% | +171 | 2026-06-30 |
| 19 | RSPT | Invesco Exchange Traded FD T | 11.7K | $752K | $670K | 0.62% | +289 | 2026-06-30 |
| 20 | IBIF | iShares TR | 28.0K | $735K | $715K | 0.67% | +13.8K | 2026-06-30 |
| 21 | VV | Vanguard Index Fds | 2.1K | $718K | $707K | 0.66% | -- | 2026-06-30 |
| 22 | TDIV | First TR Exchange Traded FD | 6.1K | $701K | $658K | 0.61% | -689 | 2026-06-30 |
| 23 | IVV | iShares TR | 853 | $638K | $629K | 0.59% | -2 | 2026-06-30 |
| 24 | MSFT | Microsoft Corp | 1.7K | $632K | $899K | 0.84% | +50 | 2026-06-30 |
| 25 | SCHG | Schwab Strategic TR | 18.4K | $621K | $608K | 0.57% | +1.4K | 2026-06-30 |
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