Briggs Advisory Group, Inc. 13F 持仓 · 最近申报 2023年Q3
Briggs Advisory Group 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 60 只证券，申报市值合计 1.75 亿美元。前几大持仓：IVV（18.40%）、ITOT（14.91%）、SLYV（9.68%）。本季前 25 大持仓中：增持 8 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $32.1M | 18.40% | 74,862 | 减持 |
| 2 | ITOT | ISHARES TR | $26.0M | 14.91% | 276,498 | 增持 |
| 3 | SLYV | SPDR SER TR | $16.9M | 9.68% | 233,591 | 减持 |
| 4 | IDEV | ISHARES TR | $11.9M | 6.80% | 203,969 | 增持 |
| 5 | IWM | ISHARES TR | $10.5M | 5.99% | 59,188 | 减持 |
| 6 | IEMG | ISHARES INC | $7.0M | 4.02% | 147,719 | 增持 |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $6.9M | 3.95% | 306,513 | 增持 |
| 8 | VTI | VANGUARD INDEX FDS | $6.3M | 3.58% | 29,434 | 减持 |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $5.0M | 2.84% | 151,922 | 增持 |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $4.6M | 2.61% | 104,144 | 减持 |
| 11 | AAPL | APPLE INC | $4.3M | 2.45% | 25,009 | 减持 |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $3.4M | 1.94% | 74,110 | 增持 |
| 13 | IEFA | ISHARES TR | $2.8M | 1.60% | 43,431 | 减持 |
| 14 | AMP | AMERIPRISE FINL INC | $2.6M | 1.51% | 8,009 | 持平 |
| 15 | AXP | AMERICAN EXPRESS CO | $2.4M | 1.39% | 16,295 | 减持 |
| 16 | IXUS | ISHARES TR | $2.0M | 1.17% | 34,135 | 减持 |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $2.0M | 1.16% | 77,409 | 减持 |
| 18 | EFA | ISHARES TR | $1.8M | 1.04% | 26,307 | 增持 |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.84% | 37,427 | 减持 |
| 20 | EFV | ISHARES TR | $1.4M | 0.83% | 29,507 | 持平 |
| 21 | IWD | ISHARES TR | $1.4M | 0.78% | 8,952 | 持平 |
| 22 | MSFT | MICROSOFT CORP | $1.3M | 0.73% | 4,031 | 减持 |
| 23 | UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.63% | 2,195 | 减持 |
| 24 | VGIT | VANGUARD SCOTTSDALE FDS | $1.1M | 0.62% | 18,834 | 增持 |
| 25 | IVW | ISHARES TR | $1.0M | 0.60% | 15,308 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR