Portfolio (Quarterly)
Guide ↗
Briggs Wealth Management, Inc
· CIK 0002109156| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,237.0 | $293K | 0.27% | NEW | — | $236.62 | +3.2% |
| 42 | DE | DEERE & CO | Industrials | 456.0 | $289K | 0.26% | NEW | — | $633.95 | -0.5% |
| 43 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 3,200.0 | $287K | 0.26% | NEW | — | $89.84 | +2.9% |
| 44 | MTUM | ISHARES TR | — | 791.0 | $271K | 0.25% | NEW | — | $342.83 | -11.8% |
| 45 | IJH | ISHARES TR | — | 3,500.0 | $270K | 0.25% | NEW | — | $77.11 | -1.3% |
| 46 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 6,354.0 | $269K | 0.25% | NEW | — | $42.34 | +18.7% |
| 47 | TRV | TRAVELERS COMPANIES INC | Financial Services | 807.0 | $266K | 0.24% | NEW | — | $330.12 | +12.0% |
| 48 | CAT | CATERPILLAR INC | Industrials | 246.0 | $262K | 0.24% | NEW | — | $1064.90 | -23.8% |
| 49 | SCHF | SCHWAB STRATEGIC TR | — | 9,115.0 | $252K | 0.23% | NEW | — | $27.70 | +3.2% |
| 50 | XLY | SELECT SECTOR SPDR TR | — | 2,140.0 | $251K | 0.23% | NEW | — | $117.28 | +0.6% |
| 51 | VTEB | VANGUARD MUN BD FDS | — | 4,938.0 | $250K | 0.23% | NEW | — | $50.58 | -2.0% |
| 52 | LLY | ELI LILLY & CO | Healthcare | 207.0 | $248K | 0.23% | NEW | — | $1199.43 | +2.8% |
| 53 | IBDU | ISHARES TR | — | 10,702.0 | $248K | 0.23% | NEW | — | $23.16 | -0.3% |
| 54 | IBDS | ISHARES TR | — | 9,937.0 | $241K | 0.22% | NEW | — | $24.22 | -0.1% |
| 55 | AMZN | AMAZON COM INC | Consumer Cyclical | 969.0 | $231K | 0.21% | NEW | — | $238.34 | +9.5% |
| 56 | ICF | ISHARES TR | — | 3,296.0 | $223K | 0.20% | NEW | — | $67.63 | +2.2% |
| 57 | — | BERKSHIRE HATHAWAY INC DEL | — | 440.0 | $220K | 0.20% | NEW | — | $500.39 | — |
| 58 | VOOV | VANGUARD ADMIRAL FDS INC | — | 1,002.0 | $220K | 0.20% | NEW | — | $219.21 | +4.6% |
| 59 | GLDM | WORLD GOLD TR | Financial Services | 2,725.0 | $216K | 0.20% | NEW | — | $79.42 | +16.3% |
| 60 | SCHD | SCHWAB STRATEGIC TR | — | 6,708.0 | $213K | 0.19% | NEW | — | $31.71 | +10.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
50.8%
Technology
20.9%
Industrials
8.3%
Communication Services
6.9%
Healthcare
6.6%
Utilities
4.1%
Consumer Cyclical
2.5%