BWM

Briggs Wealth Management Portfolio holdings

AUM $94.3M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.3M
AUM Growth
+$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.12M
3
+$1.11M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$527K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$438K

Top Sells

1
+$610K
2
+$379K
3
+$306K
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$216K
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$199K

Sector Composition

1 Technology 1.84%
2 Communication Services 0.65%
3 Healthcare 0.64%
4 Financials 0.47%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHG icon
26
Schwab US Large-Cap Growth ETF
SCHG
$59.9B
$494K 0.52%
+16,954
USMV icon
27
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$474K 0.5%
5,107
-155
IBIE icon
28
iShares iBonds Oct 2028 Term TIPS ETF
IBIE
$152M
$459K 0.49%
17,480
VWO icon
29
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$423K 0.45%
+7,827
IBIF icon
30
iShares iBonds Oct 2029 Term TIPS ETF
IBIF
$96.2M
$371K 0.39%
+14,142
IDA icon
31
Idacorp
IDA
$7.9B
$353K 0.37%
2,467
IAU icon
32
iShares Gold Trust
IAU
$70B
$350K 0.37%
3,965
-279
JNJ icon
33
Johnson & Johnson
JNJ
$554B
$345K 0.37%
1,410
VGT icon
34
Vanguard Information Technology ETF
VGT
$143B
$324K 0.34%
3,712
-1,232
VZ icon
35
Verizon
VZ
$202B
$319K 0.34%
6,354
EFIV icon
36
State Street SPDR S&P 500 ESG ETF
EFIV
$1.08B
$314K 0.33%
+4,971
SCHB icon
37
Schwab US Broad Market ETF
SCHB
$42.9B
$309K 0.33%
12,303
+312
IWV icon
38
iShares Russell 3000 ETF
IWV
$19.7B
$292K 0.31%
788
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$4.71T
$290K 0.31%
1,009
-150
IJR icon
40
iShares Core S&P Small-Cap ETF
IJR
$104B
$278K 0.3%
2,238
VIG icon
41
Vanguard Dividend Appreciation ETF
VIG
$108B
$266K 0.28%
1,237
LLY icon
42
Eli Lilly
LLY
$949B
$261K 0.28%
284
DE icon
43
Deere & Co
DE
$143B
$257K 0.27%
456
-63
GLDM icon
44
SPDR Gold MiniShares Trust
GLDM
$30.7B
$253K 0.27%
2,725
-603
IBDU icon
45
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.78B
$249K 0.26%
+10,702
VTEB icon
46
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$246K 0.26%
4,938
CIBR icon
47
First Trust NASDAQ Cybersecurity ETF
CIBR
$12.9B
$243K 0.26%
3,872
+92
IBDS icon
48
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.78B
$241K 0.26%
9,937
IJH icon
49
iShares Core S&P Mid-Cap ETF
IJH
$119B
$236K 0.25%
3,500
TRV icon
50
Travelers Companies
TRV
$64.8B
$235K 0.25%
807
1
2
3