# EDGAR Filing Document

**Accession Number:** 0001906527
**File Stem:** 0001725547-23-000044
**Filing Date:** 2023-2
**Character Count:** 9170
**Document Hash:** 4a1efe077c5326fe433827ac9cffc860
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001725547-23-000044.hdr.sgml**: 20230210

**ACCESSION NUMBER**: 0001725547-23-000044

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230210

**DATE AS OF CHANGE**: 20230209

**EFFECTIVENESS DATE**: 20230210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BRIGGS ADVISORY GROUP, INC.
- **CENTRAL INDEX KEY:** 0001906527
- **IRS NUMBER:** 472156245
- **STATE OF INCORPORATION:** RI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21508
- **FILM NUMBER:** 23607570

**BUSINESS ADDRESS:**
- **STREET 1:** 24 ALBION ROAD
- **STREET 2:** SUITE 440
- **CITY:** LINCOLN
- **STATE:** RI
- **ZIP:** 02865
- **BUSINESS PHONE:** 401-334-3400

**MAIL ADDRESS:**
- **STREET 1:** 24 ALBION ROAD
- **STREET 2:** SUITE 440
- **CITY:** LINCOLN
- **STATE:** RI
- **ZIP:** 02865

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BRIGGS ADVISORY GROUP INC.<br>**Address:** 24 ALBION ROAD<br>SUITE 440<br>LINCOLN, RI 02865

**Form 13F File Number:** 028-21508

**CRD Number (if applicable):** 000291947

**SEC File Number (if applicable):** 801-112491

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Harold E. Briggs Jr.<br>**Title:** CHIEF COMPLIANCE OFFICER<br>**Phone:** 401-334-3400

**Signature, Place, and Date of Signing:**

Harold E. Briggs Jr.  LINCOLN, RI  02-09-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 54

**Form 13F Information Table Value Total:** $157063081

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AT INC | COM | 00206R102 |  | 538713 | 29262 | SH |  | SOLE |  | 0 | 0 | 29262 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 773712 | 10384 | SH |  | SOLE |  | 0 | 0 | 10384 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 2573805 | 17420 | SH |  | SOLE |  | 0 | 0 | 17420 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 2493762 | 8009 | SH |  | SOLE |  | 0 | 0 | 8009 |
| APPLE INC | COM | 037833100 |  | 2483527 | 19114 | SH |  | SOLE |  | 0 | 0 | 19114 |
| BANK AMERICA CORP | COM | 060505104 |  | 732970 | 22131 | SH |  | SOLE |  | 0 | 0 | 22131 |
| BLACK HILLS CORP | COM | 092113109 |  | 398124 | 5660 | SH |  | SOLE |  | 0 | 0 | 5660 |
| CVS HEALTH CORP | COM | 126650100 |  | 224961 | 2414 | SH |  | SOLE |  | 0 | 0 | 2414 |
| CHEVRON CORP NEW | COM | 166764100 |  | 247517 | 1379 | SH |  | SOLE |  | 0 | 0 | 1379 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 354124 | 13106 | SH |  | SOLE |  | 0 | 0 | 13106 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 2194775 | 49938 | SH |  | SOLE |  | 0 | 0 | 49938 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 1941927 | 79981 | SH |  | SOLE |  | 0 | 0 | 79981 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 520469 | 23434 | SH |  | SOLE |  | 0 | 0 | 23434 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 4009603 | 131895 | SH |  | SOLE |  | 0 | 0 | 131895 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 6191929 | 286663 | SH |  | SOLE |  | 0 | 0 | 286663 |
| HARBORONE BANCORP INC NEW | COM NEW | 41165Y100 |  | 1371859 | 98695 | SH |  | SOLE |  | 0 | 0 | 98695 |
| INDEPENDENT BK CORP MASS | COM | 453836108 |  | 536806 | 6358 | SH |  | SOLE |  | 0 | 0 | 6358 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 20221917 | 238466 | SH |  | SOLE |  | 0 | 0 | 238466 |
| ISHARES TR | CORE S ETF | 464287200 |  | 28953662 | 75359 | SH |  | SOLE |  | 0 | 0 | 75359 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 369328 | 9745 | SH |  | SOLE |  | 0 | 0 | 9745 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 919386 | 15716 | SH |  | SOLE |  | 0 | 0 | 15716 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 709682 | 4892 | SH |  | SOLE |  | 0 | 0 | 4892 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1644624 | 25055 | SH |  | SOLE |  | 0 | 0 | 25055 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 214289 | 3177 | SH |  | SOLE |  | 0 | 0 | 3177 |
| ISHARES TR | COHEN STEER REIT | 464287564 |  | 1330618 | 24264 | SH |  | SOLE |  | 0 | 0 | 24264 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 1368186 | 9022 | SH |  | SOLE |  | 0 | 0 | 9022 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 10690635 | 61314 | SH |  | SOLE |  | 0 | 0 | 61314 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 765269 | 8381 | SH |  | SOLE |  | 0 | 0 | 8381 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 562940 | 5335 | SH |  | SOLE |  | 0 | 0 | 5335 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 1353781 | 29507 | SH |  | SOLE |  | 0 | 0 | 29507 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 2050573 | 35428 | SH |  | SOLE |  | 0 | 0 | 35428 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 2785202 | 45185 | SH |  | SOLE |  | 0 | 0 | 45185 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 5874888 | 125801 | SH |  | SOLE |  | 0 | 0 | 125801 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 8822523 | 157601 | SH |  | SOLE |  | 0 | 0 | 157601 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 |  | 755064 | 32588 | SH |  | SOLE |  | 0 | 0 | 32588 |
| MERCK  CO INC | COM | 58933Y105 |  | 334736 | 3017 | SH |  | SOLE |  | 0 | 0 | 3017 |
| MICROSOFT CORP | COM | 594918104 |  | 957432 | 3992 | SH |  | SOLE |  | 0 | 0 | 3992 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 220370 | 2636 | SH |  | SOLE |  | 0 | 0 | 2636 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 209310 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| PEPSICO INC | COM | 713448108 |  | 613160 | 3394 | SH |  | SOLE |  | 0 | 0 | 3394 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 1345714 | 13334 | SH |  | SOLE |  | 0 | 0 | 13334 |
| SPDR SER TR | S 600 SMCP VAL | 78464A300 |  | 18063023 | 243371 | SH |  | SOLE |  | 0 | 0 | 243371 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 606937 | 10924 | SH |  | SOLE |  | 0 | 0 | 10924 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1145170 | 2160 | SH |  | SOLE |  | 0 | 0 | 2160 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 428042 | 5686 | SH |  | SOLE |  | 0 | 0 | 5686 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 4460320 | 106274 | SH |  | SOLE |  | 0 | 0 | 106274 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 365926 | 7834 | SH |  | SOLE |  | 0 | 0 | 7834 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1839505 | 47191 | SH |  | SOLE |  | 0 | 0 | 47191 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 918604 | 15708 | SH |  | SOLE |  | 0 | 0 | 15708 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 855351 | 10370 | SH |  | SOLE |  | 0 | 0 | 10370 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 6705033 | 35070 | SH |  | SOLE |  | 0 | 0 | 35070 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 363977 | 9238 | SH |  | SOLE |  | 0 | 0 | 9238 |
| WALMART INC | COM | 931142103 |  | 313111 | 2208 | SH |  | SOLE |  | 0 | 0 | 2208 |
| YUM BRANDS INC | COM | 988498101 |  | 336210 | 2625 | SH |  | SOLE |  | 0 | 0 | 2625 |

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