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Home > Institutional Investor > Briggs Advisory Group, Inc. > Profile

Instuitional Investor - Briggs Advisory Group, Inc.

Fund Profile
Filing Period:
Fund Name: Briggs Advisory Group, Inc.
Portfolio Value $174,724,922
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 74,862 $32,147,967 18.39%
2.
Ishares Trust
 IEF 276,498 $26,043,312 14.9%
3.
Spdr Series Trust
 233,591 $16,904,965 9.67%
4.
Ishares Tr
 203,969 $11,887,319 6.8%
5.
Ishares Trust
 IEF 59,188 $10,460,812 5.98%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)