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Disclosed positions
Briggs Wealth Management, Inc: source evidence dated 2026-08-07T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VTI
- Class
- TOTAL STK MKT
- Reported value
- $50,783,294
- Reported amount
- 137,237
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002109156-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $50,783,294 | 137,237 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $9,390,501 | 109,843 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $6,813,486 | 92,814 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,182,276 | 5,600 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $4,064,891 | 13,410 | SH | None |
| PUTNAM ETF TRUST | PVAL | FOCUSED LAR CAP | $2,589,483 | 50,824 | SH | None |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $2,208,905 | 71,026 | SH | None |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $2,199,364 | 8,933 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $1,734,674 | 20,713 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $1,420,317 | 14,729 | SH | None |
| ISHARES TR | IBDT | IBDS DEC28 ETF | $1,378,524 | 54,595 | SH | None |
| APPLE INC | AAPL | COM | $1,287,152 | 4,448 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,062,191 | 4,874 | SH | None |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $999,151 | 3,262 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $883,932 | 4,154 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $805,058 | 7,997 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $774,841 | 9,617 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XLG | S&P 500 TOP 50 | $762,508 | 12,453 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSPT | S&P500 EQL TEC | $752,261 | 11,663 | SH | None |
| ISHARES TR | IBIF | IBONDS OCT 2029 | $735,200 | 27,965 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $718,785 | 2,090 | SH | None |
| FIRST TR EXCHANGE TRADED FD | TDIV | NASD TECH DIV | $701,733 | 6,108 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $638,502 | 853 | SH | None |
| MICROSOFT CORP | MSFT | COM | $632,036 | 1,694 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $621,099 | 18,354 | SH | None |
| ISHARES TR | IBIE | IBONDS OCT 2028 | $604,979 | 23,003 | SH | None |
| RBB FD INC | TBIL | F/M US TREASURY | $603,007 | 12,094 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $503,124 | 13,657 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $492,621 | 5,107 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $453,830 | 3,797 | SH | None |
| VANGUARD ADMIRAL FDS INC | VIOV | SMLCP 600 VAL | $390,294 | 3,326 | SH | None |
| IDACORP INC | IDA | COM | $373,257 | 2,467 | SH | None |
| SPDR SERIES TRUST | EFIV | SPDR S&P 500 ESG | $366,036 | 5,019 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $360,632 | 1,009 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $358,051 | 1,410 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $356,576 | 12,313 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $353,949 | 4,109 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $331,918 | 2,238 | SH | None |
| INVESCO ACTVELY MNGD ETC FD | PDBC | OPTIMUM YIELD | $324,587 | 20,440 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $301,038 | 706 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $292,699 | 1,237 | SH | None |
| DEERE & CO | DE | COM | $289,083 | 456 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | CIBR | NASDAQ CYB ETF | $287,488 | 3,200 | SH | None |
| ISHARES TR | MTUM | MSCI USA MMENTM | $271,179 | 791 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $269,885 | 3,500 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $269,028 | 6,354 | SH | None |
| TRAVELERS COMPANIES INC | TRV | COM | $266,407 | 807 | SH | None |
| CATERPILLAR INC | CAT | COM | $261,965 | 246 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $252,486 | 9,115 | SH | None |
| SELECT SECTOR SPDR TR | XLY | ST STR DISCR ETF | $250,979 | 2,140 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.