Titelia

Holdings of Briggs Wealth Management, Inc

53 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 79.8 % of the equity sleeve

Sector breakdown

  • Funds 3.1 %
  • Technology 1.9 %
  • Communication 0.7 %
  • Health care 0.7 %
  • Financials 0.5 %
  • Industrials 0.3 %
  • Consumer discretionary 0.2 %
  • Unattributed 92.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US5392M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 138,81644.5M $
2Vanguard Total International S 95,8087.4M $
3Vanguard Total Bond Market ETF 85,4646.3M $
4State Street SPDR S&P 500 ETF Trust 5,7023.7M $
5Vanguard Small-Cap ETF 13,0683.4M $
6Schwab Fundamental U.S. Large Company ETF 68,5351.9M $
7Vanguard Extended Market ETF 8,9761.8M $
8Vanguard FTSE All-World ex-US ETF 20,7051.6M $
9iShares iBonds Dec 2028 Term C 57,2271.4M $
10Vanguard Real Estate ETF 15,1181.3M $
11Apple Inc 4,4471.1M $
12Putnam Focused Large Cap Value ETF 23,4651.1M $
13Vanguard Value ETF 4,874956.3K $
14Vanguard Mid-Cap Growth ETF 3,508902.8K $
15iShares Trust 8,874893.3K $
16Invesco S&P 500 Equal Weight ETF 4,154797.3K $
17Vanguard Mid-Cap ETF 2,405690.7K $
18Invesco Exchange-Traded Fund T 12,282670K $
19F/m US Treasury 3 Month Bill F 13,094652.9K $
20Vanguard Large-Cap ETF 2,090624.6K $
21Microsoft Corp 1,644608.7K $
22iShares Core S&P 500 ETF 855558.2K $
23Vanguard FTSE Developed Markets ETF 8,207525.9K $
24Schwab Strategic Trust 16,954493.9K $
25iShares MSCI USA Min Vol Factor ETF 5,107473.6K $
26Vanguard International Equity Index Funds 7,827423K $
27IDACORP Inc 2,467352.7K $
28Ishares Gold Trust 3,965349.6K $
29Johnson & Johnson 1,410344.6K $
30Vanguard Information Technology ETF 464323.7K $
31Verizon Communications Inc 6,354319K $
32Schwab US Broad Market ETF 12,303308.8K $
33iShares Russell 3000 ETF 788292.1K $
34Alphabet Inc 1,009290.2K $
35iShares Core S&P Small-Cap ETF 2,238278.2K $
36VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,237266K $
37Eli Lilly & Co 284261.2K $
38Deere & Co 456256.7K $
39SPDR Gold MiniShares Trust 2,725252.6K $
40iShares iBonds Dec 2029 Term C 10,702248.9K $
41Vanguard Tax-Exempt Bond Index ETF 4,938246.4K $
42First Trust NASDAQ Cybersecuri 3,872242.7K $
43iShares iBonds Dec 2027 Term C 9,937240.9K $
44iShares Core S&P Mid-Cap ETF 3,500236.4K $
45Travelers Cos Inc/The 807235.4K $
46Select Sector Spdr Trust 2,140233.2K $
47Schwab International Equity ETF 9,115225.6K $
48Vanguard S&P 500 ETF 367219.3K $
49Berkshire Hathaway Inc 440210.8K $
50Schwab US Dividend Equity ETF 6,708205.8K $
51Vanguard S&P 500 Value ETF 1,002204.2K $
52iShares Select U.S. REIT ETF 3,296204K $
53Amazon.com Inc 969201.8K $