Client 1st Advisory

Latest statistics and disclosures from Client 1st Advisory's latest quarterly 13F-HR filing:

  • Client 1st Advisory was a net seller of stock by $0.

Companies in the Client 1st Advisory portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares MSCI ACWI Index Fund (ACWI) 14.01 179363 79.25
Ishares Tr cmn 11.34 443768 25.94
SPDR DJ Wilshire Large Cap (ELR) 9.89 265337 37.82
Ishares Msci Usa Quality Facto invalid 9.70 97465 101.00
Ishares U S Etf Tr Short Matur sht mat bd etf 5.30 107112 50.25
SPDR Barclay Cp Intr Trm Cr Bd (ITR) 4.26 122449 35.31
SPDR S&P; Emerging Markets (GMM) 4.00 107879 37.59
Spdr Tr russell 1000 lowvol 3.87 34381 114.19
SPDR Morgan Stanley Technology (MTK) 3.14 39037 81.64
Wisdomtree Tr itl hdg div gt 2.66 74143 36.34
Ishares Msci Usa Size Factor 2.32 24137 97.40
SPDR DJ Wilshire Large Cap Growth (SPYG) 2.16 52211 41.91
Ishares Tr core msci euro 2.14 43630 49.87
iShares Barclays Agency Bond Fund (AGZ) 1.97 17250 115.59
Vanguard Dividend Appreciation ETF (VIG) 1.86 15130 124.65
SPDR Barclays Capital Long Term Tr (TLO) 1.71 44617 38.86
Ishares Tr Msci Usa Momentum Factor 1.45 11738 125.58
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 1.37 12156 114.59
Ishares Tr fltg rate nt 1.10 21972 50.93
Invesco S&p Smallcap Low Volatility Etf 1.10 21905 50.90
WisdomTree MidCap Dividend Fund (DON) 1.02 27193 38.02
Ishares Tr broad usd high 0.97 23908 41.12
Vanguard Small-Cap Value ETF (VBR) 0.95 7063 137.05
Wp Carey 0.91 11548 80.01
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.88 6164 145.68
SPDR Dow Jones Global Real Estate (RWO) 0.80 15817 51.53
Spdr Ser Tr barc 1-10yrtip 0.80 41190 19.62
Ishares Tr core msci pac 0.77 13452 58.43
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.65 22829 28.82
SPDR S&P; Emerging Markets Small Cap (EWX) 0.63 13986 46.05
SPDR Barclays Capital Aggregate Bo (LAG) 0.59 20301 29.36
Vanguard Europe Pacific ETF (VEA) 0.55 12775 44.07
SPDR DJ Wilshire Mid Cap (EMM) 0.55 15527 36.26
Ishares Tr faln angls usd 0.48 18073 27.11
iShares MSCI EAFE Index Fund (EFA) 0.44 6435 69.46
Apple (AAPL) 0.43 1471 293.68
Exxon Mobil Corporation (XOM) 0.39 5659 69.80
AstraZeneca (AZN) 0.37 7599 49.87
DTE Energy Company (DTE) 0.33 2539 129.97
iShares S&P; 500 Value Index (IVE) 0.31 2453 130.04
QUALCOMM (QCOM) 0.30 3499 88.31
Vanguard Mid-Cap ETF (VO) 0.27 1520 178.29
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SCPB) 0.27 8882 30.85
MasterCard Incorporated (MA) 0.26 884 298.64
Alphabet Inc Class C cs 0.26 197 1335.03
Home Depot (HD) 0.23 1076 218.40
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.22 3406 64.59