Client 1st Advisory Group

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

Portfolio Holdings for Client 1st Advisory Group

Companies in the Client 1st Advisory Group portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares Tr cmn (GOVT) 15.84 536.11k +20% 28.01
iShares MSCI ACWI Index Fund (ACWI) 12.71 192.49k +7% 62.57
SPDR DJ Wilshire Large Cap (SPLG) 9.20 288.34k +8% 30.25
Ishares Msci Usa Quality Facto invalid (QUAL) 8.22 96.09k 81.04
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 5.64 110.29k +2% 48.49
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 5.22 145.58k +18% 34.01
Spdr Tr russell 1000 lowvol (LGLV) 3.11 32.53k -5% 90.60
Vanguard Dividend Appreciation ETF (VIG) 3.04 27.83k +83% 103.40
SPDR Barclays Capital Long Term Tr (SPTL) 2.31 46.36k +3% 47.24
Ishares Tr etf msci usa (ESGU) 2.29 37.78k NEW 57.48
iShares Barclays Agency Bond Fund (AGZ) 2.22 17.43k 120.57
SPDR S&P Emerging Markets (SPEM) 2.05 68.22k -36% 28.45
Ishares Tr 0-5yr hi yl cp (SHYG) 1.93 44.73k NEW 40.86
Ishares Inc msci em esg se (ESGE) 1.89 65.31k NEW 27.38
Ishares Tr core msci euro (IEUR) 1.73 44.32k 37.07
SPDR Morgan Stanley Technology (XNTK) 1.71 22.18k -43% 73.20
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 1.68 16.44k +35% 96.70
Wisdomtree Tr itl hdg div gt (IHDG) 1.68 52.48k -29% 30.28
Ishares Msci Usa Size Factor (SIZE) 1.56 20.64k -14% 71.40
Vanguard Total World Stock Idx (VT) 1.36 20.56k NEW 62.79
Vanguard Mega Cap 300 Index (MGC) 1.13 11.77k NEW 90.92
Fidelity msci info tech i (FTEC) 1.07 16.20k NEW 62.72
Ishares Tr broad usd high (USHY) 1.07 28.58k +19% 35.51
SPDR DJ Wilshire Large Cap Growth (SPYG) 1.00 26.61k -49% 35.73
Wp Carey (WPC) 0.83 13.53k +17% 58.11
Vanguard Small-Cap Value ETF (VBR) 0.62 6.64k -6% 88.74
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.62 4.62k -24% 127.14
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.61 20.74k -9% 27.82
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.57 5.10k -56% 106.41
Ishares Tr fltg rate nt (FLOT) 0.53 10.24k -53% 48.73
Ishares Tr core msci pac (IPAC) 0.51 10.51k -21% 46.34
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.45 3.73k NEW 113.05
Vanguard Europe Pacific ETF (VEA) 0.38 10.93k -14% 33.31
Alphabet Inc Class C cs (GOOG) 0.38 311 +57% 1163.99
Spdr Series Trust cmn (HYMB) 0.37 6.43k NEW 54.78
SPDR Dow Jones Global Real Estate (RWO) 0.37 9.68k -38% 36.05
iShares MSCI EAFE Index Fund (EFA) 0.36 6.43k 53.46
Apple (AAPL) 0.36 1.33k -9% 254.12
SPDR Barclays Capital Aggregate Bo (SPAB) 0.33 10.43k -48% 30.22
MasterCard Incorporated (MA) 0.33 1.30k +47% 241.54
Ishares Tr faln angls usd (FALN) 0.32 13.35k -26% 22.47
Invesco S&p Smallcap Low Volatility Etf (XSLV) 0.32 9.02k -58% 33.13
iShares S&P 500 Index (IVV) 0.31 1.12k NEW 258.24
WisdomTree MidCap Dividend Fund (DON) 0.28 10.92k -59% 24.17
AstraZeneca (AZN) 0.27 5.70k -25% 44.74
Goldman Sachs Etf Tr activebeta eur (GSEU) 0.26 10.31k NEW 23.87
DTE Energy Company (DTE) 0.25 2.54k 94.92
Ishares Tr liquid inc etf (ICSH) 0.25 4.82k NEW 49.97
SPDR DJ Wilshire Mid Cap (SPMD) 0.24 9.12k -41% 25.32
Spdr Ser Tr barc 1-10yrtip (TIPX) 0.23 10.98k -73% 19.68

Past Filings by Client 1st Advisory Group

View past SEC 13F filings by Client 1st Advisory Group

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