Notify me when CLIENT 1ST ADVISORY GROUP, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 142 | $319,076,456 | +$15,967,956 | -$4,687,820 | +$11,280,136 | DFAC, SPYM, DFCF, DFIC, DFSD | 13F-HR | 12 Jan 2026, 13:10 |
| Q3 2025 | 134 | $301,353,596 | +$14,696,282 | -$6,660,190 | +$8,036,092 | DFAC, SPLG, DFCF, DFIC, DFSD | 13F-HR | 17 Oct 2025, 10:51 |
| Q2 2025 | 132 | $275,719,509 | +$10,874,814 | -$11,160,853 | -$286,039 | DFAC, SPLG, DFCF, DFIC, DFSD | 13F-HR | 18 Jul 2025, 12:57 |
| Q1 2025 | 130 | $256,944,185 | +$6,520,459 | -$5,731,739 | +$788,720 | DFAC, SPLG, DFCF, DFIC, DFSD | 13F-HR | 19 May 2025, 14:53 |
| Q4 2024 | 130 | $259,894,017 | +$21,538,083 | -$5,773,418 | +$15,764,665 | DFAC, SPLG, DFCF, DFSD, DFIC | 13F-HR | 16 Jan 2025, 09:42 |
| Q3 2024 | 124 | $251,669,199 | +$13,762,222 | -$6,007,413 | +$7,754,809 | DFAC, SPLG, DFIC, DFCF, DFSD | 13F-HR | 10 Feb 2025, 15:47 |
| Q2 2024 | 116 | $232,228,345 | +$15,018,466 | -$7,923,716 | +$7,094,750 | DFAC, SPLG, DFCF, DFIC, DFSD | 13F-HR | 08 Aug 2024, 10:27 |
| Q1 2024 | 110 | $222,642,381 | +$12,912,468 | -$8,158,599 | +$4,753,869 | DFAC, SPLG, DFIC, ESGU, DFCF | 13F-HR | 09 May 2024, 15:44 |
| Q4 2023 | 103 | $206,005,175 | +$27,360,258 | -$26,025,350 | +$1,334,908 | DFAC, SPLG, ESGU, DFIC, DFCF | 13F-HR | 13 Feb 2024, 16:24 |
| Q3 2023 | 106 | $189,133,065 | +$35,262,833 | -$29,830,899 | +$5,431,934 | SPLG, DFAC, ESGU, SCHZ, DFIC | 13F-HR | 14 Nov 2023, 09:17 |
| Q2 2023 | 102 | $189,815,879 | +$20,877,341 | -$22,130,247 | -$1,252,906 | SPLG, ESGU, SCHZ, EFG, EFV | 13F-HR | 14 Aug 2023, 17:51 |
| Q1 2023 | 92 | $184,400,973 | +$14,767,873 | -$9,084,416 | +$5,683,457 | SPLG, ESGU, SCHZ, GOVT, EFV | 13F-HR | 15 May 2023, 09:32 |
| Q4 2022 | 90 | $171,075,749 | +$11,460,488 | -$11,292,194 | +$168,294 | SPLG, ESGU, GOVT, EFV, SCHZ | 13F-HR | 13 Feb 2023, 12:09 |
| Q3 2022 | 79 | $155,828,747 | +$6,862,423 | -$2,438,255 | +$4,424,168 | SPLG, ESGU, GOVT, SCHZ, EFV | 13F-HR | 23 Nov 2022, 07:43 |
| Q2 2022 | 73 | $168,085,000 | +$9,006,818 | -$20,077,474 | -$11,070,656 | SPLG, ESGU, GOVT, EFV, SCHZ | 13F-HR | 12 Aug 2022, 12:43 |
| Q1 2022 | 80 | $194,049,000 | +$17,826,631 | -$3,338,158 | +$14,488,473 | ESGU, SPLG, GOVT, EFV, EFG | 13F-HR | 13 May 2022, 17:19 |
| Q4 2021 | 76 | $204,843,000 | +$10,717,703 | -$8,906,149 | +$1,811,554 | ESGU, SPLG, GOVT, SCHJ, EFG | 13F-HR | 14 Feb 2022, 15:57 |
| Q3 2021 | 73 | $195,869,000 | +$17,207,365 | -$10,790,473 | +$6,416,892 | ESGU, GOVT, SPLG, SCHJ, EFV | 13F-HR | 12 Nov 2021, 09:02 |
| Q2 2021 | 74 | $192,833,000 | +$42,790,592 | -$33,102,792 | +$9,687,800 | ESGU, GOVT, SPLG, SCHJ, XSOE | 13F-HR | 03 Aug 2021, 13:00 |
| Q1 2021 | 68 | $174,647,000 | +$29,437,979 | -$10,890,014 | +$18,547,965 | ESGU, GOVT, SPLG, XSOE, EFG | 13F-HR | 12 May 2021, 12:40 |
| Q4 2020 | 58 | $154,017,000 | +$8,737,584 | -$3,366,800 | +$5,370,784 | ESGU, GOVT, SPLG, IGSB, XSOE | 13F-HR | 11 Feb 2021, 08:18 |
| Q3 2020 | 55 | $142,322,000 | +$28,087,980 | -$9,547,106 | +$18,540,874 | ESGU, GOVT, SPLG, IGSB, SPIB | 13F-HR | 12 Nov 2020, 15:55 |
| Q2 2020 | 58 | $120,672,000 | +$57,252,407 | -$42,063,018 | +$15,189,389 | ESGU, GOVT, SPLG, SPIB, XSOE | 13F-HR | 13 Aug 2020, 15:21 |
| Q1 2020 | 50 | $94,790,000 | +$18,131,539 | -$8,550,268 | +$9,581,271 | GOVT, ACWI, SPLG, QUAL, NEAR | 13F-HR | 15 May 2020, 09:22 |
| Q4 2019 | 47 | $101,471,000 | $0 | ACWI, GOVT, SPLG, QUAL, NEAR | 13F-HR | 13 Feb 2020, 07:59 |