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 | +$15,967,955 | -$4,687,818 | +$11,280,137 | DFAC, SPYM, DFCF, DFIC, DFSD | 13F-HR | 12 Jan 2026, 13:10 |
| Q3 2025 | 134 | $301,353,596 | +$14,696,282 | -$6,660,189 | +$8,036,093 | DFAC, SPLG, DFCF, DFIC, DFSD | 13F-HR | 17 Oct 2025, 10:51 |
| Q2 2025 | 132 | $275,719,509 | +$10,874,815 | -$11,160,853 | -$286,038 | DFAC, SPLG, DFCF, DFIC, DFSD | 13F-HR | 18 Jul 2025, 12:57 |
| Q1 2025 | 130 | $256,944,185 | +$6,520,459 | -$5,731,737 | +$788,722 | DFAC, SPLG, DFCF, DFIC, DFSD | 13F-HR | 19 May 2025, 14:53 |
| Q4 2024 | 130 | $259,894,017 | +$21,538,081 | -$5,773,418 | +$15,764,663 | DFAC, SPLG, DFCF, DFSD, DFIC | 13F-HR | 16 Jan 2025, 09:42 |
| Q3 2024 | 124 | $251,669,199 | +$13,762,223 | -$6,007,414 | +$7,754,809 | DFAC, SPLG, DFIC, DFCF, DFSD | 13F-HR | 10 Feb 2025, 15:47 |
| Q2 2024 | 116 | $232,228,345 | +$15,018,464 | -$7,923,716 | +$7,094,748 | DFAC, SPLG, DFCF, DFIC, DFSD | 13F-HR | 08 Aug 2024, 10:27 |
| Q1 2024 | 110 | $222,642,381 | +$12,912,466 | -$8,158,600 | +$4,753,866 | DFAC, SPLG, DFIC, ESGU, DFCF | 13F-HR | 09 May 2024, 15:44 |
| Q4 2023 | 103 | $206,005,175 | +$27,360,252 | -$26,025,354 | +$1,334,898 | DFAC, SPLG, ESGU, DFIC, DFCF | 13F-HR | 13 Feb 2024, 16:24 |
| Q3 2023 | 99 | $189,133,065 | +$35,262,843 | -$29,830,897 | +$5,431,946 | SPLG, DFAC, ESGU, SCHZ, DFIC | 13F-HR | 14 Nov 2023, 09:17 |
| Q2 2023 | 99 | $189,815,879 | +$20,877,329 | -$22,130,243 | -$1,252,914 | SPLG, ESGU, SCHZ, EFG, EFV | 13F-HR | 14 Aug 2023, 16:51 |
| Q1 2023 | 92 | $184,400,973 | +$14,767,874 | -$9,975,493 | +$4,792,381 | SPLG, ESGU, SCHZ, GOVT, EFV | 13F-HR | 15 May 2023, 09:32 |
| Q4 2022 | 90 | $171,075,749 | +$11,460,493 | -$11,292,198 | +$168,295 | SPLG, ESGU, GOVT, EFV, SCHZ | 13F-HR | 13 Feb 2023, 13:09 |
| Q3 2022 | 80 | $160,820,000 | +$7,608,678 | -$3,421,825 | +$4,186,853 | SPLG, ESGU, GOVT, SCHZ, EFV | 13F-HR | 23 Nov 2022, 08:43 |
| Q2 2022 | 73 | $168,085,000 | +$9,006,820 | -$22,035,478 | -$13,028,658 | SPLG, ESGU, GOVT, EFV, SCHZ | 13F-HR | 12 Aug 2022, 12:43 |
| Q1 2022 | 81 | $204,669,000 | +$17,826,632 | -$6,954,713 | +$10,871,919 | ESGU, SPLG, GOVT, EFV, SCHJ | 13F-HR | 13 May 2022, 17:19 |
| Q4 2021 | 76 | $204,843,000 | +$10,717,704 | -$9,312,151 | +$1,405,553 | ESGU, SPLG, GOVT, SCHJ, EFG | 13F-HR | 14 Feb 2022, 16:57 |
| Q3 2021 | 73 | $195,869,000 | +$17,207,362 | -$10,790,475 | +$6,416,887 | ESGU, GOVT, SPLG, SCHJ, EFV | 13F-HR | 12 Nov 2021, 09:02 |
| Q2 2021 | 74 | $192,833,000 | +$42,790,573 | -$33,247,798 | +$9,542,775 | ESGU, GOVT, SPLG, SCHJ, XSOE | 13F-HR | 03 Aug 2021, 13:00 |
| Q1 2021 | 68 | $174,647,000 | +$29,437,981 | -$10,890,016 | +$18,547,965 | ESGU, GOVT, SPLG, XSOE, EFG | 13F-HR | 12 May 2021, 12:40 |
| Q4 2020 | 58 | $154,017,000 | +$8,737,584 | -$3,548,472 | +$5,189,112 | ESGU, GOVT, SPLG, IGSB, XSOE | 13F-HR | 11 Feb 2021, 09:18 |
| Q3 2020 | 56 | $142,322,000 | +$28,087,974 | -$12,720,103 | +$15,367,871 | ESGU, GOVT, SPLG, IGSB, SPIB | 13F-HR | 12 Nov 2020, 16:55 |
| Q2 2020 | 58 | $120,672,000 | +$57,252,384 | -$46,635,020 | +$10,617,364 | ESGU, GOVT, SPLG, SPIB, XSOE | 13F-HR | 13 Aug 2020, 15:21 |
| Q1 2020 | 50 | $94,790,000 | +$18,131,545 | -$11,217,271 | +$6,914,274 | GOVT, ACWI, SPLG, QUAL, NEAR | 13F-HR | 15 May 2020, 09:22 |
| Q4 2019 | 47 | $101,471,000 | $0 | $0 | $0 | ACWI, GOVT, SPLG, QUAL, NEAR | 13F-HR | 13 Feb 2020, 08:59 |