CLIENT 1ST ADVISORY GROUP, LLC has disclosed 116 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $232.00 Mil. The turnover rate is 6%.
In CLIENT 1ST ADVISORY GROUP, LLC's current portfolio as of 2024-06-30, the top 5 holdings are
Dimensional U.S. Core Equity 2 ETF (DFAC), SPDR Portfolio S&P 500 ETF (SPLG), Dimensional Core Fixed Income ETF (DFCF), Dimensional International Core Equity 2 ETF (DFIC), Dimensional Short-Duration Fixed Income ETF (DFSD), not including call and put options.
CLIENT 1ST ADVISORY GROUP, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for CLIENT 1ST ADVISORY GROUP, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for CLIENT 1ST ADVISORY GROUP, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for CLIENT 1ST ADVISORY GROUP, LLC.