CLIENT 1ST ADVISORY GROUP, LLC - Portfolio overview

CLIENT 1ST ADVISORY GROUP, LLC has 150 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 12.27%
2. SPYM - SPDR SERIES TRUST, 12.14%
3. SPLG - SPDR SERIES TRUST, 11.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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