Client 1 St Advisory Group, LLC Reduced Holdings in Q1 2025

Client 1 St Advisory Group, LLC

  • $253 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-20.2K
- 1.53%
$32.42 - $36.13 $655K - $730K
1.3M $42.9M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-896
- 0.91%
$120.24 - $134.3 $108K - $120K
97.1K $11.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.69K
- 65.88%
$95.85 - $99.25 $450K - $466K
2.43K $240K
AAPL
Apple Inc.

Technology
-75
- 0.59%
$209.68 - $247.1 $15.7K - $18.5K
12.5K $2.78M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-12.5K
- 3.54%
$40.79 - $42.32 $512K - $531K
342K $14.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-3.48K
- 49.99%
$59.61 - $66.71 $207K - $232K
3.48K $210K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-166
- 2.03%
$161.27 - $192.3 $26.8K - $31.9K
8.02K $1.29M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-14.8K
- 4.91%
$22.46 - $23.26 $333K - $345K
287K $6.65M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-6.68K
- 3.85%
$44.72 - $46.25 $299K - $309K
167K $7.69M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-4.02K
- 38.1%
$32.5 - $33.3 $131K - $134K
6.53K $217K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-6.72K
- 2.9%
$25.35 - $27.46 $170K - $184K
225K $5.94M
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.08K
- 12.45%
$34.83 - $37.52 $72.6K - $78.2K
14.7K $531K
EMB
Ishares Tr

ETFs
-588
- 18.12%
$88.64 - $92.03 $52.1K - $54.1K
2.66K $240K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.8K
- 3.32%
$22.25 - $23.0 $39.9K - $41.3K
52.3K $1.2M
MGC
Vanguard Mega Cap ETF

ETFs
-45
- 1.82%
$199.2 - $222.69 $8.96K - $10K
2.43K $489K
BWX
Spdr Bloomberg International T

ETFs
-1.47K
- 9.47%
$20.94 - $22.04 $30.8K - $32.4K
14.1K $307K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-536
- 6.86%
$42.38 - $43.28 $22.7K - $23.2K
7.28K $309K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-885
- 5.37%
$85.29 - $92.57 $75.5K - $81.9K
15.6K $1.42M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-1.03K
- 7.91%
$21.77 - $22.56 $22.3K - $23.1K
11.9K $268K
TFLO
Ishares Treasury Floating Rate

ETFs
-362
- 5.87%
$50.48 - $50.68 $18.3K - $18.3K
5.81K $294K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-30
- 1.5%
$196.12 - $229.48 $5.88K - $6.88K
1.97K $397K
ACWI
Ishares Msci Acwi ETF

ETFs
-100
- 2.08%
$115.16 - $124.13 $11.5K - $12.4K
4.72K $549K
AOA
Ishares Tr Core Aggressive All

ETFs
-162
- 4.26%
$75.7 - $80.01 $12.3K - $13K
3.65K $278K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-720
- 2.81%
$24.29 - $24.65 $17.5K - $17.7K
24.9K $612K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-662
- 6.28%
$25.69 - $26.89 $17K - $17.8K
9.88K $265K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-321
- 0.9%
$26.64 - $27.14 $8.55K - $8.71K
35.3K $945K
VLUE
Ishares Msci Usa Value Factor

ETFs
-130
- 1.19%
$104.89 - $113.56 $13.6K - $14.8K
10.8K $1.15M
VIG
Vanguard Dividend Appreciation

ETFs
-3
- 0.01%
N/A
20.5K $3.73M
Dimensional ETF Trust
-8.19K
- 19.81%
N/A
33.1K $0
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-410
- 1.08%
$29.72 - $31.94 $12.2K - $13.1K
37.7K $1.16M
IXG
Ishares Global Fin'L ETF

ETFs
-116
- 5.42%
$94.45 - $105.01 $11K - $12.2K
2.02K $208K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-53
- 1.35%
$97.25 - $104.79 $5.15K - $5.55K
3.87K $401K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-339
- 3.5%
$87.68 - $94.52 $29.7K - $32K
9.36K $876K
SO
Southern CO

Utilities
-158
- 2.27%
$80.96 - $92.96 $12.8K - $14.7K
6.8K $625K
WPC
W. P. Carey Inc.

Real Estate
-642
- 5.21%
$53.5 - $65.05 $34.3K - $41.8K
11.7K $737K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-2.07K
- 0.71%
$46.74 - $47.55 $96.8K - $98.4K
290K $13.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-19.2K
- 3.69%
$25.54 - $28.79 $489K - $551K
499K $13.9M
Activity Summary
Buys All Purchases 38 New Holdings 5 Increased Positions 33 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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