0000905729-20-000042.txt : 20200213
0000905729-20-000042.hdr.sgml : 20200213
20200213085941
ACCESSION NUMBER: 0000905729-20-000042
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200213
DATE AS OF CHANGE: 20200213
EFFECTIVENESS DATE: 20200213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CLIENT 1ST ADVISORY GROUP, LLC
CENTRAL INDEX KEY: 0001802816
IRS NUMBER: 462205726
STATE OF INCORPORATION: FL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19934
FILM NUMBER: 20607199
BUSINESS ADDRESS:
STREET 1: 611 DRUID RD EAST
STREET 2: SUITE 707
CITY: CLEARWATER
STATE: FL
ZIP: 33756
BUSINESS PHONE: 727-450-2301
MAIL ADDRESS:
STREET 1: 611 DRUID RD EAST
STREET 2: SUITE 707
CITY: CLEARWATER
STATE: FL
ZIP: 33756
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001802816
XXXXXXXX
12-31-2019
12-31-2019
false
CLIENT 1ST ADVISORY GROUP, LLC
611 Druid Rd East
Suite 707
Clearwater
FL
33756
13F HOLDINGS REPORT
028-19934
N
Morgan Mabry
Operations Manager
727-450-2301
/s/ Morgan Mabry
Clearwater
FL
02-12-2020
0
47
101471
INFORMATION TABLE
2
infotable.xml
ISHARES TR
S&P 500 VAL ETF
464287408
319
2453
SH
SOLE
0
0
2453
SPDR SERIES TRUST
PORTFOLIO MD ETF
78464A847
563
15527
SH
SOLE
0
0
15527
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
563
12775
SH
SOLE
0
0
12775
VANGUARD GROUP
DIV APP ETF
921908844
1886
15130
SH
SOLE
0
0
15130
ISHARES TR
US TREAS BD ETF
46429B267
11511
443768
SH
SOLE
0
0
443768
ALPHABET INC
CAP STK CL C
02079K107
263
197
SH
SOLE
0
0
197
EXXON MOBIL CORP
COM
30231G102
395
5659
SH
SOLE
0
0
5659
SPDR SERIES TRUST
PRTFLO S&P500 GW
78464A409
2188
52211
SH
SOLE
0
0
52211
ISHARES TR
USA SIZE FACTOR
46432F370
2351
24137
SH
SOLE
0
0
24137
HOME DEPOT INC
COM
437076102
235
1076
SH
SOLE
0
0
1076
SPDR INDEX SHS FDS
S&P EMKTSC ETF
78463X756
644
13986
SH
SOLE
0
0
13986
ISHARES TR
USA QUALITY FCTR
46432F339
9844
97465
SH
SOLE
0
0
97465
ISHARES TR
FLTG RATE NT ETF
46429B655
1119
21972
SH
SOLE
0
0
21972
SPDR SERIES TRUST
PORTFOLIO LN TSR
78464A664
1734
44617
SH
SOLE
0
0
44617
ISHARES TR
AGENCY BOND ETF
464288166
1994
17250
SH
SOLE
0
0
17250
ISHARES TR
JPMORGAN USD EMG
464288281
1393
12156
SH
SOLE
0
0
12156
SPDR SERIES TRUST
SSGA US LRG ETF
78468R804
3926
34381
SH
SOLE
0
0
34381
ISHARES TR
MSCI ACWI ETF
464288257
14215
179363
SH
SOLE
0
0
179363
SPDR SERIES TRUST
NYSE TECH ETF
78464A102
3187
39037
SH
SOLE
0
0
39037
WISDOMTREE TR
US MIDCAP DIVID
97717W505
1034
27193
SH
SOLE
0
0
27193
ISHARES TR
CORE MSCI PAC
46434V696
786
13452
SH
SOLE
0
0
13452
SPDR SERIES TRUST
S&P 600 SMCP GRW
78464A201
220
3406
SH
SOLE
0
0
3406
ISHARES TR
USA MOMENTUM FCT
46432F396
1474
11738
SH
SOLE
0
0
11738
W P CAREY INC
COM
92936U109
924
11548
SH
SOLE
0
0
11548
ASTRAZENECA PLC
SPONSORED ADR
046353108
379
7599
SH
SOLE
0
0
7599
DTE ENERGY CO
COM
233331107
330
2539
SH
SOLE
0
0
2539
WISDOMTREE TR
ITL HDG QTLY DIV
97717X594
2694
74143
SH
SOLE
0
0
74143
VANGUARD INDEX FDS
MID CAP ETF
922908629
271
1520
SH
SOLE
0
0
1520
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
968
7063
SH
SOLE
0
0
7063
ISHARES TR
CORE MSCI EURO
46434V738
2176
43630
SH
SOLE
0
0
43630
SPDR SERIES TRUST
PORTFOLIO LR ETF
78464A854
10035
265337
SH
SOLE
0
0
265337
ISHARES TR
FALN ANGLS USD
46435G474
490
18073
SH
SOLE
0
0
18073
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
596
20301
SH
SOLE
0
0
20301
MASTERCARD INC
CL A
57636Q104
264
884
SH
SOLE
0
0
884
SPDR SERIES TRUST
BLOMBERG INTL TR
78464A516
658
22829
SH
SOLE
0
0
22829
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
4055
107879
SH
SOLE
0
0
107879
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
274
8882
SH
SOLE
0
0
8882
SPDR SERIES TRUST
PORTFOLIO INTRMD
78464A375
4324
122449
SH
SOLE
0
0
122449
SPDR SERIES TRUST
BLOMBERG 1 10 YR
78468R861
808
41190
SH
SOLE
0
0
41190
ISHARES TR
BROAD USD HIGH
46435U853
983
23908
SH
SOLE
0
0
23908
QUALCOMM INC
COM
747525103
309
3499
SH
SOLE
0
0
3499
INVESCO EXCHNG TRADED FD TR
S&P SMLCP LOW
46138G102
1115
21905
SH
SOLE
0
0
21905
APPLE INC
COM
037833100
432
1471
SH
SOLE
0
0
1471
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
815
15817
SH
SOLE
0
0
15817
ISHARES US ETF TR
SHT MAT BD ETF
46431W507
5382
107112
SH
SOLE
0
0
107112
ISHARES TR
MSCI EAFE ETF
464287465
447
6435
SH
SOLE
0
0
6435
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
898
6164
SH
SOLE
0
0
6164