First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q1 2020
Top Holdings20 positions
ISHARES TR | 5.1M | $1.3B | 41.7% | $253.04 | -6.92% | 5 qtrssince 2019-Q1 | Increased 66 |
GOLDMAN SACHS ETF TR | 15.7M | $818.3M | 25.6% | $50.21 | -4.03% | 5 qtrssince 2019-Q1 | Increased 98 |
ISHARES TR | 10.7M | $603.3M | 18.9% | $66.35 | -23.35% | 5 qtrssince 2019-Q1 | Increased 77 |
ISHARES TR | 2.3M | $332.7M | 10.4% | $33.32 | -21.21% | 5 qtrssince 2019-Q1 | Increased 73 |
GOLDMAN SACHS ETF TR | 3.4M | $89.6M | 2.8% | $27.01 | -17.17% | 5 qtrssince 2019-Q1 | Increased 57 |
SCHWAB STRATEGIC TR | 170,348 | $7.7M | 0.2% | $13.45 | -11.30% | 5 qtrssince 2019-Q1 | Increased 38 |
ISHARES TR | 169,421 | $5.5M | 0.2% | $30.93 | -9.20% | 5 qtrssince 2019-Q1 | Increased 38 |
ISHARES TR | 173,695 | $3.5M | 0.1% | $19.97 | -18.68% | 5 qtrssince 2019-Q1 | Increased 39 |
ISHARES TR | 1,042 | $20,000 | 0.0% | $21.02 | -23.60% | 5 qtrssince 2019-Q1 | Unchanged 0 |
SCHWAB STRATEGIC TR | 761 | $20,000 | 0.0% | $16.80 | -29.41% | 5 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES INC | 174 | $7,000 | 0.0% | $36.61 | -6.75% | 5 qtrssince 2019-Q1 | Increased 29 |
BANK OF AMERICA CORP | 200 | $4,000 | 0.0% | $23.03 | -21.20% | 5 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 58 | $3,000 | 0.0% | $45.57 | -8.16% | 5 qtrssince 2019-Q1 | Increased 24 |
ISHARES TR | 20 | $2,000 | 0.0% | $91.43 | +2.42% | 5 qtrssince 2019-Q1 | Increased 21 |
ISHARES TR | 26 | $2,000 | 0.0% | $67.81 | -3.66% | 5 qtrssince 2019-Q1 | Increased 21 |
ISHARES IBOXX INVESTMENT GRA | 9 | $1,000 | 0.0% | $97.79 | +0.44% | 5 qtrssince 2019-Q1 | Increased 15 |
ISHARES TR | 32 | $1,000 | 0.0% | $41.35 | -8.19% | 5 qtrssince 2019-Q1 | Increased 15 |
ENERGY SELECT SECTOR SPDR | 45 | $1,000 | 0.0% | $16.29 | -30.58% | 5 qtrssince 2019-Q1 | Increased 15 |
VANGUARD INDEX FDS | 10 | $1,000 | 0.0% | $55.02 | 0.00% | 1 qtr | New 20 |
CARLYLE CREDIT INCOME FUND | 116 | $1,000 | 0.0% | $3.43 | -8.07% | 4 qtrssince 2019-Q2 | Unchanged 0 |
First Command Advisory Services, Inc. manages $3.2B across 20 positions as of Q1 2020. Top holdings: IVV (41.7%), GSLC (25.6%), IJR (18.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Added 1 new position, exited 3, increased 15. Top move: GSLC (INCREASED, conviction 98). Portfolio: $3.2B across 20 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR