First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q1 2021
Top Holdings55 positions
ISHARES TR | 5.2M | $2.1B | 29.8% | $254.54 | +44.82% | 9 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 33.2M | $1.6B | 23.2% | $34.77 | +22.68% | 9 qtrssince 2019-Q1 | Increased 75 |
GOLDMAN SACHS ETF TR | 17.4M | $1.4B | 20.0% | $51.52 | +43.16% | 9 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 9.2M | $995.6M | 14.4% | $66.29 | +50.33% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 7.9M | $806.1M | 11.7% | $92.29 | 0.00% | 1 qtr | New 98 |
ISHARES TR | 145,768 | $37.9M | 0.5% | $33.32 | +44.56% | 9 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 148,970 | $10.9M | 0.2% | $13.49 | +48.47% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 311,925 | $9M | 0.1% | $19.38 | +21.53% | 9 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS ETF TR | 94,484 | $3.8M | 0.1% | — | — | 9 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 292 | $15,000 | 0.0% | $17.09 | +37.84% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 491 | $13,000 | 0.0% | $20.59 | +3.86% | 9 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD CHARLOTTE FDS | 200 | $11,000 | 0.0% | $46.79 | 0.00% | 1 qtr | New 24 |
CISCO SYS INC | 69 | $3,000 | 0.0% | $39.69 | +11.26% | 4 qtrssince 2020-Q2 | Increased 11 |
VANGUARD INDEX FDS | 158 | $3,000 | 0.0% | $191.62 | 0.00% | 1 qtr | New 20 |
ISHARES TR | 84 | $2,000 | 0.0% | — | — | 9 qtrssince 2019-Q1 | Increased 12 |
DISCOVER FINL SVCS | 9 | $1,000 | 0.0% | — | — | 4 qtrssince 2020-Q2 | Unchanged 0 |
MERCK & CO INC | 8 | $1,000 | 0.0% | $62.03 | 0.00% | 1 qtr | New 17 |
MORGAN STANLEY | 18 | $1,000 | 0.0% | $39.93 | +63.95% | 4 qtrssince 2020-Q2 | Unchanged 0 |
AT&T INC | 16 | $0 | 0.0% | $15.96 | 0.00% | 1 qtr | New 17 |
APPLE | 130 | $0 | 0.0% | $118.76 | 0.00% | 1 qtr | New 17 |
First Command Advisory Services, Inc. manages $6.9B across 55 positions as of Q1 2021. Top holdings: IVV (29.8%), DGRO (23.2%), GSLC (20.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 36 new positions, 33 exits, 7 increased. Top move: IJJ (NEW, conviction 98). Portfolio: $6.9B across 55 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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