First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q1 2023
Top Holdings132 positions
ISHARES INC | 7.9M | $3.3B | 55.7% | $311.22 | +26.11% | 17 qtrssince 2019-Q1 | Increased 63 |
SPDR SERIES TRUST | 18.1M | $1B | 17.1% | $51.14 | +5.55% | 2 qtrssince 2022-Q4 | Increased 91 |
ISHARES TR | 9.1M | $881.8M | 15.1% | $67.17 | +36.30% | 17 qtrssince 2019-Q1 | Increased 62 |
INVESCO EXCHANGE TRADED FD T | 12.9M | $608.3M | 10.4% | $45.36 | 0.00% | 1 qtr | New 97 |
ISHARES TR | 157,436 | $39.4M | 0.7% | $35.03 | +36.24% | 17 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 509,995 | $19.4M | 0.3% | $32.82 | -1.34% | 4 qtrssince 2022-Q2 | Decreased 0 |
SCHWAB STRATEGIC TR | 167,094 | $12.2M | 0.2% | $15.34 | +39.95% | 17 qtrssince 2019-Q1 | Increased 33 |
ISHARES INC | 455,745 | $12.1M | 0.2% | $21.30 | +10.43% | 17 qtrssince 2019-Q1 | Increased 40 |
ISHARES INC | 224,461 | $11.2M | 0.2% | $35.15 | +31.46% | 17 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS ETF TR | 5,023 | $408,007 | 0.0% | $51.96 | +49.86% | 17 qtrssince 2019-Q1 | Decreased 0 |
BANK AMERICA CORP | 12,650 | $361,790 | 0.0% | $26.20 | -0.06% | 3 qtrssince 2022-Q3 | Increased 38 |
ISHARES TR | 1,103 | $113,304 | 0.0% | $92.44 | +4.52% | 9 qtrssince 2021-Q1 | Unchanged 0 |
ISHARES TR | 992 | $91,881 | 0.0% | $91.52 | -6.99% | 8 qtrssince 2021-Q2 | Decreased 0 |
INTERNATIONAL BUSINESS MACHS | 280 | $36,705 | 0.0% | $116.56 | 0.00% | 1 qtr | New 28 |
INVESCO ACTIVELY MANAGED EXC | 697 | $34,571 | 0.0% | $42.98 | +16.50%as of Oct 16 | 1 qtr | New 27 |
WALMART INC | 200 | $29,490 | 0.0% | $46.14 | +2.46% | 3 qtrssince 2022-Q3 | Increased 31 |
FIRST TR EXCHANGE-TRADED FD | 386 | $28,155 | 0.0% | $72.04 | +38.16%as of Oct 16 | 2 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD BD INDEX FDS | 354 | $27,166 | 0.0% | $68.45 | 0.00% | 1 qtr | New 27 |
ISHARES TR | 587 | $27,090 | 0.0% | $40.26 | 0.00% | 1 qtr | New 27 |
BP PLC | 500 | $18,970 | 0.0% | $31.56 | 0.00% | 1 qtr | New 26 |
First Command Advisory Services, Inc. manages $5.9B across 132 positions as of Q1 2023. Top holdings: IVV (55.7%), SPYG (17.1%), IJR (15.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 82 new positions, 146 exits, 13 increased. Top move: SPHQ (NEW, conviction 97). Portfolio: $5.9B across 132 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