How many stocks does First Command Advisory Services, Inc. own?

As of Q1 2023, First Command Advisory Services, Inc. holds 132 positions in their 13F portfolio.

What is First Command Advisory Services, Inc.'s largest holding?

IVV at 55.7% of portfolio, worth $3.3B.

What is First Command Advisory Services, Inc.'s total portfolio value?

$5.9B as of Q1 2023, tracked across 132 holdings.

Is First Command Advisory Services, Inc. a hedge fund?

First Command Advisory Services, Inc. is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does First Command Advisory Services, Inc. report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has First Command Advisory Services, Inc.'s portfolio changed in Q1 2023?

View First Command Advisory Services, Inc.'s latest portfolio changes, new positions, and exits for Q1 2023 on HoldingsIntel.

What is First Command Advisory Services, Inc.'s investment strategy?

First Command Advisory Services, Inc. is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

First Command Advisory Service Q1 2023 13F Filing - 132 Positions, $5.9B AUM

Q1 2023 Summary

Active quarter - 82 new positions, 146 exits, 13 increased. Top move: SPHQ (NEW, conviction 97). Portfolio: $5.9B across 132 positions.

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

AEM1Q held

AGNICO EAGLE MINES LTD

Avg $48.38 · $5,542 est. P&L

Est. P&L

+272.74%

RING2Q held

ISHARES INC

Avg $21.36 · $5,849 est. P&L

Est. P&L

+255.90%

SIL2Q held

GLOBAL X FDS

Avg $28.02 · $9,600 est. P&L

Est. P&L

+226.89%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Holdings132 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES TR	7.9M	$3.3B	55.7%	—	$314.31	+24.16%	17 qtrssince 2019-Q1	Increased 63
SPYG ETF SPDR SERIES TRUST	18.1M	$1B	17.1%	—	$51.02	+4.65%	2 qtrssince 2022-Q4	Increased 91
IJR ETF ISHARES TR	9.1M	$881.8M	15.1%	—	$67.75	+33.76%	17 qtrssince 2019-Q1	Increased 62
SPHQ ETF INVESCO EXCHANGE TRADED FD T	12.9M	$608.3M	10.4%	—	$45.22	0.00%	1 qtr	New 97
IJH ETF ISHARES TR	157,436	$39.4M	0.7%	—	$35.31	+33.91%	17 qtrssince 2019-Q1	Decreased 0
SPYD ETF SPDR SERIES TRUST	509,995	$19.4M	0.3%	—	$34.19	-3.68%	4 qtrssince 2022-Q2	Decreased 0
SCHD ETF SCHWAB STRATEGIC TR	167,094	$12.2M	0.2%	—	$15.72	+38.21%	17 qtrssince 2019-Q1	Increased 33
INTF ETF ISHARES TR	455,745	$12.1M	0.2%	—	$21.66	+10.04%	17 qtrssince 2019-Q1	Increased 40
DGRO ETF ISHARES TR	224,461	$11.2M	0.2%	—	$35.34	+31.06%	17 qtrssince 2019-Q1	Decreased 0
GSLC ETF GOLDMAN SACHS ETF TR	5,023	$408,007	0.0%	—	$52.70	+46.90%	17 qtrssince 2019-Q1	Decreased 0
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