First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q1 2024
Top Holdings585 positions
ISHARES TR | 8.9M | $4.7B | 49.0% | $322.86 | +57.81% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 8.6M | $950.7M | 10.0% | $68.47 | +54.99% | 21 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCH TRADED FD TR II | 5M | $906M | 9.5% | $147.31 | +22.77% | 4 qtrssince 2023-Q2 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 13.7M | $830.6M | 8.7% | $45.57 | +28.93% | 5 qtrssince 2023-Q1 | Decreased 0 |
ISHARES TR | 10.8M | $658.9M | 6.9% | $47.13 | +24.74% | 21 qtrssince 2019-Q1 | Increased 99 |
ISHARES INC | 5.6M | $401.9M | 4.2% | $66.68 | 0.00% | 3 qtrssince 2023-Q3 | Increased 92 |
ISHARES INC | 2.4M | $179.1M | 1.9% | $59.50 | +16.31% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 470,013 | $117.4M | 1.2% | $50.48 | +19.58% | 3 qtrssince 2023-Q3 | Increased 50 |
SPDR SERIES TRUST | 1.5M | $107.7M | 1.1% | $56.99 | +26.49% | 6 qtrssince 2022-Q4 | Increased 49 |
ISHARES INC | 1.6M | $90.4M | 0.9% | $44.86 | +22.69% | 21 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 1.5M | $62M | 0.7% | $30.63 | +18.75% | 8 qtrssince 2022-Q2 | Decreased 0 |
ISHARES GOLD TR | 1.5M | $61.4M | 0.6% | $35.05 | +19.85% | 3 qtrssince 2023-Q3 | Decreased 0 |
DIMENSIONAL ETF TRUST | 904,011 | $56.4M | 0.6% | $53.00 | +14.58% | 3 qtrssince 2023-Q3 | Increased 44 |
VANGUARD INDEX FDS | 533,345 | $46.1M | 0.5% | $68.22 | +16.05% | 6 qtrssince 2022-Q4 | Increased 35 |
VANGUARD | 182,156 | $41.6M | 0.4% | $184.68 | +19.60% | 3 qtrssince 2023-Q3 | Increased 37 |
VANGUARD SCOTTSDALE FDS | 502,394 | $29.2M | 0.3% | $52.69 | +0.04% | 3 qtrssince 2023-Q3 | Increased 56 |
SPDR SERIES TRUST | 479,880 | $24.1M | 0.3% | $40.64 | +17.39% | 4 qtrssince 2023-Q2 | Decreased 0 |
ISHARES TR | 241,458 | $24M | 0.3% | $86.77 | +3.40% | 3 qtrssince 2023-Q3 | Decreased 0 |
DIMENSIONAL ETF TRUST | 539,143 | $19.8M | 0.2% | $29.73 | +12.96% | 3 qtrssince 2023-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 40,470 | $19.5M | 0.2% | $378.04 | +23.31% | 3 qtrssince 2023-Q3 | Decreased 0 |
First Command Advisory Services, Inc. manages $9.5B across 585 positions as of Q1 2024. Top holdings: IVV (49.0%), IJR (10.0%), QQQM (9.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 204 new positions, 96 exits, 132 increased. Top move: IJH (INCREASED, conviction 99). Portfolio: $9.5B across 585 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