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

As of Q1 2024, First Command Advisory Services, Inc. holds 585 positions in their 13F portfolio.

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

IVV at 49.0% of portfolio, worth $4.7B.

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

$9.5B as of Q1 2024, tracked across 585 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 2024?

View First Command Advisory Services, Inc.'s latest portfolio changes, new positions, and exits for Q1 2024 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 Services, Inc.

Institutional investor · Portfolio as of Q1 2024

SEC EDGAR SourceSEC Filings

Top Holdings585 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES CORE S&P 500 ETF	8.9M	$4.7B	49.0%	—	$325.99	+57.58%	21 qtrssince 2019-Q1	Decreased 0
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	8.6M	$950.7M	10.0%	—	$69.06	+54.95%	21 qtrssince 2019-Q1	Decreased 0
QQQM ETF INVESCO NASDAQ 100 ETF	5M	$906M	9.5%	—	$147.31	+22.77%	4 qtrssince 2023-Q2	Decreased 0
SPHQ ETF INVESCO S&P 500 QUALITY ETF	13.7M	$830.6M	8.7%	—	$45.48	+30.25%	5 qtrssince 2023-Q1	Decreased 0
IJH ETF ISHARES CORE S&P MIDCAP ETF	10.8M	$658.9M	6.9%	—	$56.91	+4.13%	21 qtrssince 2019-Q1	Increased 99
EWJ ETF ISHARES MSCI JAPAN ETF	5.6M	$401.9M	4.2%	—	$66.68	0.00%	3 qtrssince 2023-Q3	Increased 92
IEFA ETF ISHARES CORE MSCI EAFE ETF	2.4M	$179.1M	1.9%	—	$59.50	+16.31%	21 qtrssince 2019-Q1	Decreased 0
VO ETF VANGUARD MID-CAP ETF	470,013	$117.4M	1.2%	—	$50.48	+19.58%	3 qtrssince 2023-Q3	Increased 50
SPYG ETF SPDR PORTFOLIO S&P 500 GROWT	1.5M	$107.7M	1.1%	—	$57.12	+26.67%	6 qtrssince 2022-Q4	Increased 49
DGRO ETF ISHARES CORE DIVIDEND GROWTH	1.6M	$90.4M	0.9%	—	$45.45	+22.80%	21 qtrssince 2019-Q1	Decreased 0
SPYD ETF SPDR PORTFOLIO S&P 500 HIGH	1.5M	$62M	0.7%	—	$31.64	+18.78%	8 qtrssince 2022-Q2	Decreased 0
IAU ETF ISHARES GOLD TRUST	1.5M	$61.4M	0.6%	—	$35.05	+19.85%	3 qtrssince 2023-Q3	Decreased 0
DFAS ETF DIMENSIONAL US SMALL CAP ETF	904,011	$56.4M	0.6%	—	$53.42	+14.59%	3 qtrssince 2023-Q3	Increased 44
VNQ ETF VANGUARD REAL ESTATE ETF ETF	533,345	$46.1M	0.5%	—	$69.55	+16.05%	6 qtrssince 2022-Q4	Increased 35
VB ETF VANGUARD SMALL-CAP VIPERS	182,156	$41.6M	0.4%	—	$186.48	+19.60%	3 qtrssince 2023-Q3	Increased 37
VGSH ETF VANGUARD SHORT-TERM TREASURY	502,394	$29.2M	0.3%	—	$52.69	+0.04%	3 qtrssince 2023-Q3	Increased 56
SPYV ETF SPDR SERIES TRUST	479,880	$24.1M	0.3%	—	$40.75	+18.51%	4 qtrssince 2023-Q2	Decreased 0
STIP ETF ISHARES TR	241,458	$24M	0.3%	—	$86.77	+3.40%	3 qtrssince 2023-Q3	Decreased 0
DFIV ETF DIMENSIONAL INTERNATIONAL VA	539,143	$19.8M	0.2%	—	$30.38	+12.93%	3 qtrssince 2023-Q3	Decreased 0
VOO ETF VANGUARD S&P 500 ETF	40,470	$19.5M	0.2%	—	$381.32	+23.31%	3 qtrssince 2023-Q3	Decreased 0