First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q1 2025
Top Holdings637 positions
ISHARES TR | 9.9M | $5.6B | 53.5% | $349.17 | +58.07% | 25 qtrssince 2019-Q1 | Increased 69 |
ISHARES TR | 9M | $936.9M | 9.0% | $69.99 | +46.42% | 25 qtrssince 2019-Q1 | Increased 63 |
ISHARES TR | 15.2M | $932.4M | 8.9% | $50.01 | +14.45% | 25 qtrssince 2019-Q1 | Increased 82 |
INVESCO EXCH TRADED FD TR II | 4.8M | $884.8M | 8.5% | $148.13 | +29.83% | 8 qtrssince 2023-Q2 | Decreased 0 |
ISHARES INC | 6.1M | $415.4M | 4.0% | $66.63 | -0.66% | 7 qtrssince 2023-Q3 | Increased 57 |
ISHARES INC | 2.6M | $195.2M | 1.9% | $61.13 | +20.44% | 25 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INDEX FDS | 545,449 | $141.1M | 1.4% | $52.20 | +21.62% | 7 qtrssince 2023-Q3 | Increased 50 |
INVESCO EXCHANGE TRADED FD T | 1.4M | $93.3M | 0.9% | $45.76 | +42.62% | 9 qtrssince 2023-Q1 | Decreased 0 |
ISHARES INC | 1.5M | $93.2M | 0.9% | $44.86 | +33.53% | 25 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 1.3M | $84.3M | 0.8% | $66.76 | -3.14% | 2 qtrssince 2024-Q4 | Increased 55 |
ISHARES TR | 1.8M | $83.3M | 0.8% | $43.36 | +0.11% | 4 qtrssince 2024-Q2 | Increased 48 |
DIMENSIONAL ETF TRUST | 1.7M | $82.6M | 0.8% | $46.19 | 0.00% | 1 qtr | New 58 |
ISHARES GOLD TR | 1.3M | $77.2M | 0.7% | $35.05 | +65.83% | 7 qtrssince 2023-Q3 | Decreased 0 |
ISHARES TR | 1M | $70.3M | 0.7% | $66.79 | +0.32% | 5 qtrssince 2024-Q1 | Increased 49 |
DIMENSIONAL ETF TRUST | 1.2M | $68.7M | 0.7% | $54.66 | +7.56% | 7 qtrssince 2023-Q3 | Increased 47 |
VANGUARD SCOTTSDALE FDS | 1M | $60.6M | 0.6% | $53.18 | +4.45% | 7 qtrssince 2023-Q3 | Increased 43 |
SPDR SERIES TRUST | 708,244 | $56.9M | 0.5% | $59.32 | +34.40% | 10 qtrssince 2022-Q4 | Increased 45 |
VANGUARD INDEX FDS | 566,492 | $51.3M | 0.5% | $69.68 | +23.88% | 10 qtrssince 2022-Q4 | Increased 37 |
SPDR | 954,186 | $48.8M | 0.5% | $52.72 | -4.94% | 5 qtrssince 2024-Q1 | Increased 41 |
VANGUARD | 212,066 | $47M | 0.5% | $190.03 | +14.42% | 7 qtrssince 2023-Q3 | Increased 36 |
First Command Advisory Services, Inc. manages $10.4B across 637 positions as of Q1 2025. Top holdings: IVV (53.5%), IJR (9.0%), IJH (8.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 231 new positions, 37 exits, 135 increased. Top move: IJH (INCREASED, conviction 82). Portfolio: $10.4B across 637 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