First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q2 2021
Top Holdings67 positions
ISHARES TR | 4.2M | $1.8B | 23.9% | $254.54 | +56.96% | 10 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 33.3M | $1.7B | 22.2% | $34.78 | +28.58% | 10 qtrssince 2019-Q1 | Increased 62 |
GOLDMAN SACHS ETF TR | 14.9M | $1.3B | 17.1% | $51.52 | +56.07% | 10 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 9.2M | $1B | 13.8% | $66.37 | +56.64% | 10 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 8.2M | $863.6M | 11.4% | $92.41 | +3.54% | 2 qtrssince 2021-Q1 | Increased 64 |
ISHARES TR | 7.8M | $817.2M | 10.8% | $91.56 | 0.00% | 1 qtr | New 98 |
ISHARES CORE S&P MID-CAP ETF | 144,871 | $38.9M | 0.5% | $33.32 | +49.65% | 10 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 134,834 | $10.2M | 0.1% | $13.49 | +55.07% | 10 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 281,673 | $8.5M | 0.1% | $19.38 | +30.00% | 10 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS ETF TR | 85,054 | $3.5M | 0.0% | $26.97 | +33.61% | 10 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 292 | $16,000 | 0.0% | $17.09 | +48.31% | 10 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD INDEX FDS | 41 | $16,000 | 0.0% | $337.96 | +8.20% | 3 qtrssince 2020-Q4 | Increased 20 |
DOW HLDGS INC | 221 | $14,000 | 0.0% | $47.62 | 0.00% | 1 qtr | New 25 |
ISHARES TR | 491 | $14,000 | 0.0% | $21.02 | +14.61% | 10 qtrssince 2019-Q1 | Unchanged 0 |
CISCO SYS INC | 216 | $11,000 | 0.0% | $43.88 | +4.31% | 5 qtrssince 2020-Q2 | Increased 28 |
VANGUARD CHARLOTTE FDS | 401 | $11,000 | 0.0% | $46.95 | +0.09% | 2 qtrssince 2021-Q1 | Increased 28 |
HONEYWELL INTL INC | 45 | $10,000 | 0.0% | $194.87 | 0.00% | 1 qtr | New 24 |
JPMORGAN CHASE & CO | 60 | $9,000 | 0.0% | $136.46 | 0.00% | 1 qtr | New 23 |
APPLE INC | 56 | $8,000 | 0.0% | $118.76 | +12.31% | 2 qtrssince 2021-Q1 | Decreased 0 |
ISHARES TR | 27 | $3,000 | 0.0% | $96.76 | 0.00% | 1 qtr | New 20 |
First Command Advisory Services, Inc. manages $7.5B across 67 positions as of Q2 2021. Top holdings: IVV (23.9%), DGRO (22.2%), GSLC (17.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 42 new positions, 30 exits, 11 increased. Top move: VLUE (NEW, conviction 98). Portfolio: $7.5B across 67 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