First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q2 2022
Top Holdings106 positions
iShares Core S&P 500 ETF | 5.2M | $2B | 31.4% | $282.35 | +26.47% | 14 qtrssince 2019-Q1 | Increased 80 |
ISHARES TR | 33.7M | $1.6B | 25.5% | $35.15 | +22.80% | 14 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 28.2M | $1.1B | 17.9% | $32.88 | 0.00% | 1 qtr | New 98 |
ISHARES CORE S&P SMALL-CAP ETF | 9M | $830.6M | 13.2% | $66.88 | +29.15% | 14 qtrssince 2019-Q1 | Increased 62 |
GOLDMAN SACHS ETF TR | 9.3M | $694.5M | 11.0% | $51.83 | +36.96% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MID-CAP ETF | 159,263 | $36M | 0.6% | $34.99 | +21.60% | 14 qtrssince 2019-Q1 | Increased 41 |
SCHWAB STRATEGIC TR | 165,805 | $11.9M | 0.2% | $15.27 | +34.06% | 14 qtrssince 2019-Q1 | Increased 34 |
ISHARES TR | 348,076 | $8.2M | 0.1% | $20.90 | -0.67% | 14 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS ETF TR | 57,793 | $1.7M | 0.0% | $27.21 | +0.16% | 14 qtrssince 2019-Q1 | Decreased 0 |
iShares Edge MSCI USE Value Factor ETF | 1,385 | $125,000 | 0.0% | $91.52 | -11.36% | 5 qtrssince 2021-Q2 | Decreased 0 |
ISHARES TR | 1,103 | $104,000 | 0.0% | $92.44 | -5.62% | 6 qtrssince 2021-Q1 | Decreased 0 |
Bristol-Myers Squibb Co | 810 | $62,000 | 0.0% | $64.72 | 0.00% | 1 qtr | New 29 |
NUVEEN QUALITY MUNCP INCOME | 1,701 | $21,000 | 0.0% | $9.57 | 0.00% | 1 qtr | New 26 |
iShares 1-3 Year Treasury Bond ETF | 123 | $10,000 | 0.0% | $73.22 | 0.00% | 1 qtr | New 24 |
INVENTRUST PPTYS CORP | 304 | $8,000 | 0.0% | $22.67 | +31.36% | 1 qtr | New 23 |
VICTORY PORTFOLIOS II | 102 | $6,000 | 0.0% | $56.36 | +83.93% | 1 qtr | New 22 |
ISHARES CORE MSCI EAFE ETF | 82 | $5,000 | 0.0% | $57.07 | -7.07% | 14 qtrssince 2019-Q1 | Increased 24 |
WATERMARK LODGING TR INC SHS CL A | 748 | $5,000 | 0.0% | — | — | 1 qtr | New 21 |
AT&T Inc | 316 | $4,000 | 0.0% | $16.38 | 0.00% | 1 qtr | New 20 |
iShares Core S&P Total US Stock Market ETF | 43 | $4,000 | 0.0% | $79.05 | 0.00% | 1 qtr | New 20 |
First Command Advisory Services, Inc. manages $6.3B across 106 positions as of Q2 2022. Top holdings: IVV (31.4%), DGRO (25.5%), SPYD (17.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 78 new positions, 51 exits, 10 increased. Top move: SPYD (NEW, conviction 98). Portfolio: $6.3B across 106 positions.
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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