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

As of Q2 2023, First Command Advisory Services, Inc. holds 89 positions in their 13F portfolio.

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

IVV at 56.7% of portfolio, worth $3.5B.

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

$6.2B as of Q2 2023, tracked across 89 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 Q2 2023?

View First Command Advisory Services, Inc.'s latest portfolio changes, new positions, and exits for Q2 2023 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 Q2 2023

Top Holdings89 positions

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Activity:

				Price Trend
IVV ETF iShares Core S&P 500 ETF	7.9M	$3.5B	56.7%	—	$311.22	+37.17%	18 qtrssince 2019-Q1	Decreased 0
QQQM ETF Invesco Nasdaq 100 ETF	6.6M	$1B	16.1%	—	$147.31	0.00%	1 qtr	New 98
IJR ETF ISHARES CORE S&P SMALL-CAP ETF	9.3M	$925.5M	14.8%	—	$67.67	+39.93%	18 qtrssince 2019-Q1	Increased 63
SPHQ ETF INVESCO EXCHANGE TRADED FD T	12.8M	$646.8M	10.4%	—	$45.36	+7.02%	2 qtrssince 2023-Q1	Decreased 0
IJH ETF ISHARES CORE S&P MID-CAP ETF	155,392	$40.7M	0.7%	—	$35.03	+42.83%	18 qtrssince 2019-Q1	Decreased 0
SPYG ETF SPDR PORTFOLIO S&P 500 GROWTH ETF	394,934	$24.1M	0.4%	—	$51.14	+16.68%	3 qtrssince 2022-Q4	Decreased 0
SPYV ETF SPDR PORT S&P 500 VALUE ETF	508,436	$22M	0.4%	—	$40.52	0.00%	1 qtr	New 47
SCHD ETF SCHWAB STRATEGIC TR	168,078	$12.2M	0.2%	—	$15.37	+39.87%	18 qtrssince 2019-Q1	Increased 33
INTF ETF ISHARES TR	449,748	$12.1M	0.2%	—	$21.30	+14.10%	18 qtrssince 2019-Q1	Decreased 0
DGRO ETF ISHARES TR	216,050	$11.1M	0.2%	—	$35.15	+36.21%	18 qtrssince 2019-Q1	Decreased 0
GSLC ETF GOLDMAN SACHS ETF TR	3,329	$290,625	0.0%	—	$51.96	+61.71%	18 qtrssince 2019-Q1	Decreased 0
SPYD ETF SPDR SER TR	5,553	$205,920	0.0%	—	$32.82	-2.52%	5 qtrssince 2022-Q2	Decreased 0
IJJ ETF ISHARES TR	730	$78,151	0.0%	—	$92.44	+9.32%	10 qtrssince 2021-Q1	Decreased 0
VLUE ETF iShares Edge MSCI USE Value Factor ETF	505	$47,317	0.0%	—	$91.52	-5.20%	9 qtrssince 2021-Q2	Decreased 0
BIV ETF VANGUARD BD INDEX FDS	219	$16,475	0.0%	—	$68.45	-0.89%	2 qtrssince 2023-Q1	Decreased 0
SPY Unit SPDR S&P 500 ETF Trust	26	$11,525	0.0%	—	$395.90	+7.60%	2 qtrssince 2023-Q1	Increased 20
VCIT ETF Vanguard Intermediate-Term Corporate Bond ETF	145	$11,459	0.0%	—	$69.91	0.00%	1 qtr	New 24
SPSB ETF SPDR Portfolio Short Term Corporate Bond ETF	325	$9,568	0.0%	—	$25.37	0.00%	1 qtr	New 23
SPHY ETF SPDR SER TR	295	$6,738	0.0%	—	$17.77	0.00%	1 qtr	New 22
VWOB ETF VANGUARD WHITEHALL FDS	64	$3,985	0.0%	—	$52.69	0.00%	1 qtr	New 20