First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q2 2024
Top Holdings514 positions
ISHARES TR | 8.8M | $4.8B | 50.0% | $322.86 | +64.75% | 22 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCH TRADED FD TR II | 4.8M | $943.1M | 9.8% | $147.31 | +32.67% | 5 qtrssince 2023-Q2 | Decreased 0 |
ISHARES TR | 8.7M | $926.2M | 9.6% | $68.80 | +49.39% | 22 qtrssince 2019-Q1 | Increased 62 |
INVESCO EXCHANGE TRADED FD T | 13.1M | $833.7M | 8.6% | $45.57 | +35.98% | 6 qtrssince 2023-Q1 | Decreased 0 |
ISHARES TR | 10.8M | $634.9M | 6.6% | $47.13 | +20.50% | 22 qtrssince 2019-Q1 | Increased 61 |
ISHARES INC | 5.7M | $387.1M | 4.0% | $66.66 | -3.61% | 4 qtrssince 2023-Q3 | Increased 57 |
ISHARES TR | 2.2M | $161.9M | 1.7% | $59.50 | +15.86% | 22 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 1.5M | $121.2M | 1.3% | $57.59 | +37.34% | 7 qtrssince 2022-Q4 | Increased 49 |
VANGUARD INDEX FDS | 484,807 | $117.4M | 1.2% | $50.73 | +15.73% | 4 qtrssince 2023-Q3 | Increased 49 |
ISHARES TR | 1.5M | $88M | 0.9% | $44.86 | +22.36% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES GOLD TR | 1.4M | $61.9M | 0.6% | $35.05 | +25.32% | 4 qtrssince 2023-Q3 | Decreased 0 |
DIMENSIONAL ETF TRUST | 926,326 | $55.7M | 0.6% | $53.14 | +10.45% | 4 qtrssince 2023-Q3 | Increased 42 |
SPDR SER TR | 1.4M | $55.6M | 0.6% | $30.63 | +18.78% | 9 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 892,118 | $51.7M | 0.5% | $52.91 | +0.54% | 4 qtrssince 2023-Q3 | Increased 63 |
VANGUARD INDEX FDS | 521,141 | $43.7M | 0.5% | $68.22 | +13.80% | 7 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 189,588 | $41.3M | 0.4% | $185.73 | +13.87% | 4 qtrssince 2023-Q3 | Increased 36 |
SPDR SER TR | 460,630 | $22.5M | 0.2% | $40.64 | +14.88% | 5 qtrssince 2023-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 41,868 | $20.9M | 0.2% | $381.67 | +27.53% | 4 qtrssince 2023-Q3 | Increased 35 |
DIMENSIONAL ETF TRUST | 376,651 | $19.5M | 0.2% | $45.96 | +9.08% | 4 qtrssince 2023-Q3 | Increased 37 |
SCHWAB STRATEGIC TR | 226,307 | $17.6M | 0.2% | $17.48 | +36.77% | 22 qtrssince 2019-Q1 | Increased 40 |
First Command Advisory Services, Inc. manages $9.6B across 514 positions as of Q2 2024. Top holdings: IVV (50.0%), QQQM (9.8%), IJR (9.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 88 new positions, 159 exits, 81 increased. Top move: VGSH (INCREASED, conviction 63). Portfolio: $9.6B across 514 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