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

As of Q2 2024, First Command Advisory Services, Inc. holds 514 positions in their 13F portfolio.

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

IVV at 50.0% of portfolio, worth $4.8B.

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

$9.6B as of Q2 2024, tracked across 514 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 2024?

View First Command Advisory Services, Inc.'s latest portfolio changes, new positions, and exits for Q2 2024 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 2024

SEC EDGAR SourceSEC Filings

Top Holdings514 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES CORE S&P 500 ETF	8.8M	$4.8B	50.0%	—	$325.99	+64.52%	22 qtrssince 2019-Q1	Decreased 0
QQQM ETF INVESCO NASDAQ 100 ETF	4.8M	$943.1M	9.8%	—	$147.31	+32.67%	5 qtrssince 2023-Q2	Decreased 0
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	8.7M	$926.2M	9.6%	—	$69.39	+49.34%	22 qtrssince 2019-Q1	Increased 62
SPHQ ETF INVESCO S&P 500 QUALITY ETF	13.1M	$833.7M	8.6%	—	$45.48	+37.35%	6 qtrssince 2023-Q1	Decreased 0
IJH ETF ISHARES CORE S&P MIDCAP ETF	10.8M	$634.9M	6.6%	—	$56.91	+0.60%	22 qtrssince 2019-Q1	Increased 61
EWJ ETF ISHARES MSCI JAPAN ETF	5.7M	$387.1M	4.0%	—	$66.66	-3.61%	4 qtrssince 2023-Q3	Increased 57
IEFA ETF ISHARES CORE MSCI EAFE ETF	2.2M	$161.9M	1.7%	—	$59.50	+15.86%	22 qtrssince 2019-Q1	Decreased 0
SPYG ETF SPDR PORTFOLIO S&P 500 GROWT	1.5M	$121.2M	1.3%	—	$57.72	+37.54%	7 qtrssince 2022-Q4	Increased 49
VO ETF VANGUARD MID-CAP ETF	484,807	$117.4M	1.2%	—	$50.73	+15.73%	4 qtrssince 2023-Q3	Increased 49
DGRO ETF ISHARES CORE DIVIDEND GROWTH	1.5M	$88M	0.9%	—	$45.45	+22.47%	22 qtrssince 2019-Q1	Decreased 0
IAU ETF ISHARES GOLD TRUST	1.4M	$61.9M	0.6%	—	$35.05	+25.32%	4 qtrssince 2023-Q3	Decreased 0
DFAS ETF DIMENSIONAL US SMALL CAP ETF	926,326	$55.7M	0.6%	—	$53.56	+10.45%	4 qtrssince 2023-Q3	Increased 42
SPYD ETF SPDR PORTFOLIO S&P 500 HIGH	1.4M	$55.6M	0.6%	—	$31.64	+18.78%	9 qtrssince 2022-Q2	Decreased 0
VGSH ETF VANGUARD SHORT-TERM TREASURY	892,118	$51.7M	0.5%	—	$52.91	+0.54%	4 qtrssince 2023-Q3	Increased 63
VNQ ETF VANGUARD REAL ESTATE ETF ETF	521,141	$43.7M	0.5%	—	$69.55	+13.80%	7 qtrssince 2022-Q4	Decreased 0
VB ETF VANGUARD SMALL-CAP VIPERS	189,588	$41.3M	0.4%	—	$187.54	+13.88%	4 qtrssince 2023-Q3	Increased 36
SPYV ETF SPDR SERIES TRUST	460,630	$22.5M	0.2%	—	$40.75	+15.99%	5 qtrssince 2023-Q2	Decreased 0
VOO ETF VANGUARD S&P 500 ETF	41,868	$20.9M	0.2%	—	$384.98	+27.53%	4 qtrssince 2023-Q3	Increased 35
DFAT ETF DIMENSIONAL US TARGET VALUE	376,651	$19.5M	0.2%	—	$46.44	+9.08%	4 qtrssince 2023-Q3	Increased 37
SCHD ETF SCHWAB US DVD EQUITY ETF	226,307	$17.6M	0.2%	—	$17.91	+36.73%	22 qtrssince 2019-Q1	Increased 40