First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q3 2020
Top Holdings66 positions
iShares Trust CORE S&P500 ETF | 5.1M | $1.7B | 33.6% | $253.04 | +22.11% | 7 qtrssince 2019-Q1 | Decreased 0 |
TR ACTIVEBETA US LARGE CAP EQUITY ETF | 16.8M | $1.1B | 22.3% | $50.76 | +24.19% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE DIVIDEND GROWTH ETF | 26M | $1B | 20.2% | $32.70 | +6.25% | 7 qtrssince 2019-Q1 | Increased 65 |
ISHARES CORE S&P SMALL CAP ETF | 10.9M | $768.2M | 15.0% | $66.29 | -3.24% | 7 qtrssince 2019-Q1 | Increased 62 |
ISHARES CORE S&P MID-CAP ETF | 2.3M | $429.5M | 8.4% | $33.32 | +2.34% | 7 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US DIVIDEND EQUITY ETF | 171,184 | $9.4M | 0.2% | $13.49 | +10.77% | 7 qtrssince 2019-Q1 | Increased 34 |
ISHARES INTERNATIONAL EQUITY FACTOR ETF | 326,942 | $7.9M | 0.2% | $19.38 | +2.01% | 7 qtrssince 2019-Q1 | Increased 34 |
GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | 102,145 | $3.3M | 0.1% | $26.97 | +3.88% | 7 qtrssince 2019-Q1 | Decreased 0 |
ON SEMICONDUCTOR CORP | 816 | $18,000 | 0.0% | $21.69 | 0.00% | 1 qtr | New 26 |
FEDEX CORP | 50 | $13,000 | 0.0% | $181.55 | 0.00% | 1 qtr | New 24 |
ANAPLAN INC | 185 | $12,000 | 0.0% | — | — | 1 qtr | New 24 |
SPOTIFY TECHNOLOGY S A | 50 | $12,000 | 0.0% | $242.57 | 0.00% | 1 qtr | New 24 |
Amgen Inc. | 45 | $11,000 | 0.0% | $211.35 | 0.00% | 1 qtr | New 24 |
ELASTIC N V ORD SHS | 98 | $11,000 | 0.0% | $108.47 | -9.44% | 1 qtr | New 24 |
ABIOMED INC | 36 | $10,000 | 0.0% | — | — | 1 qtr | New 24 |
Adobe Inc | 21 | $10,000 | 0.0% | $490.43 | 0.00% | 1 qtr | New 24 |
AMERISOURCEBERGEN CORP | 99 | $10,000 | 0.0% | $85.85 | 0.00% | 1 qtr | New 24 |
ISHARES GLOBAL REIT ETF | 491 | $10,000 | 0.0% | $21.02 | -15.46% | 7 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 292 | $10,000 | 0.0% | $16.80 | -9.09% | 7 qtrssince 2019-Q1 | Decreased 0 |
TWITTER INC | 216 | $10,000 | 0.0% | — | — | 1 qtr | New 24 |
First Command Advisory Services, Inc. manages $5.1B across 66 positions as of Q3 2020. Top holdings: IVV (33.6%), GSLC (22.3%), DGRO (20.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 43 new positions, 17 exits, 5 increased. Top move: DGRO (INCREASED, conviction 65). Portfolio: $5.1B across 66 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR