First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q3 2021
Top Holdings156 positions
ISHARES TR | 4.2M | $1.8B | 24.2% | $254.72 | +57.78% | 11 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 33.1M | $1.7B | 22.3% | $34.78 | +28.90% | 11 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS ETF TR | 15M | $1.3B | 17.3% | $51.56 | +56.39% | 11 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 8.9M | $976.8M | 13.1% | $66.37 | +52.07% | 11 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 8.4M | $860.9M | 11.6% | $92.44 | +1.79% | 3 qtrssince 2021-Q1 | Increased 63 |
ISHARES TR | 7.9M | $795.1M | 10.7% | $91.51 | -3.41% | 2 qtrssince 2021-Q2 | Increased 62 |
ISHARES TR | 146,136 | $38.5M | 0.5% | $33.45 | +46.44% | 11 qtrssince 2019-Q1 | Increased 41 |
SCHWAB STRATEGIC TR | 137,689 | $10.3M | 0.1% | $13.64 | +51.77% | 11 qtrssince 2019-Q1 | Increased 34 |
ISHARES TR | 289,540 | $8.4M | 0.1% | $19.52 | +24.68% | 11 qtrssince 2019-Q1 | Increased 34 |
GOLDMAN SACHS ETF TR | 87,718 | $3.3M | 0.0% | $27.15 | +21.16% | 11 qtrssince 2019-Q1 | Increased 27 |
MICROSOFT CORP | 463 | $127,000 | 0.0% | $270.57 | 0.00% | 1 qtr | New 31 |
COSTCO WHOLESALE CORPORATION | 209 | $90,000 | 0.0% | $425.84 | 0.00% | 1 qtr | New 30 |
NIKE INC | 400 | $58,000 | 0.0% | $132.51 | 0.00% | 1 qtr | New 29 |
STARBUCKS CORP | 430 | $44,000 | 0.0% | $97.98 | 0.00% | 1 qtr | New 28 |
J P MORGAN EXCHANGE TRADED F | 338 | $17,000 | 0.0% | $42.87 | 0.00% | 1 qtr | New 25 |
SCHWAB STRATEGIC TR | 277 | $15,000 | 0.0% | $17.09 | +44.06% | 11 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HLDGS INC | 50 | $13,000 | 0.0% | $257.34 | 0.00% | 1 qtr | New 24 |
APPLE INC | 93 | $9,000 | 0.0% | $126.42 | +9.17% | 3 qtrssince 2021-Q1 | Increased 25 |
ISHARES TR | 114 | $7,000 | 0.0% | $48.96 | 0.00% | 1 qtr | New 22 |
CISCO SYS INC | 156 | $5,000 | 0.0% | $43.88 | +7.87% | 6 qtrssince 2020-Q2 | Decreased 0 |
First Command Advisory Services, Inc. manages $7.5B across 156 positions as of Q3 2021. Top holdings: IVV (24.2%), DGRO (22.3%), GSLC (17.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 136 new positions, 47 exits, 11 increased. Top move: IJJ (INCREASED, conviction 63). Portfolio: $7.5B across 156 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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