First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q3 2023
Top Holdings468 positions
ISHARES TR | 8.9M | $3.8B | 50.2% | $322.08 | +28.28% | 19 qtrssince 2019-Q1 | Increased 69 |
ISHARES TR | 9.4M | $884.4M | 11.6% | $67.88 | +32.69% | 19 qtrssince 2019-Q1 | Increased 62 |
INVESCO EXCH TRADED FD TR II | 5M | $739.8M | 9.7% | $147.31 | -1.36% | 2 qtrssince 2023-Q2 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 13.8M | $691.6M | 9.1% | $45.57 | +6.03% | 3 qtrssince 2023-Q1 | Increased 66 |
ISHARES TR | 2.1M | $532.3M | 7.0% | $46.99 | +2.00% | 19 qtrssince 2019-Q1 | Increased 98 |
ISHARES TR | 2.5M | $160M | 2.1% | $59.17 | 0.00% | 19 qtrssince 2019-Q1 | Increased 84 |
VANGUARD INDEX FDS | 436,074 | $90.8M | 1.2% | $49.85 | 0.00% | 1 qtr | New 68 |
SPDR SERIES TRUST | 1.4M | $81M | 1.1% | $56.12 | +3.61% | 4 qtrssince 2022-Q4 | Increased 76 |
ISHARES TR | 1.6M | $79.1M | 1.0% | $44.86 | +3.39% | 19 qtrssince 2019-Q1 | Increased 76 |
SPDR SERIES TRUST | 1.7M | $60.1M | 0.8% | $30.63 | -0.02% | 6 qtrssince 2022-Q2 | Increased 67 |
ISHARES GOLD TR | 1.4M | $50.5M | 0.7% | $34.99 | 0.00% | 1 qtr | New 57 |
ISHARES TR | 509,823 | $49.4M | 0.7% | $86.77 | 0.00% | 1 qtr | New 57 |
VANGUARD INDEX FDS | 516,634 | $39.1M | 0.5% | $67.84 | 0.00% | 4 qtrssince 2022-Q4 | Increased 66 |
DIMENSIONAL ETF TRUST | 659,128 | $34.6M | 0.5% | $50.90 | 0.00% | 1 qtr | New 48 |
VANGUARD INDEX FDS | 163,000 | $30.8M | 0.4% | $181.21 | 0.00% | 1 qtr | New 48 |
DIMENSIONAL ETF TRUST | 648,027 | $21.1M | 0.3% | $29.45 | 0.00% | 1 qtr | New 47 |
SPDR SERIES TRUST | 501,845 | $20.8M | 0.3% | $40.52 | -4.04% | 2 qtrssince 2023-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 43,646 | $17.1M | 0.2% | $378.04 | 0.00% | 1 qtr | New 47 |
GOLDMAN SACHS ETF TR | 197,544 | $16.6M | 0.2% | $80.84 | +0.61% | 19 qtrssince 2019-Q1 | Increased 54 |
SCHWAB STRATEGIC TR | 175,366 | $12.4M | 0.2% | $15.61 | +35.41% | 19 qtrssince 2019-Q1 | Increased 35 |
First Command Advisory Services, Inc. manages $7.6B across 468 positions as of Q3 2023. Top holdings: IVV (50.2%), IJR (11.6%), QQQM (9.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 408 new positions, 29 exits, 45 increased. Top move: IJH (INCREASED, conviction 98). Portfolio: $7.6B across 468 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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