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

As of Q3 2024, First Command Advisory Services, Inc. holds 469 positions in their 13F portfolio.

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

IVV at 49.1% of portfolio, worth $5.1B.

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

$10.4B as of Q3 2024, tracked across 469 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 Q3 2024?

View First Command Advisory Services, Inc.'s latest portfolio changes, new positions, and exits for Q3 2024 on HoldingsIntel.

What is First Command Advisory Services, Inc.'s investment strategy?

First Command Advisory Services, Inc. is classified as a Momentum Trader fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

First Command Advisory Services, Inc.

Institutional investor · Portfolio as of Q3 2024

SEC EDGAR SourceSEC Filings

Top Holdings469 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	$5.1B	49.1%	—	$326.35	+73.07%	23 qtrssince 2019-Q1	Increased 62
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	8.8M	$1B	9.9%	—	$69.75	+63.09%	23 qtrssince 2019-Q1	Increased 62
QQQM ETF INVESCO NASDAQ 100 ETF	4.8M	$967.2M	9.3%	—	$147.64	+34.74%	6 qtrssince 2023-Q2	Increased 62
SPHQ ETF INVESCO S&P 500 QUALITY ETF	12.3M	$828.6M	8.0%	—	$45.48	+45.57%	7 qtrssince 2023-Q1	Decreased 0
IJH ETF ISHARES CORE S&P MIDCAP ETF	10.9M	$676.6M	6.5%	—	$56.91	+7.45%	23 qtrssince 2019-Q1	Increased 61
EWJ ETF ISHARES MSCI JAPAN ETF	5.9M	$424M	4.1%	—	$66.67	+0.37%	5 qtrssince 2023-Q3	Increased 60
IEFA ETF ISHARES CORE MSCI EAFE ETF	2.3M	$178.1M	1.7%	—	$59.83	+24.09%	23 qtrssince 2019-Q1	Increased 49
VO ETF VANGUARD MID-CAP ETF	501,273	$132.3M	1.3%	—	$51.17	+25.48%	5 qtrssince 2023-Q3	Increased 49
DGRO ETF ISHARES CORE DIVIDEND GROWTH	1.5M	$95.6M	0.9%	—	$45.45	+33.51%	23 qtrssince 2019-Q1	Decreased 0
SPYG ETF SPDR PORTFOLIO S&P 500 GROWT	1M	$83.9M	0.8%	—	$57.72	+41.82%	8 qtrssince 2022-Q4	Decreased 0
IAU ETF ISHARES GOLD TRUST	1.4M	$69.6M	0.7%	—	$35.05	+42.90%	5 qtrssince 2023-Q3	Decreased 0
IUSB ETF ISHARES TR	1.4M	$65.3M	0.6%	—	$43.48	0.00%	2 qtrssince 2024-Q2	Increased 67
DFAS ETF DIMENSIONAL US SMALL CAP ETF	966,755	$62.7M	0.6%	—	$53.99	+18.32%	5 qtrssince 2023-Q3	Increased 43
VGSH ETF VANGUARD SHORT-TERM TREASURY	943,831	$55.7M	0.5%	—	$53.01	+3.23%	5 qtrssince 2023-Q3	Increased 44
IDEV ETF ISHARES CORE MSCI DEV MKTS	734,128	$52M	0.5%	—	$67.53	0.00%	3 qtrssince 2024-Q1	Increased 67
VNQ ETF VANGUARD REAL ESTATE ETF ETF	529,085	$51.5M	0.5%	—	$69.89	+31.79%	8 qtrssince 2022-Q4	Increased 36
VB ETF VANGUARD SMALL-CAP VIPERS	199,815	$47.4M	0.5%	—	$189.86	+22.67%	5 qtrssince 2023-Q3	Increased 37
SPYD ETF SPDR PORTFOLIO S&P 500 HIGH	865,776	$39.5M	0.4%	—	$31.64	+35.47%	10 qtrssince 2022-Q2	Decreased 0
SPMD ETF SPDR PORTFOLIO S&P 400 MID C	719,425	$39.3M	0.4%	—	$53.63	0.00%	3 qtrssince 2024-Q1	Increased 56
DFAT ETF DIMENSIONAL US TARGET VALUE	418,286	$23.3M	0.2%	—	$47.23	+15.13%	5 qtrssince 2023-Q3	Increased 38