First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q4 2019
Top Holdings22 positions
ISHARES TR | 5M | $1.6B | 47.1% | $253.45 | +15.53% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 8.8M | $738M | 21.3% | $69.77 | +8.41% | 4 qtrssince 2019-Q1 | Increased 63 |
GOLDMAN SACHS ETF TR | 8.6M | $554.4M | 16.0% | $51.89 | +14.37% | 4 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 2M | $406.7M | 11.8% | $34.52 | +8.16% | 4 qtrssince 2019-Q1 | Increased 62 |
GOLDMAN SACHS ETF TR | 3.2M | $111.2M | 3.2% | $27.27 | +8.23% | 4 qtrssince 2019-Q1 | Increased 56 |
SCHWAB STRATEGIC TR | 160,722 | $9.3M | 0.3% | $13.55 | +12.28% | 4 qtrssince 2019-Q1 | Increased 35 |
ISHARES TR | 158,735 | $6.7M | 0.2% | $31.12 | +15.56% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 151,545 | $4.1M | 0.1% | $20.52 | +5.69% | 4 qtrssince 2019-Q1 | Increased 34 |
SCHWAB STRATEGIC TR | 761 | $31,000 | 0.0% | $16.80 | +9.43% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1,042 | $29,000 | 0.0% | $21.02 | +7.09% | 4 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 200 | $7,000 | 0.0% | $23.03 | +29.90% | 4 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES INC | 62 | $3,000 | 0.0% | $41.07 | +10.61% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 27 | $2,000 | 0.0% | $49.84 | +8.52% | 4 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF TRUST | 5 | $2,000 | 0.0% | $266.54 | +9.80% | 3 qtrssince 2019-Q2 | Decreased 0 |
ISHARES TR | 8 | $1,000 | 0.0% | $88.12 | +4.94% | 4 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES IBOXX INVESTMENT GRA | 4 | $1,000 | 0.0% | $97.25 | +4.09% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 12 | $1,000 | 0.0% | $46.99 | +11.85% | 4 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 10 | $1,000 | 0.0% | $71.79 | +9.03% | 4 qtrssince 2019-Q1 | Decreased 0 |
ENERGY SELECT SECTOR SPDR | 18 | $1,000 | 0.0% | $23.76 | -3.83% | 4 qtrssince 2019-Q1 | Unchanged 0 |
CARLYLE CREDIT INCOME FUND | 116 | $1,000 | 0.0% | $3.43 | +13.66% | 3 qtrssince 2019-Q2 | Unchanged 0 |
First Command Advisory Services, Inc. manages $3.5B across 22 positions as of Q4 2019. Top holdings: IVV (47.1%), IJR (21.3%), GSLC (16.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 2 new positions, 7 exits, 6 increased. Top move: IJR (INCREASED, conviction 63). Portfolio: $3.5B across 22 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