First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q4 2020
Top Holdings52 positions
iShares Trust CORE S&P500 ETF | 5.2M | $1.9B | 32.2% | $254.02 | +36.48% | 8 qtrssince 2019-Q1 | Increased 62 |
TR ACTIVEBETA US LARGE CAP EQUITY ETF | 17.3M | $1.3B | 21.8% | $51.39 | +36.90% | 8 qtrssince 2019-Q1 | Increased 64 |
ISHARES CORE DIVIDEND GROWTH ETF | 27.1M | $1.2B | 20.2% | $32.98 | +19.43% | 8 qtrssince 2019-Q1 | Increased 65 |
ISHARES CORE S&P SMALL CAP ETF | 10.8M | $991.5M | 16.5% | $66.29 | +26.97% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MID-CAP ETF | 2.3M | $529.3M | 8.8% | $33.32 | +27.31% | 8 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US DIVIDEND EQUITY ETF | 168,534 | $10.8M | 0.2% | $13.49 | +29.67% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INTERNATIONAL EQUITY FACTOR ETF | 325,237 | $8.8M | 0.1% | $19.38 | +15.05% | 8 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | 100,670 | $3.8M | 0.1% | $26.97 | +23.67% | 8 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 321 | $14,000 | 0.0% | $17.09 | +16.70% | 8 qtrssince 2019-Q1 | Increased 20 |
ISHARES GLOBAL REIT ETF | 491 | $12,000 | 0.0% | $21.02 | -3.71% | 8 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD REAL ESTATE ETF | 124 | $11,000 | 0.0% | $68.95 | +0.33% | 4 qtrssince 2020-Q1 | Increased 28 |
Cisco Systems, Inc. | 58 | $3,000 | 0.0% | $39.00 | -2.40% | 3 qtrssince 2020-Q2 | Unchanged 0 |
ISHARES CORE MSCI EAFE ETF | 27 | $2,000 | 0.0% | $45.57 | +30.13% | 8 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB U.S. LARGE-CAP ETF | 23 | $2,000 | 0.0% | $14.07 | 0.00% | 1 qtr | New 17 |
SCHWAB U.S. SMALL-CAP ETF | 19 | $2,000 | 0.0% | $20.66 | 0.00% | 1 qtr | New 17 |
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 54 | $2,000 | 0.0% | $22.27 | 0.00% | 1 qtr | New 17 |
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 53 | $2,000 | 0.0% | $24.45 | 0.00% | 1 qtr | New 17 |
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 34 | $2,000 | 0.0% | $13.64 | 0.00% | 1 qtr | New 17 |
SCHWAB US TIPS ETF | 31 | $2,000 | 0.0% | $25.07 | 0.00% | 1 qtr | New 17 |
VANGUARD SCOTTSDALE FDS | 17 | $2,000 | 0.0% | $80.26 | 0.00% | 1 qtr | New 17 |
First Command Advisory Services, Inc. manages $6B across 52 positions as of Q4 2020. Top holdings: IVV (32.2%), GSLC (21.8%), DGRO (20.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 34 new positions, 48 exits, 6 increased. Top move: DGRO (INCREASED, conviction 65). Portfolio: $6.0B across 52 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
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