First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q4 2021
Top Holdings100 positions
ISHARES TR | 33.9M | $1.9B | 23.9% | $35.12 | +42.02% | 12 qtrssince 2019-Q1 | Increased 63 |
ISHARES TR | 3.8M | $1.8B | 23.1% | $254.72 | +75.24% | 12 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS ETF TR | 14.3M | $1.4B | 17.3% | $51.56 | +73.52% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 8.8M | $1B | 12.9% | $66.37 | +60.52% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 8M | $882.2M | 11.2% | $92.44 | +9.85% | 4 qtrssince 2021-Q1 | Decreased 0 |
ISHARES TR | 7.6M | $834.9M | 10.6% | $91.51 | +5.74% | 3 qtrssince 2021-Q2 | Decreased 0 |
ISHARES TR | 156,081 | $44.2M | 0.6% | $34.69 | +52.48% | 12 qtrssince 2019-Q1 | Increased 44 |
SCHWAB STRATEGIC TR | 165,278 | $13.4M | 0.2% | $15.16 | +49.91% | 12 qtrssince 2019-Q1 | Increased 40 |
ISHARES TR | 386,572 | $11.2M | 0.1% | $20.87 | +19.35% | 12 qtrssince 2019-Q1 | Increased 43 |
GOLDMAN SACHS ETF TR | 83,018 | $3.1M | 0.0% | $27.15 | +22.63% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 267 | $17,000 | 0.0% | $65.29 | +0.53% | 12 qtrssince 2019-Q1 | Increased 30 |
ISHARES TR | 115 | $13,000 | 0.0% | $97.78 | 0.00% | 1 qtr | New 24 |
SCHWAB STRATEGIC TR | 234 | $13,000 | 0.0% | $17.09 | +53.02% | 12 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 664 | $10,000 | 0.0% | $166.86 | +3.95% | 4 qtrssince 2021-Q1 | Increased 27 |
SPDR SERIES TRUST | 287 | $10,000 | 0.0% | $30.74 | 0.00% | 1 qtr | New 24 |
VANGUARD SPECIALIZED FUNDS | 27 | $5,000 | 0.0% | $157.40 | 0.00% | 1 qtr | New 21 |
VANGUARD INTL EQUITY INDEX F | 79 | $5,000 | 0.0% | $99.11 | +59.73% | 1 qtr | New 21 |
CISCO SYS INC | 58 | $4,000 | 0.0% | $43.88 | +26.44% | 7 qtrssince 2020-Q2 | Decreased 0 |
ISHARES TR | 123 | $4,000 | 0.0% | $21.02 | +27.59% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 34 | $3,000 | 0.0% | $69.48 | 0.00% | 1 qtr | New 20 |
First Command Advisory Services, Inc. manages $7.9B across 100 positions as of Q4 2021. Top holdings: DGRO (23.9%), IVV (23.1%), GSLC (17.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 62 new positions, 118 exits, 18 increased. Top move: DGRO (INCREASED, conviction 63). Portfolio: $7.9B across 100 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