First Command Advisory Services, Inc.
Institutional investor · Portfolio as of Q4 2022
Top Holdings196 positions
ISHARES TR | 7.8M | $3B | 46.8% | $309.98 | +17.85% | 16 qtrssince 2019-Q1 | Increased 85 |
ISHARES TR | 24.5M | $1.2B | 19.1% | $35.15 | +30.67% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 9.1M | $861M | 13.4% | $67.11 | +33.05% | 16 qtrssince 2019-Q1 | Increased 62 |
SPDR SERIES TRUST | 17.9M | $709.8M | 11.1% | $32.82 | +1.70% | 3 qtrssince 2022-Q2 | Decreased 0 |
SPDR SERIES TRUST | 10.8M | $549.7M | 8.6% | $49.24 | 0.00% | 1 qtr | New 97 |
ISHARES TR | 158,862 | $38.4M | 0.6% | $35.03 | +31.22% | 16 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 166,969 | $12.6M | 0.2% | $15.33 | +43.36% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 370,699 | $9.1M | 0.1% | $20.79 | +5.07% | 16 qtrssince 2019-Q1 | Increased 33 |
GOLDMAN SACHS ETF TR | 59,120 | $1.7M | 0.0% | $27.15 | -3.69% | 16 qtrssince 2019-Q1 | Increased 26 |
GOLDMAN SACHS ETF TR | 5,685 | $433,000 | 0.0% | $51.96 | +39.96% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1,103 | $111,000 | 0.0% | $92.44 | +2.04% | 8 qtrssince 2021-Q1 | Unchanged 0 |
ISHARES TR | 994 | $91,000 | 0.0% | $91.52 | -9.26% | 7 qtrssince 2021-Q2 | Decreased 0 |
WELLS FARGO & CO | 272 | $11,000 | 0.0% | $37.56 | 0.00% | 1 qtr | New 24 |
CONOCOPHILLIPS | 47 | $6,000 | 0.0% | $104.70 | 0.00% | 1 qtr | New 22 |
SCHWAB STRATEGIC TR | 276 | $5,000 | 0.0% | $21.14 | +5.33% | 16 qtrssince 2019-Q1 | Increased 24 |
SCHWAB STRATEGIC TR | 311 | $5,000 | 0.0% | $16.72 | 0.00% | 1 qtr | New 21 |
VANGUARD SCOTTSDALE FDS | 162 | $5,000 | 0.0% | $40.41 | 0.00% | 1 qtr | New 21 |
SCHWAB STRATEGIC TR | 117 | $4,000 | 0.0% | $21.45 | 0.00% | 1 qtr | New 20 |
GLOBAL X FDS | 91 | $3,000 | 0.0% | $26.99 | 0.00% | 1 qtr | New 20 |
SCHWAB STRATEGIC TR | 252 | $3,000 | 0.0% | $13.43 | +7.10% | 2 qtrssince 2022-Q3 | Decreased 0 |
First Command Advisory Services, Inc. manages $6.4B across 196 positions as of Q4 2022. Top holdings: IVV (46.8%), DGRO (19.1%), IJR (13.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 143 new positions, 53 exits, 26 increased. Top move: SPYG (NEW, conviction 97). Portfolio: $6.4B across 196 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