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

As of Q4 2023, First Command Advisory Services, Inc. holds 477 positions in their 13F portfolio.

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

IVV at 49.9% of portfolio, worth $4.3B.

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

$8.5B as of Q4 2023, tracked across 477 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 Q4 2023?

View First Command Advisory Services, Inc.'s latest portfolio changes, new positions, and exits for Q4 2023 on HoldingsIntel.

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

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

First Command Advisory Services, Inc.

Institutional investor · Portfolio as of Q4 2023

Top Holdings477 positions

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Activity:

				Price Trend
IVV ETF ISHARES TR	8.9M	$4.3B	49.9%	—	$322.86	+42.91%	20 qtrssince 2019-Q1	Increased 62
IJR ETF ISHARES TR	9.5M	$1B	12.1%	—	$68.47	+51.35%	20 qtrssince 2019-Q1	Increased 63
QQQM ETF INVESCO EXCH TRADED FD TR II	5M	$845.1M	9.9%	—	$147.31	+13.04%	3 qtrssince 2023-Q2	Decreased 0
SPHQ ETF INVESCO EXCHANGE TRADED FD T	13.8M	$748M	8.7%	—	$45.57	+15.00%	4 qtrssince 2023-Q1	Increased 61
IJH ETF ISHARES TR	2.2M	$597.3M	7.0%	—	$47.05	+13.71%	20 qtrssince 2019-Q1	Increased 62
IEFA ETF ISHARES TR	2.6M	$184.2M	2.2%	—	$59.50	+10.24%	20 qtrssince 2019-Q1	Increased 55
VO ETF VANGUARD INDEX FDS	449,847	$104.7M	1.2%	—	$50.04	+11.88%	2 qtrssince 2023-Q3	Increased 49
SPYG ETF SPDR SERIES TRUST	1.4M	$92.1M	1.1%	—	$56.40	+13.51%	5 qtrssince 2022-Q4	Increased 49
DGRO ETF ISHARES TR	1.6M	$85.7M	1.0%	—	$44.86	+13.12%	20 qtrssince 2019-Q1	Decreased 0
SPYD ETF SPDR SERIES TRUST	1.7M	$66M	0.8%	—	$30.63	+13.24%	7 qtrssince 2022-Q2	Decreased 0
IAU ETF ISHARES GOLD TR	1.5M	$57.2M	0.7%	—	$35.05	+11.34%	2 qtrssince 2023-Q3	Increased 42
STIP ETF ISHARES TR	511,554	$50.4M	0.6%	—	$86.77	+2.53%	2 qtrssince 2023-Q3	Increased 41
DFAS ETF DIMENSIONAL ETF TRUST	844,319	$50.3M	0.6%	—	$52.46	+10.54%	2 qtrssince 2023-Q3	Increased 52
VNQ ETF VANGUARD INDEX FDS	528,291	$46.7M	0.5%	—	$68.11	+17.75%	5 qtrssince 2022-Q4	Increased 42
VB ETF VANGUARD INDEX FDS	171,291	$36.5M	0.4%	—	$182.39	+12.68%	2 qtrssince 2023-Q3	Increased 36
DFIV ETF DIMENSIONAL ETF TRUST	764,363	$26.3M	0.3%	—	$29.73	+5.36%	2 qtrssince 2023-Q3	Increased 40
SPYV ETF SPDR SERIES TRUST	517,604	$24.2M	0.3%	—	$40.64	+8.69%	3 qtrssince 2023-Q2	Increased 35
VOO ETF VANGUARD INDEX FDS	41,780	$18.2M	0.2%	—	$378.04	+11.69%	2 qtrssince 2023-Q3	Decreased 0
DFAT ETF DIMENSIONAL ETF TRUST	298,427	$15.6M	0.2%	—	$44.49	+13.00%	2 qtrssince 2023-Q3	Increased 38
GSLC ETF GOLDMAN SACHS ETF TR	163,925	$15.4M	0.2%	—	$80.84	+12.54%	20 qtrssince 2019-Q1	Decreased 0