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 Momentum Trader fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

First Command Advisory Services, Inc.

Institutional investor · Portfolio as of Q4 2023

SEC EDGAR SourceSEC Filings

Top Holdings477 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES CORE S&P 500 ETF	8.9M	$4.3B	49.9%	—	$325.99	+42.71%	20 qtrssince 2019-Q1	Increased 62
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	9.5M	$1B	12.1%	—	$69.06	+51.30%	20 qtrssince 2019-Q1	Increased 63
QQQM ETF INVESCO NASDAQ 100 ETF	5M	$845.1M	9.9%	—	$147.31	+13.04%	3 qtrssince 2023-Q2	Decreased 0
SPHQ ETF INVESCO S&P 500 QUALITY ETF	13.8M	$748M	8.7%	—	$45.48	+16.17%	4 qtrssince 2023-Q1	Increased 61
IJH ETF ISHARES CORE S&P MIDCAP ETF	2.2M	$597.3M	7.0%	—	$47.43	+13.72%	20 qtrssince 2019-Q1	Increased 62
IEFA ETF ISHARES CORE MSCI EAFE ETF	2.6M	$184.2M	2.2%	—	$59.50	+10.24%	20 qtrssince 2019-Q1	Increased 55
VO ETF VANGUARD MID-CAP ETF	449,847	$104.7M	1.2%	—	$50.04	+11.88%	2 qtrssince 2023-Q3	Increased 49
SPYG ETF SPDR PORTFOLIO S&P 500 GROWT	1.4M	$92.1M	1.1%	—	$56.53	+13.69%	5 qtrssince 2022-Q4	Increased 49
DGRO ETF ISHARES CORE DIVIDEND GROWTH	1.6M	$85.7M	1.0%	—	$45.45	+13.21%	20 qtrssince 2019-Q1	Decreased 0
SPYD ETF SPDR PORTFOLIO S&P 500 HIGH	1.7M	$66M	0.8%	—	$31.64	+13.25%	7 qtrssince 2022-Q2	Decreased 0
IAU ETF ISHARES GOLD TRUST	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 US SMALL CAP ETF	844,319	$50.3M	0.6%	—	$52.87	+10.54%	2 qtrssince 2023-Q3	Increased 52
VNQ ETF VANGUARD REAL ESTATE ETF ETF	528,291	$46.7M	0.5%	—	$69.45	+17.74%	5 qtrssince 2022-Q4	Increased 42
VB ETF VANGUARD SMALL-CAP VIPERS	171,291	$36.5M	0.4%	—	$184.16	+12.68%	2 qtrssince 2023-Q3	Increased 36
DFIV ETF DIMENSIONAL INTERNATIONAL VA	764,363	$26.3M	0.3%	—	$30.38	+5.36%	2 qtrssince 2023-Q3	Increased 40
SPYV ETF SPDR SERIES TRUST	517,604	$24.2M	0.3%	—	$40.75	+9.73%	3 qtrssince 2023-Q2	Increased 35
VOO ETF VANGUARD S&P 500 ETF	41,780	$18.2M	0.2%	—	$381.32	+11.69%	2 qtrssince 2023-Q3	Decreased 0
DFAT ETF DIMENSIONAL US TARGET VALUE	298,427	$15.6M	0.2%	—	$44.96	+13.00%	2 qtrssince 2023-Q3	Increased 38
GSLC ETF GOLDMAN ACTIVEBETA US LC ETF	163,925	$15.4M	0.2%	—	$81.52	+12.54%	20 qtrssince 2019-Q1	Decreased 0