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CIK: 0001727336
Total reported value
$16.8B
$16.8B
585 檔
47.7%
At the close of Q1 2024, First Command Advisory Services, Inc. disclosed equity holdings valued at approximately $16.8B, spread across 585 reported holdings.
During Q1 2024, First Command Advisory Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 585 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 49.05% | +0.37% | -0.35% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.97% | +0.38% | -9.79% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 9.50% | +0.44% | -1.10% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 8.71% | -0.12% | -0.60% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.91% | +0.17% | +403.36% | |
| 6 | EWJ | Ishares Msci Japan ETF | ETF-Other | 4.21% | -0.02% | +470523.49% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.88% | -0.20% | -7.84% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.23% | -0.38% | +4.48% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.13% | — | +3.91% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.95% | -0.07% | -2.26% | |
| 11 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.65% | -0.06% | -9.51% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 0.64% | -0.23% | -0.32% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.59% | -0.09% | +7.07% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.48% | -0.12% | +0.96% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | -0.11% | +6.34% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.31% | -0.19% | +6555.11% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.25% | — | -7.29% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.25% | — | -52.80% | |
| 19 | DFIV | Dimensional International Va | ETF-Other | 0.21% | -0.03% | -29.47% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | -0.05% | -3.14% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.20% | -0.04% | +16.79% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.16% | -0.01% | +4.27% | |
| 23 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.15% | -0.01% | -16.80% | |
| 24 | INTF | Ishares International Equity | ETF-Other | 0.14% | — | +3.90% | |
| 25 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-Other | 0.12% | -0.01% | +14.37% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.11% | — | -1.59% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | -0.01% | +1.26% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.07% | — | -1.81% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.06% | -0.01% | +0.21% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.05% | — | -28.28% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.05% | -0.01% | -15.18% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.05% | -0.03% | -0.36% | |
| 33 | BIRD | Smartbird, Inc | Stock-Other | 0.04% | — | — | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.04% | -0.01% | -3.09% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.03% | — | -4.66% | |
| 36 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.03% | -0.02% | -27.18% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.03% | — | -10.56% | |
| 38 | FVD | First Trust Value Line Dvd | ETF-Other | 0.03% | — | -25.79% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.02% | — | -2.51% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.02% | -0.01% | +0.69% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.02% | -0.01% | -2.55% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.02% | — | +7.97% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.02% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.02% | — | +6.99% | |
| 45 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.02% | — | -19.30% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.02% | — | +41.75% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.02% | +0.02% | -0.89% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.02% | -0.03% | -2.65% | |
| 49 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.02% | — | +35862.96% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.02% | — | +333.47% |
According to official SEC Form 13F filings, First Command Advisory Services, Inc. reported a total U.S. public equity portfolio value of $16.8B across 585 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IJR, QQQM) accounted for 47.7% of total reported equity market value during Q1 2024.
During Q1 2024, First Command Advisory Services, Inc.'s top holdings by market value included IVV (49.0%)、IJR (10.0%)、QQQM (9.5%). The largest single position, IVV, represented 49.0% of total portfolio value.
In Q1 2024, First Command Advisory Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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