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CIK: 0001727336
Total reported value
$16.8B
$16.8B
514 檔
48.5%
The Q2 2024 SEC filing reveals that First Command Advisory Services, Inc. held a total portfolio value of $16.8B, covering 514 public equity positions.
During Q2 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 514 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 50.00% | +0.37% | -1.00% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 9.79% | +0.44% | -3.50% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.61% | +0.38% | +0.98% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 8.65% | -0.12% | -4.55% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.59% | +0.17% | +0.02% | |
| 6 | EWJ | Ishares Msci Japan ETF | ETF-Other | 4.02% | -0.02% | +0.76% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.68% | -0.20% | -7.64% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.26% | — | +2.76% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.22% | -0.38% | +3.15% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.91% | -0.07% | -1.83% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 0.64% | -0.23% | -3.57% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.58% | -0.09% | +2.47% | |
| 13 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.58% | -0.06% | -9.32% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.54% | -0.19% | +77.57% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.45% | -0.12% | -2.29% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 0.43% | -0.11% | +4.08% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.23% | — | -4.01% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | -0.05% | +3.45% | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 0.20% | -0.04% | +8.07% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.18% | -0.01% | +19.90% | |
| 21 | INTF | Ishares International Equity | ETF-Other | 0.16% | — | +17.69% | |
| 22 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.14% | -0.01% | -9.47% | |
| 23 | DFIV | Dimensional International Va | ETF-Other | 0.13% | -0.03% | -35.45% | |
| 24 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-Other | 0.12% | -0.01% | +8.69% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | -0.01% | +4.88% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.10% | — | -2.19% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.09% | — | +1.38% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.06% | -0.01% | +0.07% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.04% | -0.01% | -6.49% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.04% | -0.03% | -1.89% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | — | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.04% | -0.01% | +0.32% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.04% | — | -29.30% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.03% | — | -9.33% | |
| 35 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.03% | -0.02% | -1.04% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.02% | — | -1.89% | |
| 37 | FVD | First Trust Value Line Dvd | ETF-Other | 0.02% | — | -10.50% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.02% | — | -1.46% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.02% | +0.02% | +919.87% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.02% | — | -91.95% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.02% | — | +4.27% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.02% | — | — | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.02% | -0.01% | -1.01% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.02% | — | -1.28% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.02% | — | -8.76% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.02% | — | -2.70% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.02% | -0.01% | -3.51% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.02% | — | — | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.01% | — | -8.71% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.01% | -0.03% | -7.35% |
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 514 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQM, IJR) accounted for 48.5% of total reported equity market value during Q2 2024.
During Q2 2024, First Command Advisory Services, Inc.'s top holdings by market value included IVV (50.0%)、QQQM (9.8%)、IJR (9.6%). The largest single position, IVV, represented 50.0% of total portfolio value.
In Q2 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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