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CIK: 0001727336
Total reported value
$16.8B
$16.8B
443 檔
52.1%
At the close of Q4 2024, First Command Advisory Services, Inc. disclosed equity holdings valued at approximately $16.8B, spread across 443 reported holdings.
During Q4 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 443 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 49.51% | +0.37% | +0.58% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 9.68% | +0.44% | +0.78% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.62% | +0.38% | +0.59% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 7.90% | -0.12% | +0.94% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.41% | +0.17% | -0.01% | |
| 6 | EWJ | Ishares Msci Japan ETF | ETF-Other | 3.83% | -0.02% | +1.53% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.61% | -0.20% | +5.73% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.29% | -0.38% | +3.13% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.88% | -0.07% | -0.55% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.67% | +0.03% | +12.76% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 0.65% | -0.23% | -1.55% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.63% | -0.09% | +5.98% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.39% | — | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.55% | -0.19% | +5.72% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | — | -35.49% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.53% | +0.05% | +17.14% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 0.46% | -0.11% | +1.80% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.46% | -0.12% | +2.59% | |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.42% | +0.09% | +12.79% | |
| 20 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.32% | -0.06% | -10.15% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.24% | -0.04% | +9.18% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.23% | -0.01% | +237.18% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | -0.05% | -3.35% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.20% | +0.04% | +11.39% | |
| 25 | INTF | Ishares International Equity | ETF-Other | 0.19% | — | +15.44% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.15% | +0.05% | +15.33% | |
| 27 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-Other | 0.15% | -0.01% | +8.72% | |
| 28 | DFIV | Dimensional International Va | ETF-Other | 0.14% | -0.03% | +13.64% | |
| 29 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.13% | — | +11.63% | |
| 30 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.11% | -0.01% | -13.62% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | -0.01% | +0.23% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.09% | — | -2.50% | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.08% | +0.01% | +13.04% | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.08% | — | -11.27% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.06% | -0.01% | -0.87% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | — | -0.84% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.04% | -0.03% | +0.98% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.04% | — | +3.78% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.04% | -0.01% | -14.24% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.03% | -0.01% | -2.75% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.03% | +0.02% | +27.60% | |
| 42 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.03% | -0.02% | -0.30% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.02% | — | +1.15% | |
| 44 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.02% | — | +5.81% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.02% | — | -30.28% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.02% | — | +1.73% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.02% | — | +2.15% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.02% | -0.01% | -1.03% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.02% | — | +0.39% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.02% | — | -2.86% |
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 443 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQM, IJR) accounted for 52.1% of total reported equity market value during Q4 2024.
During Q4 2024, First Command Advisory Services, Inc.'s top holdings by market value included IVV (49.5%)、QQQM (9.7%)、IJR (9.6%). The largest single position, IVV, represented 49.5% of total portfolio value.
In Q4 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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