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CIK: 0001727336
Total reported value
$16.8B
$16.8B
622 檔
57.8%
As reported in its official Q2 2025 Form 13F filing, First Command Advisory Services, Inc.'s tracked investment portfolio stood at $16.8B with 622 total positions.
During Q2 2025, 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 622 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 53.47% | +0.37% | +0.63% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 9.42% | +0.44% | -0.26% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.63% | +0.38% | +2.38% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.23% | +0.17% | +1.66% | |
| 5 | EWJ | Ishares Msci Japan ETF | ETF-Other | 3.90% | -0.02% | -0.27% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.85% | -0.20% | -0.17% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.35% | -0.38% | +2.95% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.39% | +35.46% | |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.89% | -0.12% | +2.64% | |
| 10 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 0.84% | -0.08% | +3.66% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.84% | -0.07% | +1.15% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.83% | +0.03% | +16.00% | |
| 13 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.77% | +0.05% | +15.68% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.67% | -0.09% | +6.01% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 0.66% | -0.23% | -6.02% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | — | +3.62% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.53% | +0.09% | +19.41% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.53% | -0.19% | +0.80% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.45% | -0.11% | +3.40% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.45% | -0.12% | +2.54% | |
| 21 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.32% | -0.06% | +4.25% | |
| 22 | DFAT | Dimensional US Target Value | ETF-Other | 0.25% | -0.04% | +6.31% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.24% | +0.04% | +19.66% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.23% | -0.01% | +8.36% | |
| 25 | INTF | Ishares International Equity | ETF-Other | 0.22% | — | +3.89% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.21% | +0.05% | +16.04% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | -0.05% | -3.45% | |
| 28 | DFIV | Dimensional International Va | ETF-Other | 0.17% | -0.03% | +3.23% | |
| 29 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-Other | 0.16% | -0.01% | +4.30% | |
| 30 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.16% | — | +15.39% | |
| 31 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 0.13% | -0.02% | +5.81% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.10% | +0.01% | +15.49% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | -0.01% | -0.38% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.07% | — | +5.27% | |
| 35 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.06% | -0.01% | -15.80% | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.06% | — | -9.53% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.05% | -0.01% | -3.25% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.04% | -0.03% | -4.30% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | — | +1.68% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.03% | +0.02% | +5.00% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.03% | — | -2.91% | |
| 42 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.03% | — | +14.91% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.03% | — | +11.12% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.03% | -0.01% | -4.97% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.02% | -0.01% | -6.76% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.02% | -0.03% | -0.03% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.02% | -0.01% | +88.25% | |
| 48 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.02% | -0.02% | -10.06% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.02% | — | -0.56% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.02% | — | +2.43% |
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 622 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQM, IJR) accounted for 57.8% of total reported equity market value during Q2 2025.
During Q2 2025, First Command Advisory Services, Inc.'s top holdings by market value included IVV (53.5%)、QQQM (9.4%)、IJR (8.6%). The largest single position, IVV, represented 53.5% of total portfolio value.
In Q2 2025, 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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