First Command Advisory Services Portfolio holdings
First Command Advisory Services is the investment advisory arm of First Command, a financial planning company that works mainly with military families. The wider First Command group dates to 1958, when Carroll Payne, a retired military officer, started it to help military families plan their finances. The group's parent company, First Command Financial Services, is entirely owned by an employee stock ownership plan. The advisory arm offers financial planning, which is free for active-duty service members, and manages investments for individuals and other clients.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.41B |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$320M |
| 3 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
+$145M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$90.4M |
| 5 |
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
|
+$87.4M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 100% |
| 2 | Consumer Discretionary | 0% |
| 3 | Technology | 0% |
| 4 | Consumer Staples | 0% |
| 5 | Utilities | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
DELISTED
Bank of America Corporation Depositary Shares, each representing a 1/1000 th interest in a share of
BAC.PRW.CL
| $0 | ﹤0.01% |
+580
| New | +$15.6K |
2017 Q4
0 quarters
|
|
Similar funds
First Command Advisory Services's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for First Command Advisory Services, which disclosed 58 positions worth $2.12B. Its ten largest holdings account for 100% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 5,379,518 shares worth $1.45B.
By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, followed by Consumer Discretionary and Technology.
- First Command Advisory Services's largest Q4 2017 buy was iShares Core S&P 500 ETF: 5,379,518 shares worth $1.45B.
- First Command Advisory Services's ten largest holdings make up 100% of its $2.12B portfolio in Q4 2017.
- First Command Advisory Services disclosed 58 positions in Q4 2017, its first 13F filing on record.
Based on First Command Advisory Services's 13F filing for Q4 2017, filed 14 Feb 2018.