First Command Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$138M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$6.39M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4.73M |
| 4 |
iShares International Equity Factor ETF
INTF
|
+$2.45M |
| 5 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
+$2.41M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$14K |
| 2 |
Vanguard Value ETF
VTV
|
+$7K |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$4K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2K |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$2K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Energy | 0% |
| 4 | Communication Services | 0% |
| 5 | Technology | 0% |
Similar funds
First Command Advisory Services's Q1 2019 Portfolio in Review
As of Q1 2019, First Command Advisory Services held 64 positions worth $3.05B, up 23% from $2.47B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
First Command Advisory Services deployed $159M of net new capital in Q1 2019, opening 11 new positions and adding to 10 existing holdings. Its largest new stake was Vanguard Energy ETF: 65 shares worth $6K.
By sector, the portfolio is most concentrated in Financials at 0% of assets, down from 0% a quarter earlier, followed by Consumer Discretionary and Energy.
On the sell side, the largest reduction was iShares TIPS Bond ETF, an estimated $1.22K trimmed.
- First Command Advisory Services's largest Q1 2019 buy was Vanguard Energy ETF: 65 shares worth $6K.
- First Command Advisory Services added most to iShares Core S&P Small-Cap ETF in Q1 2019, an estimated $138M increase.
- First Command Advisory Services's biggest Q1 2019 reduction was iShares TIPS Bond ETF, cutting an estimated $1.22K.
- First Command Advisory Services fully exited Apple in Q1 2019, selling an estimated $14K.
- First Command Advisory Services's ten largest holdings make up 100% of its $3.05B portfolio in Q1 2019.
- First Command Advisory Services opened 11 new positions and closed 30 in Q1 2019.
- First Command Advisory Services's portfolio value rose 23% quarter-over-quarter to $3.05B.
Based on First Command Advisory Services's 13F filing for Q1 2019, filed 15 Apr 2019.