FC

First Command Financial Services, Inc.

13F
First Command Financial Services, Inc.
Last update 2022-10-24 417 Stocks (52 new)
Value $1.06 Bil Turnover 10 %
Countries:
Top Holdings: IEFA(14.93%)IVV(14.87%)VO(8.87%)DGRO(6.75%)SPYD(6.19%)
Portfolio Report
Summary Stock Picks Current Portfolio
First Command Financial Servic... Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEFA 		iShares Core MSCI EAFE ETF
2,351,159
158703.160
+11.45%
14.930
+1.53%
0.160
+1.50%
+6.10%
122289.327
 
IVV 		iShares Core S&P 500 ETF
354,701
158093.170
+5.15%
14.870
+0.73%
0.050
+6.71%
+22.39%
548894.686
 
VO 		Vanguard Mid-Cap ETF
428,464
94330.370
+4.17%
8.870
+0.35%
0.170
+6.71%
+14.37%
66635.425
 
DGRO 		iShares Core Dividend Growth ETF
1,393,701
71817.390
-21.10%
6.750
-1.91%
0.300
+4.41%
+16.18%
30353.289
 
SPYD 		SPDR Portfolio S&P 500 High Dividend ETF
1,773,615
65765.590
-16.02%
6.190
-1.32%
1.000
+4.89%
+14.90%
6765.758
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
949,896
57953.110
+23.98%
5.450
+1.05%
0.320
+9.33%
+31.00%
30712.640
 
SPHQ 		Invesco S&P 500 Quality ETF
994,977
50196.540
+44.68%
4.720
+1.46%
1.000
+4.71%
+23.61%
11562.376
 
IAU 		iShares Gold Trust
1,358,464
49434.490
+11.71%
4.650
+0.49%
0.180
+16.30%
+34.15%
33877.539
 
STIP 		iShares 0-5 Year TIPS Bond ETF
489,820
47806.330
+0.85%
4.500
+0.04%
0.390
+1.08%
+2.16%
7730.161
 
VNQ 		Vanguard Real Estate Index Fund ETF
498,430
41648.730
+4.33%
3.920
+0.16%
0.130
+5.91%
+7.91%
34540.610
 

First Command Financial Services, Inc.'s Historical Top Holdings Breakdowns

First Command Financial Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DGRO 		iShares Core Dividend Growth ETF2023-06-30Reduce
-1.91%
●
48.83 ($50.1) 51.53
$62.53
24.81%
Reduce -21.1%
1,393,701
-372,694
IEFA 		iShares Core MSCI EAFE ETF2023-06-30Add
+1.53%
●
64.78 ($66.86) 68.61
$74.64
11.64%
Add 11.45%
2,351,159
241,530
SPHQ 		Invesco S&P 500 Quality ETF2023-06-30Add
+1.46%
●
46.62 ($48) 50.45
$66.85
39.27%
Add 44.68%
994,977
307,278
SPYD 		SPDR Portfolio S&P 500 High Dividend ETF2023-06-30Reduce
-1.32%
●
34.7 ($36.56) 37.98
$45.03
23.17%
Reduce -16.02%
1,773,615
-338,440
DFIV 		Dimensional International Value ETF2023-06-30New Buy
+1.20%
●
30.89 ($32.32) 33.17
$36.81
13.89%
New holding
387,622
387,622
DFAS 		Dimensional U.S. Small Cap ETF2023-06-30New Buy
+1.06%
●
49.7 ($52.04) 54.8
$64.97
24.85%
New holding
206,344
206,344
SPYG 		SPDR Portfolio S&P 500 Growth ETF2023-06-30Add
+1.05%
●
54.59 ($57.1) 61.01
$85.23
49.26%
Add 23.98%
949,896
183,704
GSLC 		Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF2023-06-30Reduce
-0.92%
●
79.88 ($82.59) 87.3
$114.39
38.50%
Reduce -32.62%
229,134
-110,929
DFAT 		Dimensional U.S. Targeted Value ETF2023-06-30New Buy
+0.77%
●
41.26 ($43.73) 46.39
$55.40
26.69%
New holding
177,055
177,055
IVV 		iShares Core S&P 500 ETF2023-06-30Add
+0.73%
●
404.91 ($420.31) 445.71
$584.55
39.08%
Add 5.15%
354,701
17,378

First Command Financial Services, Inc. Total Holding History ($B)

To

First Command Financial Services, Inc.'s Asset Allocation

To

First Command Financial Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

First Command Financial Services, Inc.'s Hypothetical Growth since 2023-06-30

First Command Financial Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

First Command Financial Services, Inc.'s Holdings Heat Map

Size field:

First Command Financial Services, Inc.'s Holdings Bubble Chart

First Command Financial Services, Inc. News

  • 1

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