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First Command Advisory Services, Inc.

SEC CIK
0001727336
Latest filing
Aug 10, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
154
+87 vs. Q2 2021
Portfolio value
$7.45B
−$93.9M (−1.2%) vs. Q2 2021
Filed
Nov 12, 2021
SEC
Holdings of First Command Advisory Services, Inc. in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF4,189,793$1.81B24.2%+4,971+0.1%Added–
iShares Core Dividend Growth ETF46434V621ETF33,131,751$1.67B22.3%−166,939−0.5%Reduced–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG14,968,495$1.29B17.3%+20,171+0.1%Added–
iShares Core S&P Small Cap ETF464287804ETF8,942,580$976.8M13.1%−245,956−2.7%Reduced–
iShares S&P Mid-Cap 400 Value ETF464287705ETF8,351,879$860.9M11.6%+160,639+2.0%Added–
iShares Tr46432F388MSCI USA VALUE7,891,651$795.1M10.7%+120,287+1.5%Added–
iShares Core S&P Mid-Cap ETF464287507ETF146,136$38.5M0.5%+1,265+0.9%Added–
Schwab US Dividend Equity ETF808524797ETF137,689$10.3M0.1%+2,855+2.1%Added–
iShares Tr46434V274INTL EQTY FACTOR289,540$8.43M0.1%+7,867+2.8%Added–
Goldman Sachs ETF Tr381430206ACTIVEBETA EME87,718$3.27M<0.1%+2,664+3.1%Added–
MSFTMicrosoft CorpStock463$127.0K<0.1%+463NewHistory
COSTCostco Wholesale CorpStock209$90.0K<0.1%+209NewHistory
NKENIKE, Inc.Stock400$58.0K<0.1%+400NewHistory
SBUXStarbucks CorpStock430$44.0K<0.1%+430NewHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF338$17.0K<0.1%+338New–
Schwab Fundamental U.S. Small Company ETF808524763ETF277$15.0K<0.1%−15−5.1%Reduced–
PYPLPayPal Holdings, Inc.Stock50$13.0K<0.1%+50NewHistory
AAPLApple Inc.Stock93$9.00K<0.1%+37+66.1%AddedHistory
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF114$7.00K<0.1%+114New–
CSCOCisco Systems, Inc.Stock156$5.00K<0.1%−60−27.8%ReducedHistory
SPDR Series Trust78468R101ST SHO TREAS ETF166$5.00K<0.1%+166New–
BABoeing CoStock20$4.00K<0.1%+20NewHistory
SPDR Series Trust78464A672ST INTER ETF113$4.00K<0.1%+113New–
iShares Tr46434V647GLOBAL REIT ETF144$4.00K<0.1%−347−70.7%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF46$3.00K<0.1%−451−90.7%Reduced–
EBAYeBay IncCOM50$3.00K<0.1%+50NewHistory
MRKMerck & Co., Inc.Stock27$2.00K<0.1%+19+237.5%AddedHistory
BNYBank of New York Mellon CorpStock31$2.00K<0.1%+31NewHistory
Schwab U.S. Large-Cap ETF808524201ETF19$2.00K<0.1%+19New–
EMNEastman Chemical CoStock19$2.00K<0.1%+19NewHistory
AVGOBroadcom Inc.Stock5$2.00K<0.1%+5NewHistory
GPCGenuine Parts CoStock16$2.00K<0.1%+16NewHistory
ABBVAbbVie Inc.Stock21$2.00K<0.1%+21NewHistory
MSMorgan StanleyStock18$2.00K<0.1%00.0%UnchangedHistory
CAHCardinal Health IncStock35$2.00K<0.1%+35NewHistory
ALLAllstate CorpStock12$2.00K<0.1%+12NewHistory
NTAPNetApp, Inc.Stock25$2.00K<0.1%+25NewHistory
GILDGilead Sciences, Inc.Stock28$2.00K<0.1%+28NewHistory
ORIOld Republic International CorpCOM73$2.00K<0.1%+73NewHistory
KEYKeycorpCOM109$2.00K<0.1%+109NewHistory
JEFJefferies Financial Group Inc.COM47$2.00K<0.1%+47NewHistory
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG57$2.00K<0.1%+57New–
CFGCitizens Financial Group IncCOM40$2.00K<0.1%+40NewHistory
NTRNutrien Ltd.COM34$2.00K<0.1%+34NewHistory
IPGInterpublic Group of Companies, Inc.COM62$2.00K<0.1%+62NewHistory
GISGeneral Mills IncStock19$1.00K<0.1%+19NewHistory
SBRASabra Health Care REIT, Inc.REIT49$1.00K<0.1%+49NewHistory
iShares Russell Mid-Cap Value ETF464287473ETF11$1.00K<0.1%+11New–
METAMeta Platforms, Inc.Stock3$1.00K<0.1%+3NewHistory
CMICummins IncStock5$1.00K<0.1%+5NewHistory
MCDMcDonalds CorpStock22$1.00K<0.1%+22NewHistory
BBYBest Buy Co IncStock13$1.00K<0.1%+13NewHistory
DISWalt Disney CoStock3$1.00K<0.1%+3NewHistory
XOMExxonMobil Holdings CorpCOM21$1.00K<0.1%+21NewHistory
OMCOmnicom Group Inc.COM17$1.00K<0.1%+17NewHistory
COKECoca-Cola Consolidated, Inc.COM2$1.00K<0.1%+2NewHistory
OMFOneMain Holdings, Inc.COM20$1.00K<0.1%+20NewHistory
PORPortland General Electric CoCOM NEW23$1.00K<0.1%+23NewHistory
NOKNokia CorpSPONSORED ADR100$1.00K<0.1%+100NewHistory
STAGSTAG Industrial, Inc.COM22$1.00K<0.1%+22NewHistory
HIWHighwoods Properties, Inc.COM28$1.00K<0.1%+28NewHistory
OKEONEOK IncCOM21$1.00K<0.1%+21NewHistory
RFRegions Financial CorpCOM67$1.00K<0.1%+67NewHistory
iShares Tr46435U853BROAD USD HIGH34$1.00K<0.1%+34New–
DFSDiscover Financial ServicesCOM9$1.00K<0.1%00.0%UnchangedHistory
MDCSekisui House U.S., Inc.COM22$1.00K<0.1%+22NewHistory
NKLANikola CorpCOM72$1.00K<0.1%+72NewHistory
JNJJohnson & JohnsonStock21$00.0%+21NewHistory
PGProcter & Gamble CoStock27$00.0%+27NewHistory
PPGPPG Industries IncStock20$00.0%+20NewHistory
CLXClorox CoStock19$00.0%+19NewHistory
PAYXPaychex IncStock35$00.0%+35NewHistory
ITWIllinois Tool Works IncStock16$00.0%+16NewHistory
EMREmerson Electric CoStock37$00.0%+37NewHistory
SJMJ M SMUCKER CoStock26$00.0%+26NewHistory
PEPPepsiCo IncStock27$00.0%+27NewHistory
FFord Motor CoStock600$00.0%+425+242.9%AddedHistory
HDHome Depot, Inc.Stock11$00.0%+11NewHistory
ADPAutomatic Data Processing IncStock19$00.0%+19NewHistory
First Trust Financials Alphadex Fund33734X135ETF32$00.0%+32New–
CORCencora, Inc.Stock29$00.0%+29NewHistory
BDXBecton Dickinson & CoStock13$00.0%+13NewHistory
BRBroadridge Financial Solutions, Inc.Stock23$00.0%+23NewHistory
JKHYJack Henry & Associates IncStock21$00.0%+21NewHistory
BROBrown & Brown, Inc.Stock70$00.0%+70NewHistory
NEENextera Energy IncStock44$00.0%+44NewHistory
APDAir Products & Chemicals, Inc.Stock12$00.0%+12NewHistory
Schwab U.S. Mid-Cap ETF808524508ETF6$00.0%+6New–
iShares Russell 2000 ETF464287655ETF8$00.0%+8New–
AFLAflac IncStock65$00.0%+65NewHistory
ESEversource EnergyStock37$00.0%+37NewHistory
BF.BBrown Forman CorpStock46$00.0%+46NewHistory
iShares Russell Mid-Cap Growth ETF464287481ETF12$00.0%+12New–
NJRNew Jersey Resources CorpStock82$00.0%+82NewHistory
LHXL3HARRIS Technologies, Inc.Stock18$00.0%+18NewHistory
PSXPhillips 66Stock45$00.0%+45NewHistory
AMTAmerican Tower CorpREIT14$00.0%+14NewHistory
MDLZMondelez International, Inc.Stock59$00.0%+59NewHistory
GWWW.W. Grainger, Inc.Stock8$00.0%+8NewHistory
SPGIS&P Global Inc.Stock9$00.0%+9NewHistory

Sold out since Q2 2021 (47)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of First Command Advisory Services, Inc. sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
Vanguard S&P 500 ETF922908363ETF41$16.0K<0.1%–
DOWDow Inc.Stock221$14.0K<0.1%History
Vanguard Total International Bond ETF92203J407ETF401$11.0K<0.1%–
JPMJPMorgan Chase & CoStock60$9.00K<0.1%History
Vanguard Morningstar Total Stock Market ETF922908769ETF14$3.00K<0.1%–
iShares S&P Small-Cap 600 Value ETF464287879ETF27$3.00K<0.1%–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF21$3.00K<0.1%–
GEGeneral Electric CoCOM100$1.00K<0.1%History
PRUPrudential Financial IncStock58$00.0%History
Invesco QQQ Trust Series I46090E103ETF19$00.0%–
IAUiShares Gold TrustETF162$00.0%History
EPDEnterprise Products Partners L.P.Stock125$00.0%History
Vanguard Real Estate ETF922908553ETF141$00.0%–
SPYSPDR S&P 500 ETF TrustETF120$00.0%History
iShares Russell 1000 Growth ETF464287614ETF50$00.0%–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF42$00.0%–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF98$00.0%–
Vanguard Consumer Staples ETF92204A207ETF50$00.0%–
Schwab Intermediate-Term US Treasury ETF808524854ETF56$00.0%–
iShares Select Dividend ETF464287168ETF75$00.0%–
iShares MSCI USA Min Vol Factor ETF46429B697ETF33$00.0%–
AALAmerican Airlines Group Inc.Stock1,397$00.0%History
iShares U.S. Medical Devices ETF464288810ETF8$00.0%–
State Street Materials Select Sector SPDR ETF81369Y100ETF100$00.0%–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1$00.0%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF134$00.0%–
Vanguard Ftse Emerging Markets ETF922042858ETF122$00.0%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF63$00.0%–
iShares Core S&P U.S. Growth ETF464287671ETF78$00.0%–
Vanguard Ftse Developed Markets ETF921943858ETF368$00.0%–
MDYSPDR S&P Midcap 400 ETF TrustETF25$00.0%History
iShares Tr464288281JPMORGAN USD EMG136$00.0%–
iShares Tr46435G102CONV BD ETF54$00.0%–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF152$00.0%–
Vanguard Index FDS922908652EXTEND MKT ETF56$00.0%–
iShares Tr464288588MBS ETF37$00.0%–
DBX ETF Tr233051432XTRACK USD HIGH126$00.0%–
Invesco Exchange Traded FD T46137V530NASDAQ INTERNT24$00.0%–
UALUnited Airlines Holdings, Inc.COM479$00.0%History
iShares Tr46434V613CORE UNIVRSL USD1,242$00.0%–
Lattice Strategies Tr518416102HARTFORD MLT ETF141$00.0%–
DALDelta Air Lines, Inc.COM NEW521$00.0%History
PSNParsons CorpCOM10,672$00.0%History
iShares Tr4642874571 3 YR TREAS BD72$00.0%–
iShares Tr464287770U.S. FIN SVC ETF17$00.0%–
iShares Tr464287762US HLTHCARE ETF17$00.0%–
iShares Tr46435G425ESG AWR MSCI USA221$00.0%–