First Command Advisory Services, Inc.
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$14.8B
Holdings
1,152
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
iShares Core S&P 500 ETF
Held since at least Q1 2024
38.4%
02
$DYNF
iShares U.S. Equity Factor Rotation Active ETF
Held since at least Q1 2024
11.4%
03
$QQQM
Invesco NASDAQ 100 ETF
Held since at least Q1 2024
7.6%
04
$IJH
iShares Core S&P Mid-Cap ETF
Held since at least Q1 2024
7.2%
05
$IJR
iShares Core S&P Small-Cap ETF
Held since at least Q1 2024
5.5%
06
$DFAI
Dimensional International Cr Eq Mkt ETF
Held since at least Q1 2024
3.9%
07
$IWP
iShares Russell Midcap Growth ETF
Held since at least Q1 2024
3.4%
08
$GNR
SPDR S&P Global Natural Resources ETF
Held since at least Q1 2024
2.7%
09
$EWJ
iShares MSCI Japan ETF
Held since at least Q1 2024
2.5%
10
$SPYM
State Street SPDR Port S&P 500 ETF
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.