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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

First Command Advisory Services, Inc.

Quarter ended Q1 2023 · Filed January 20, 2023 · Accession 0001727336-23-000001

Total Value
$6.4M
Positions
196
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (196)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR CORE S&P 500 ETF4642872007,813,912$3.0M46.83%
2ISHARES TR CORE DIVID GROWTH ETF46434V62124,548,378$1.2M19.14%
3ISHARES TR CORE S&P SMALL-CAP ETF4642878049,093,064$861,02913.42%
4SPDR SER TR S&P 500 HIGH DIVID ETF78468R78817,922,958$709,77011.06%
5SPDR SER TR S&P 500 GROWTH ETF78464A40910,842,337$549,7278.57%
6ISHARES TR CORE S&P MID-CAP ETF464287507158,862$38,4040.60%
7SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF808524797166,969$12,6030.20%
8ISHARES TR INTL EQUITY FACTOR ETF46434V274370,699$9,1110.14%
9GOLDMAN SACHS ETF TR ACTIVEBETA EMERGING MKTS EQUITY ETFNVGLF59,120$1,6730.03%
10GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETFNVGLF5,685$4330.01%
11ISHARES TR S&P MIDCAP 400 VALUE ETF4642877051,103$1110.00%
12ISHARES TR MSCI USA VALUE FACTOR ETF46432F388994$910.00%
13WELLS FARGO & CO NEW COM949746101272$110.00%
14CONOCOPHILLIPS COMCOP47$60.00%
15SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S SMALL CO INDEX ETF808524763276$50.00%
16VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF92206C771162$50.00%
17SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S LARGE CO INDEX ETF808524771311$50.00%
18SCHWAB STRATEGIC TR INTERMEDIATE-TERM US TREASURY ETF808524854117$40.00%
19VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF92290876915$30.00%
20SCHWAB STRATEGIC TR US LARGE-CAP ETF808524201252$30.00%
21SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL EMERGING MKTS LARGE CO INDEX ETF808524730445$30.00%
22SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL INTL LARGE CO INDEX ETF808524755330$30.00%
23SPROTT PHYSICAL GOLD TR UNITSII191$30.00%
24SPROTT PHYSICAL SILVER TR UNITSII369$30.00%
25GLOBAL X FDS GLOBAL X SILVER MINERS ETF NEW37954Y84891$30.00%
26ISHARES TR CORE MSCI EAFE ETF46432F84227$20.00%
27SCHWAB STRATEGIC TR INTL EQUITY ETF8085248054,204$20.00%
28SCHWAB STRATEGIC TR US TIPS ETF808524870652$20.00%
29SCHWAB STRATEGIC TR US SMALL-CAP ETF808524607655$20.00%
30SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL INTL SMALL CO INDEX ETF808524748208$20.00%
31SCHWAB STRATEGIC TR INTL SMALL CAP EQUITY ETF808524888136$20.00%
32SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF808524706308$20.00%
33VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS92206C87031$20.00%
34ISHARES TR MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF ETF46435G53222$20.00%
35SPDR SER TR BLOOMBERG EMERGING MKTS LOCAL BD ETF78464A391305$20.00%
36ISHARES INC MSCI GLOBAL GOLD MINERS ETF NEW46434G855107$20.00%
37VANGUARD INDEX FDS VANGUARD GROWTH ETF9229087365$10.00%
38DBX ETF TR X TRACKERS USD HIGH YIELD CORP BF ETF23305143234$10.00%
39ISHARES GOLD TR ISHARES NEWIAU834$10.00%
40VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF92204277513$10.00%
41DBX ETF TR X-TRACKERS MSCI ASIA PAC EX JAPAN HEDGED EQUITY FD23305184698$10.00%
42J P MORGAN EXCHANGE-TRADED FD TR MKT EXPANSION ENHANCED EQUITY ETF46641Q11815$10.00%
43VANGUARD WORLD FDS VANGUARD INDLS ETF92204A6035$10.00%
44VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHS92206C71410$10.00%
45ISHARES INC CORE MSCI EMERGING MKTS ETF46434G1032$00.00%
46AT&T INC COMT-PC107$00.00%
47DISNEY WALT CO DISNEY COM25468710653$00.00%
48MICROSOFT CORP COMMSFT44$00.00%
49VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF922908553452$00.00%
50WALMART INC COMWMT41$00.00%
51WASTE MGMT INC DEL COM94106L10924$00.00%
52APPLE INC COMAAPL136$00.00%
53CHEVRON CORP NEW COMCVX38$00.00%
54DUKE ENERGY CORP NEW COM NEWDUKB50$00.00%
55EXXON MOBIL CORP COMXOM71$00.00%
56ISHARES TR RUSSELL 2000 ETF464287655278$00.00%
57PPL CORP COMPPLC99$00.00%
58PEPSICO INC COMPEP22$00.00%
59PFIZER INC COMPFE124$00.00%
60PROCTER & GAMBLE CO COM74271810931$00.00%
61SOUTHERN CO COMSOMN81$00.00%
62UNITED PARCEL SVC INC CL BUPS29$00.00%
63VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF9219377934$00.00%
64VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF921937827712$00.00%
65VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF92203J407281$00.00%
66VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF9220428581,334$00.00%
67VERIZON COMMUNICATIONS INC COMVZ705$00.00%
68INTERNATIONAL PAPER CO COM460146103910$00.00%
69INTEL CORP COMINTC86$00.00%
70AMGEN INC COMAMGN19$00.00%
71BOEING CO COMBA-PA248$00.00%
72JOHNSON & JOHNSON COMJNJ30$00.00%
73INVESCO EXCHANGE-TRADED FD TR II FTSE RAFI EMERGING MKTS ETFIVZ10$00.00%
74INVESCO QQQ TR UNIT SER 1IVZ65$00.00%
75ISHARES TR MSCI USA QUALITY FACTOR ETF46432F33941$00.00%
76SCHWAB STRATEGIC TR US REIT ETF80852484797$00.00%
77VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEX FD ETF SHS922042676516$00.00%
78COSTCO WHOLESALE CORP NEW COM22160K10570$00.00%
79MONSTER BEVERAGE CORP NEW COMMNST70$00.00%
80VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF922907746325$00.00%
81DOW INC COMDOW91$00.00%
82HONEYWELL INTL INC COM43851610626$00.00%
83ABBOTT LABS COMABLZF38$00.00%
84AIR PRODS & CHEMS INC COMAIIR14$00.00%
85EASTMAN CHEM CO COMEMN32$00.00%
86ECOLAB INC COMECL15$00.00%
87EVERSOURCE ENERGY COMES53$00.00%
88FIRST TR EXCHANGE TRADED FD WTR ETF33733B10011$00.00%
89HOME DEPOT INC COMHD17$00.00%
90ISHARES TR BROAD USD INBD ETFVT GRADE CORP BD ETF464288620528$00.00%
91L3HARRIS TECHNOLOGIES INC COMLHX18$00.00%
92LOCKHEED MARTIN CORP COMLMT0$00.00%
93NEXTERA ENERGY INC COMNEE-PW60$00.00%
94NIKE INC CL BNKE46$00.00%
95NUCOR CORP COMNUE25$00.00%
96PAYPAL HLDGS INC COMPYPL44$00.00%
97PHILLIPS 66 COMPSX0$00.00%
98STARBUCKS CORP COMSBUX48$00.00%
99TESLA INC COMTSLA18$00.00%
100UNITEDHEALTH GROUP INC COMUNH11$00.00%
101VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS921946406239$00.00%
102ALPHABET INC CAP STK CL CGOOG100$00.00%
103META PLATFORMS INC CL AMETA42$00.00%
104ISHARES TR CORE S&P U S VALUE ETF4642876631$00.00%
105KINDER MORGAN INC DEL COMEP-PC311$00.00%
106NORTHERN TR CORP COMNTRSO31$00.00%
107SPDR INDEX SHS FDS S&P EMERGING MKTS SM CAP ETF78463X75660$00.00%
108SPDR SER TR PORTFOLIO TIPS ETF78464A6561$00.00%
109VANGUARD INTL EQUITY INDEX FDS FTSE ALL-WORLD EX USA SMALL CAP INDEX922042718167$00.00%
110FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF33733E104848$00.00%
111ISHARES TR CORE S&P TOTAL U S STK MKT ETF4642871501,534$00.00%
112ISHARES TR NATL MUN BD ETF FD4642884144$00.00%
113NVIDIA CORP COMNVDA43$00.00%
114FIRST TR NASDAQ-100 EQUAL WEIGHTED INDEX FD SHS337344105204$00.00%
115SPDR SER TR S&P DIVID ETF78464A763250$00.00%
116WARNER BROS DISCOVERY INC COM SER AWBD215$00.00%
117AMAZON COM INC COMAMZN403$00.00%
118ISHARES TR CORE MODERATE ALLOCATION ETF464289875416$00.00%
119BANK AMER CORP COM060505104180$00.00%
120SALESFORCE INC COMCRM15$00.00%
121DUPONT DE NEMOURS INC COMDD70$00.00%
122FORD MTR CO DEL COM PAR34537086017$00.00%
123GENERAL MTRS CO COM37045V1001$00.00%
124GOLDMAN SACHS GROUP INC COMGSCE6$00.00%
125JPMORGAN CHASE & CO COMVYLD69$00.00%
126COCA COLA CO COMKO92$00.00%
127MICRON TECHNOLOGY INC COMMU502$00.00%
128UBER TECHNOLOGIES INC COMUBER83$00.00%
129ARCHER-DANIELS MIDLAND CO COMADM86$00.00%
130AES CORP COMAES153$00.00%
131ALBEMARLE CORP COMALB-PA13$00.00%
132APA CORP COMAPA800$00.00%
133BALCHEM CORP COMBCPC17$00.00%
134BAKER HUGHES CO CL ABKR245$00.00%
135CANOPY GROWTH CORP COMCGC51$00.00%
136CLEARWATER PAPER CORP COMCLW45$00.00%
137CHIPOTLE MEXICAN GRILL INC COMCMG4$00.00%
138CHARLES RIV LABORATORIES INTL INC COM1598641078$00.00%
139COTERRA ENERGY INC COMCTRA152$00.00%
140CVS HEALTH CORP COMCVS52$00.00%
141CALIFORNIA WTR SVC GROUP COM13078810240$00.00%
142DARLING INGREDIENTS INC COMDAR22$00.00%
143DOLLAR TREE INC COMDLTR24$00.00%
144VANECK ETF TR J P MORGAN EMERGING MKTS LOC CURRENCY BD ETF92189H300609$00.00%
145EVERGY INC COMEVRG61$00.00%
146EDWARDS LIFESCIENCES CORP COMEW44$00.00%
147FIRST INTST BANCSYSTEM INC COM CL A32055Y20150$00.00%
148FORTINET INC COMFTNT70$00.00%
149FULLER H B CO COMFUL37$00.00%
150GSK PLC SPONSORED ADR NEWGLAXF1,380$00.00%
151GRANITE CONSTR INC COMGVA90$00.00%
152HAIN CELESTIAL GROUP INC COMHAIN51$00.00%
153HALEON PLC ADR ISIN#US4055521003HLNCF347$00.00%
154HUNTSMAN CORP COMHUN1,015$00.00%
155HANCOCK WHITNEY CORP COMHWCPZ36$00.00%
156ICU MED INC COMICUI9$00.00%
157ISHARES TR EXPANDED TECH-SOFTWARE SECTOR ETF464287515130$00.00%
158ILLINOIS TOOL WKS INC COM45230810922$00.00%
159KRAFT HEINZ CO COMKHC125$00.00%
160MASTERCARD INC CL AMA20$00.00%
161MASCO CORP COMMAS50$00.00%
162MGM RESORTS INTL COMMGM81$00.00%
163ETF MANAGERS TR ETFMG ALTERNATIVE HARVEST ETF26924G50872$00.00%
164MATCH GROUP INC NEW COMMTCH28$00.00%
165NEWMONT CORP COMNEMCL47$00.00%
166NETFLIX INC COMNFLX31$00.00%
167NORTHWESTERN CORP COM NEWNWE35$00.00%
168NORTHWEST NAT HLDG CO COM66765N10539$00.00%
169ORMAT TECHNOLOGIES INC COMORA25$00.00%
170INVESCO EXCHANGE-TRADED FD TR II GLOBAL CLEAN ENERGY ETFIVZ32$00.00%
171INVESCO ACTIVELY MANAGED EXCHANGE-TRADED COMMODITY FD OPTIMUM DIVSF COMMODITY STRATEGY NO K1 ETFIVZ898$00.00%
172PINNACLE WEST CAP CORP COMPNW40$00.00%
173POOL CORP COMPOOL8$00.00%
174RLI CORP COMRLI21$00.00%
175ROPER INDS INC NEW COMROP11$00.00%
176SANMINA CORP COMSANM68$00.00%
177SOUTHERN COPPER CORP DEL COMSCCO89$00.00%
178SERVICE CORP INTL COM81756510453$00.00%
179STEPAN CO COMSCL16$00.00%
180SHERWIN-WILLIAMS CO COMSHW12$00.00%
181ISHARES TR 0-5 YR HIGH YIELD CORP BD ETF46434V407366$00.00%
182SIGNET JEWELERS LTD SHSSIG500$00.00%
183SCOTTS MIRACLE-GRO CO COMSMG48$00.00%
184SEMPRA COMSREA26$00.00%
185ISHARES TR 0-5 YR TIPS BD ETF46429B747132$00.00%
186SUNCOR ENERGY INC NEW COMSU1,100$00.00%
187SOUTHWEST GAS HLDGS INC COMSWX27$00.00%
188TWILIO INC CL ATWLO11$00.00%
189TYLER TECHNOLOGIES INC COMTYL8$00.00%
190VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD92206C706623$00.00%
191VALERO ENERGY CORP NEW COMVLO37$00.00%
192VERISK ANALYTICS INC COMVRSK19$00.00%
193WERNER ENTERPRISES INC COMWERN42$00.00%
194ESSENTIAL UTILS INC COM29670G10274$00.00%
195SPDR SER TR S&P SEMICONDUCTOR ETF78464A86235$00.00%
196YETI HLDGS INC COMYETI26$00.00%