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First Command Bank

SEC CIK
0001693750
Latest filing
Jul 21, 2023

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed Apr 20, 2021. Long positions only.

Institution overview
Positions
443
No 13F data for Q4 2020
Portfolio value
$463.3M
No 13F data for Q4 2020
Filed
Apr 20, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of First Command Bank in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF196,735$78.3M16.9%–––
iShares Core MSCI Eafe ETF46432F842ETF806,794$58.1M12.5%–––
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG670,431$53.0M11.4%–––
iShares Core Dividend Growth ETF46434V621ETF1,014,716$49.0M10.6%–––
Vanguard Real Estate ETF922908553ETF330,122$30.3M6.5%–––
IAUiShares Gold TrustISHARES1,333,245$21.7M4.7%––History
First Tr Exchange-Traded FD33734H106SHS481,807$18.3M3.9%–––
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL278,797$16.2M3.5%–––
Vanguard Morningstar Growth ETF922908736ETF33,647$8.65M1.9%–––
AAPLApple Inc.Stock49,307$6.02M1.3%––History
MSFTMicrosoft CorpStock19,341$4.56M1.0%––History
Vanguard Dividend Appreciation ETF921908844ETF27,334$4.02M0.9%–––
XOMExxonMobil Holdings CorpCOM70,411$3.93M0.8%––History
AMZNAmazon Com IncStock1,255$3.88M0.8%––History
iShares Core S&P Small Cap ETF464287804ETF32,534$3.53M0.8%–––
iShares Core S&P Mid-Cap ETF464287507ETF12,544$3.27M0.7%–––
BRK.BBerkshire Hathaway IncStock12,195$3.12M0.7%––History
NVDANVIDIA CorpStock5,585$2.98M0.6%––History
JNJJohnson & JohnsonStock16,916$2.78M0.6%––History
Vanguard High Dividend Yield Index ETF921946406ETF22,077$2.23M0.5%–––
TAT&T Inc.Stock70,772$2.14M0.5%––History
PGProcter & Gamble CoStock15,079$2.04M0.4%––History
BABoeing CoStock7,581$1.93M0.4%––History
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB78,851$1.71M0.4%–––
VZVerizon Communications IncStock27,906$1.62M0.4%––History
HDHome Depot, Inc.Stock5,258$1.60M0.3%––History
NOCNorthrop Grumman CorpStock4,851$1.57M0.3%––History
ECLEcolab Inc.Stock7,317$1.57M0.3%––History
PEPPepsiCo IncStock10,105$1.43M0.3%––History
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB63,410$1.38M0.3%–––
Vanguard Ftse Emerging Markets ETF922042858ETF26,151$1.36M0.3%–––
RTXRTX CorpStock17,276$1.33M0.3%––History
AMGNAmgen IncStock5,222$1.30M0.3%––History
BSCLBILI Social International, Inc.BULSHS 2021 CB59,204$1.25M0.3%––History
LMTLockheed Martin CorpStock3,350$1.24M0.3%––History
WMTWalmart Inc.Stock8,607$1.17M0.3%––History
GOOGLAlphabet Inc.Stock557$1.15M0.2%––History
PFEPfizer IncStock31,518$1.14M0.2%––History
Invesco QQQ Trust Series I46090E103ETF3,577$1.14M0.2%–––
BACBank of America CorpStock29,180$1.13M0.2%––History
CSCOCisco Systems, Inc.Stock21,278$1.10M0.2%––History
NEENextera Energy IncStock13,911$1.05M0.2%––History
NSCNorfolk Southern CorpStock3,914$1.05M0.2%––History
NKENIKE, Inc.Stock7,843$1.04M0.2%––History
DISWalt Disney CoStock5,504$1.02M0.2%––History
ABTAbbott LaboratoriesStock8,156$977.0K0.2%––History
DDominion Energy, IncStock12,614$958.0K0.2%––History
BMYBristol Myers Squibb CoStock14,546$918.0K0.2%––History
UNPUnion Pacific CorpStock4,134$911.0K0.2%––History
GOOGAlphabet Inc.Stock422$873.0K0.2%––History
TXNTexas Instruments IncStock4,610$871.0K0.2%––History
AFLAflac IncStock16,805$860.0K0.2%––History
METAMeta Platforms, Inc.Stock2,912$858.0K0.2%––History
INTCIntel CorpStock13,227$846.0K0.2%––History
iShares Russell Mid-Cap Growth ETF464287481ETF8,158$832.0K0.2%–––
LHXL3HARRIS Technologies, Inc.Stock3,945$799.0K0.2%––History
JPMJPMorgan Chase & CoStock5,149$784.0K0.2%––History
SPYSPDR S&P 500 ETF TrustETF1,965$779.0K0.2%––History
SLViShares Silver TrustETF33,714$765.0K0.2%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF3,534$730.0K0.2%–––
HSYHershey CoCOM4,467$707.0K0.2%––History
MRKMerck & Co., Inc.Stock9,119$703.0K0.2%––History
CATCaterpillar IncStock3,013$699.0K0.2%––History
KOCoca Cola CoStock13,112$691.0K0.1%––History
DHRDanaher CorpStock2,985$672.0K0.1%––History
FDXFedEx CorpStock2,343$665.0K0.1%––History
iShares S&P 500 Growth ETF464287309ETF9,762$635.0K0.1%–––
CVXChevron CorpStock5,963$626.0K0.1%––History
CMCSAComcast CorpStock11,548$625.0K0.1%––History
MMM3M CoStock3,244$625.0K0.1%––History
KMBKimberly Clark CorpStock4,247$591.0K0.1%––History
IBMInternational Business Machines CorpStock4,339$578.0K0.1%––History
iShares S&P Mid-Cap 400 Value ETF464287705ETF5,607$572.0K0.1%–––
SPDR Series Trust78464A201ST STR SP600GRWO6,670$572.0K0.1%–––
iShares Core MSCI Total International Stock ETF46432F834ETF8,080$568.0K0.1%–––
DUKDuke Energy CORPStock5,708$551.0K0.1%––History
VVisa Inc.Stock2,576$545.0K0.1%––History
SHOPShopify Inc.Stock492$544.0K0.1%––History
State Street Health Care Select Sector SPDR ETF81369Y209ETF4,618$539.0K0.1%–––
LUVSouthwest Airlines CoCOM8,771$535.0K0.1%––History
MCDMcDonalds CorpStock2,285$512.0K0.1%––History
ABBVAbbVie Inc.Stock4,660$504.0K0.1%––History
ORCLOracle CorpStock7,158$502.0K0.1%––History
iShares MSCI Eafe ETF464287465ETF6,522$495.0K0.1%–––
PYPLPayPal Holdings, Inc.Stock1,923$467.0K0.1%––History
COSTCostco Wholesale CorpStock1,320$465.0K0.1%––History
ADPAutomatic Data Processing IncStock2,391$451.0K0.1%––History
MKCMcCormick & Co IncStock5,052$450.0K0.1%––History
SBUXStarbucks CorpStock4,060$444.0K0.1%––History
LOWLowes Companies IncStock2,247$427.0K0.1%––History
SOSouthern CoStock6,802$423.0K0.1%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF3,153$419.0K0.1%–––
APDAir Products & Chemicals, Inc.Stock1,388$391.0K0.1%––History
iShares Tr464288448INTL SEL DIV ETF11,995$378.0K0.1%–––
TSLATesla, Inc.Stock557$372.0K0.1%––History
UNHUnitedHealth Group IncStock983$365.0K0.1%––History
TFCTruist Financial CorpCOM5,926$346.0K0.1%––History
Vanguard Morningstar Small-Cap ETF922908751ETF1,584$339.0K0.1%–––
State Street Financial Select Sector SPDR ETF81369Y605ETF9,848$335.0K0.1%–––
SHWSherwin Williams CoCOM431$318.0K0.1%––History