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First Command Bank

SEC CIK
0001693750
Latest filing
Jul 21, 2023

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Jan 25, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
452
0 vs. Q3 2021
Portfolio value
$582.8M
$0 (0.0%) vs. Q3 2021
Filed
Jan 25, 2022
SEC
Holdings of First Command Bank in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core Dividend Growth ETF46434V621ETF1,922,273$96.6M16.6%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF216,674$93.3M16.0%00.0%Unchanged–
iShares Core MSCI Eafe ETF46432F842ETF846,296$62.8M10.8%00.0%Unchanged–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG723,602$62.3M10.7%00.0%Unchanged–
iShares Tr46429B7470-5 YR TIPS ETF409,117$43.2M7.4%00.0%Unchanged–
Vanguard Real Estate ETF922908553ETF341,458$34.8M6.0%00.0%Unchanged–
IAUiShares Gold TrustETF719,432$24.0M4.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33734H106SHS349,907$13.7M2.4%00.0%Unchanged–
Vanguard Morningstar Growth ETF922908736ETF28,849$8.37M1.4%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL106,396$6.47M1.1%00.0%Unchanged–
AAPLApple Inc.Stock40,473$5.73M1.0%00.0%UnchangedHistory
MSFTMicrosoft CorpStock18,825$5.31M0.9%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF47,467$5.18M0.9%00.0%Unchanged–
AMZNAmazon Com IncStock1,161$3.81M0.7%00.0%UnchangedHistory
Vanguard Dividend Appreciation ETF921908844ETF23,240$3.57M0.6%00.0%Unchanged–
XOMExxonMobil Holdings CorpCOM59,426$3.50M0.6%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock11,706$3.19M0.5%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF11,597$3.05M0.5%00.0%Unchanged–
JNJJohnson & JohnsonStock15,965$2.58M0.4%00.0%UnchangedHistory
HDHome Depot, Inc.Stock6,841$2.25M0.4%00.0%UnchangedHistory
PGProcter & Gamble CoStock15,518$2.17M0.4%00.0%UnchangedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF20,657$2.13M0.4%00.0%Unchanged–
Vanguard High Dividend Yield Index ETF921946406ETF18,718$1.93M0.3%00.0%Unchanged–
TAT&T Inc.Stock69,752$1.88M0.3%00.0%UnchangedHistory
NVDANVIDIA CorpStock8,920$1.85M0.3%00.0%UnchangedHistory
NOCNorthrop Grumman CorpStock4,813$1.73M0.3%00.0%UnchangedHistory
PEPPepsiCo IncStock11,089$1.67M0.3%00.0%UnchangedHistory
VZVerizon Communications IncStock29,725$1.60M0.3%00.0%UnchangedHistory
BABoeing CoStock7,286$1.60M0.3%00.0%UnchangedHistory
ECLEcolab Inc.Stock7,317$1.53M0.3%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock24,615$1.46M0.2%00.0%UnchangedHistory
PFEPfizer IncStock33,120$1.42M0.2%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock508$1.36M0.2%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF5,950$1.32M0.2%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock23,631$1.29M0.2%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock465$1.24M0.2%00.0%UnchangedHistory
WMTWalmart Inc.Stock8,771$1.22M0.2%00.0%UnchangedHistory
RTXRTX CorpStock14,114$1.21M0.2%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF3,352$1.20M0.2%00.0%Unchanged–
Vanguard Ftse Emerging Markets ETF922042858ETF23,518$1.18M0.2%00.0%Unchanged–
DISWalt Disney CoStock6,890$1.17M0.2%00.0%UnchangedHistory
NKENIKE, Inc.Stock7,843$1.14M0.2%00.0%UnchangedHistory
NEENextera Energy IncStock14,480$1.14M0.2%00.0%UnchangedHistory
BACBank of America CorpStock26,377$1.12M0.2%00.0%UnchangedHistory
HONHoneywell International IncCOM5,142$1.09M0.2%00.0%UnchangedHistory
LMTLockheed Martin CorpStock3,070$1.06M0.2%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock8,779$1.04M0.2%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB45,432$985.0K0.2%00.0%Unchanged–
AMGNAmgen IncStock4,582$974.0K0.2%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock2,851$968.0K0.2%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock3,914$937.0K0.2%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB42,906$924.0K0.2%00.0%Unchanged–
AFLAflac IncStock17,205$897.0K0.2%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock5,474$896.0K0.2%00.0%UnchangedHistory
DDominion Energy, IncStock11,933$871.0K0.1%00.0%UnchangedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF7,758$870.0K0.1%00.0%Unchanged–
LHXL3HARRIS Technologies, Inc.Stock3,845$846.0K0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock1,871$840.0K0.1%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF1,915$822.0K0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock4,025$789.0K0.1%00.0%UnchangedHistory
HSYHershey CoCOM4,467$756.0K0.1%00.0%UnchangedHistory
VVisa Inc.Stock3,390$755.0K0.1%00.0%UnchangedHistory
INTCIntel CorpStock13,803$735.0K0.1%00.0%UnchangedHistory
iShares Tr46432F388MSCI USA VALUE7,292$734.0K0.1%00.0%Unchanged–
BSCLBILI Social International, Inc.BULSHS 2021 CB33,657$710.0K0.1%00.0%UnchangedHistory
DHRDanaher CorpStock2,321$707.0K0.1%00.0%UnchangedHistory
iShares S&P 500 Growth ETF464287309ETF9,262$685.0K0.1%00.0%Unchanged–
CMCSAComcast CorpStock12,230$684.0K0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock3,530$678.0K0.1%00.0%UnchangedHistory
KOCoca Cola CoStock12,793$671.0K0.1%00.0%UnchangedHistory
SHOPShopify Inc.Stock492$667.0K0.1%00.0%UnchangedHistory
SLViShares Silver TrustETF32,263$662.0K0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock8,759$658.0K0.1%00.0%UnchangedHistory
CVXChevron CorpStock6,333$642.0K0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock6,351$620.0K0.1%00.0%UnchangedHistory
CATCaterpillar IncStock3,085$593.0K0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock2,447$590.0K0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock2,852$579.0K0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock4,079$567.0K0.1%00.0%UnchangedHistory
KMBKimberly Clark CorpStock4,247$563.0K0.1%00.0%UnchangedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF7,880$559.0K0.1%00.0%Unchanged–
ABBVAbbVie Inc.Stock5,030$543.0K0.1%00.0%UnchangedHistory
MRNAModerna, Inc.Stock1,385$533.0K0.1%00.0%UnchangedHistory
ORCLOracle CorpStock6,028$525.0K0.1%00.0%UnchangedHistory
FDXFedEx CorpStock2,308$506.0K0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock1,923$500.0K0.1%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,788$483.0K0.1%00.0%Unchanged–
ADPAutomatic Data Processing IncStock2,394$479.0K0.1%00.0%UnchangedHistory
MMM3M CoStock2,685$471.0K0.1%00.0%UnchangedHistory
CLColgate Palmolive CoStock6,119$463.0K0.1%00.0%UnchangedHistory
SBUXStarbucks CorpStock4,089$451.0K0.1%00.0%UnchangedHistory
LUVSouthwest Airlines CoCOM8,771$451.0K0.1%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF5,663$442.0K0.1%00.0%Unchanged–
State Street Technology Select Sector SPDR ETF81369Y803ETF2,913$435.0K0.1%00.0%Unchanged–
MKCMcCormick & Co IncStock5,052$409.0K0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM6,932$406.0K0.1%00.0%UnchangedHistory
SOSouthern CoStock6,477$402.0K0.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock509$395.0K0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock983$384.0K0.1%00.0%UnchangedHistory
ZBHZimmer Biomet Holdings, Inc.Stock2,591$379.0K0.1%00.0%UnchangedHistory