Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
First Command Bank (CIK 1693750) reported $1.06B across 417 reported positions in its SEC 13F filing for 2023-06-30. Largest positions: IEFA ($158.7M, 14.93%), IVV ($158.1M, 14.87%), VO ($94.3M, 8.87%), DGRO ($71.8M, 6.75%), SPYD ($65.8M, 6.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | iShares Core MSCI EAFE ETF | $158.7M | 14.93% | 2.4M | Added |
| 2 | IVV | iShares Core S&P 500 ETF | $158.1M | 14.87% | 354,701 | Added |
| 3 | VO | Vanguard Mid-Cap ETF | $94.3M | 8.87% | 428,464 | Added |
| 4 | DGRO | iShares Core Dividend Growth ETF | $71.8M | 6.75% | 1.4M | Trimmed |
| 5 | SPYD | SPDR Portfolio S&P 500 High Dividend ETF | $65.8M | 6.19% | 1.8M | Trimmed |
| 6 | SPYG | SPDR Portfolio S&P 500 Growth ETF | $58.0M | 5.45% | 949,896 | Added |
| 7 | SPHQ | Invesco S&P 500 Quality ETF | $50.2M | 4.72% | 994,977 | Added |
| 8 | IAU | iShares Gold Trust ETF | $49.4M | 4.65% | 1.4M | Added |
| 9 | STIP | iShares 0-5 Year TIPS Bond ETF | $47.8M | 4.50% | 489,820 | Added |
| 10 | VNQ | Vanguard Real Estate ETF | $41.6M | 3.92% | 498,430 | Added |
| 11 | VB | Vanguard Small-Cap ETF | $31.8M | 2.99% | 159,819 | Added |
| 12 | GSLC | Goldman Sachs ActiveBeta US Large Cap Equity ETF | $20.0M | 1.88% | 229,134 | Trimmed |
| 13 | VOO | Vanguard 500 Index Fund ETF | $18.5M | 1.74% | 45,472 | Trimmed |
| 14 | DFIV | Dimensional International Value ETF | $12.7M | 1.20% | 387,622 | New |
| 15 | DFAS | Dimensional U S Small Cap ETF | $11.3M | 1.06% | 206,344 | New |
| 16 | IXUS | iShares Core MSCI Total Intl Stk ETF | $9.1M | 0.85% | 144,702 | Added |
| 17 | VXUS | Vanguard Total International Stock ETF | $8.9M | 0.83% | 157,842 | Trimmed |
| 18 | DFAT | Dimensional U S Targeted Value ETF | $8.2M | 0.77% | 177,055 | New |
| 19 | AAPL | Apple Inc | $7.5M | 0.71% | 38,728 | Added |
| 20 | VIG | Vanguard Dividend Appreciation ETF | $7.4M | 0.70% | 45,714 | Trimmed |
| 21 | MSFT | Microsoft Corp | $6.9M | 0.65% | 20,182 | Added |
| 22 | IJH | iShares Core S&P Mid Cap ETF | $5.1M | 0.48% | 19,413 | Trimmed |
| 23 | OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | $4.9M | 0.46% | 134,269 | New |
| 24 | FVD | First Trust Value Line Dividend ETF | $4.8M | 0.45% | 120,115 | Trimmed |
| 25 | BRK/B | Berkshire Hathaway Inc B | $4.8M | 0.45% | 14,111 | Trimmed |
Source: SEC Form 13F filings · as of 2023-06-30