SEC 13F Intelligence

Managers / Q1 2021 · view latest →

First Command Bank

CIK 0001693750 · 1 FIRSTCOMM PLAZA, FORT WORTH, TX, 76109 · 1-800-443-2104

Reported Value
$463M
Q1 2021
Positions
608
Filings on Record
22
2019–present window
Filed
Apr 20, 2021
original filing

Summary

First Command Bank reported $463M in U.S.-listed holdings across 608 positions for Q1 2021.

Its largest position, Ishares Core S P 500 Etf, represents 16.7% of the portfolio.

Compared with Q4 2020, the fund opened 91 new positions and exited 16.

Portfolio Metrics

Turnover
+1.6%
vs prior filed quarter
Top-10 Concentration
+72.2%
share of reported value
Largest Position
+16.7%
Ishares Core S P 500 Etf
New / Exited
91 / 16
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $194MQ4 ’18Q1 ’19: $201MQ2 ’19: $198MQ2 ’19Q3 ’19: $198MQ4 ’19: $211MQ4 ’19Q1 ’20: $184MQ2 ’20: $313MQ2 ’20Q3 ’20: $352MQ4 ’20: $409MQ4 ’20Q1 ’21: $463MQ2 ’21: $891MQ2 ’21Q4 ’21: $583MQ1 ’22: $1.2BQ1 ’22Q2 ’22: $686MQ3 ’22: $688MQ3 ’22Q2 ’23: $1.1Bfilingsflow.com

Portfolio Composition

By security type
ETP: 78.9%Common Stock: 20.3%Other: 0.6%ADR: 0.1%Closed-End Fund: 0.0%Other: 0.0%
  • ETP · 78.9% · $366M
  • Common Stock · 20.3% · $94M
  • Other · 0.6% · $3M
  • ADR · 0.1% · $447,000
  • Closed-End Fund · 0.0% · $221,000
  • Other · 0.0% · $135,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NVDANVIDIA CorporationNEW+5.6K5.6K+$3M$3M
iShares ESG U.S. Aggregate Bond ETFNEW+4.5K4.5K+$247,000$247,000
XLCCommunication Services Select Sector Spdr ETFNEW+2.3K2.3K+$168,000$168,000
CB1AConstellation Brands IncNEW+700700+$160,000$160,000
Consumer Discretionary Select Sector SPDR ETFNEW+907907+$152,000$152,000
Spdr S&P China ETFNEW+924924+$121,000$121,000
iShares MSCI ACWI Low Carbon Target ETFNEW+761761+$119,000$119,000
DELLDell Technologies INC CLASS C CORP COMMONNEW+1.2K1.2K+$110,000$110,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2021

44 positions
#IssuerClass% PortfolioValueShares
1iShares Core S&P 500 ETFCORE S&P500 ETF16.72%$77M194.8K
2iShares Core MSCI EAFE ETFCORE MSCI EAFE12.45%$58M800.9K
3Goldman Sachs ActiveBeta US Large Cap Equity ETFACTIVEBETA US LG11.32%$52M662.6K
4iShares Core Dividend Growth ETFCORE DIV GRWTH10.55%$49M1.01M
5Vanguard Real Estate ETFREAL ESTATE ETF6.49%$30M327.1K
6IAUUSDiShares Gold Trusthistory →ISHARES4.68%$22M1.33M
7First Trust Value Line Dividend ETFSHS3.91%$18M477.0K
8Invesco S&P 500 Low Volatility ETFS&P500 LOW VOL3.47%$16M276.4K
9VUGVanguard Growth ETFhistory →GROWTH ETF1.85%$9M33.3K
10AAPLApple Inchistory →COM1.30%$6M49.3K
11MSFTMicrosoft CorpCOM0.98%$5M19.3K
12AMZNAmazon.com, IncCOM0.84%$4M1.3K
13EXMOCExxon Mobil CorpCOM0.83%$4M68.8K
14Vanguard Dividend Appreciation ETFDIV APP ETF0.82%$4M25.8K
15iShares Core S&P Small-Cap ETFCORE S&P SCP ETF0.72%$3M30.8K
16NVDANVIDIA CorporationCOM0.64%$3M5.6K
17iShares Core S&P Mid Cap ETFCORE S&P MCP ETF0.59%$3M10.4K
18BRK/BBerkshire Hathaway Inc BCL B NEW0.57%$3M10.3K
19JNJJohnson & JohnsonCOM0.49%$2M13.8K
20Vanguard High Dividend Yield ETFHIGH DIV YLD0.47%$2M21.5K
21BABoeing CoCOM0.42%$2M7.6K
22TAT&T IncCOM0.37%$2M56.7K
23ECLEcolab IncCOM0.34%$2M7.3K
24BSCMUSDInvesco BulletShares 2022 Corporate Bond ETFBULSHS 2022 CB0.32%$1M68.8K
25PGProcter & Gamble CoCOM0.31%$1M10.6K
26BACVerizon Communications IncCOM0.30%$1M24.3K
27Vanguard FTSE Emerging Markets ETFFTSE EMR MKT ETF0.29%$1M26.2K
28PEPPepsico IncCOM0.27%$1M8.8K
29HDHome DepotCOM0.26%$1M3.9K
30Invesco BulletShares 2023 Corporate Bond ETFBULSHS 2023 CB0.26%$1M54.3K
31AMGNAmgen IncCOM0.24%$1M4.5K
32WMTWalmart IncCOM0.23%$1M7.8K
332671931DInvesco BulletShares 2021 Corporate Bond ETFBULSHS 2021 CB0.23%$1M49.8K
34PFEPfizer IncCOM0.21%$988,00027.3K
35CSCOCISCO Systems IncCOM0.20%$928,00017.9K
36NKENike, Inc.CL B0.20%$911,0006.9K
37AFLAFLAC IncCOM0.19%$860,00016.8K
38NDQInvesco QQQ TrustUNIT SER 10.18%$854,0002.7K
39BMYBristol Myers Squibb CoCOM0.18%$854,00013.5K
40BACBank of America CorporationCOM0.18%$832,00021.5K
41NSCNorfolk Southern CorporationCOM0.17%$791,0002.9K
42SPDR S&P 500 ETFTR UNIT0.17%$779,0002.0K
43GOOGLAlphabet, Inc. Class ACAP STK CL A0.17%$767,000372
44iShares Russell Midcap Growth ETFRUS MD CP GR ETF0.17%$766,0007.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2023$1.1B417Jul 21, 202313F-HRchanges · EDGAR ↗
Q1 2023Under review378Apr 14, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review391Jan 23, 202313F-HRchanges · EDGAR ↗
Q3 2022$688M387Oct 24, 202213F-HRchanges · EDGAR ↗
Q2 2022$686M445Aug 24, 2022RESTATEMENTchanges · EDGAR ↗
Q1 2022$1.2B572Apr 14, 202213F-HRchanges · EDGAR ↗
Q4 2021$583M625Jan 25, 202213F-HRchanges · EDGAR ↗
Q2 2021$891M609Jul 20, 202113F-HRchanges · EDGAR ↗
Q1 2021$463M608Apr 20, 202113F-HRchanges · EDGAR ↗
Q4 2020$409M525Jan 19, 202113F-HRchanges · EDGAR ↗
Q3 2020$352M486Oct 20, 202013F-HRchanges · EDGAR ↗
Q2 2020$313M470Jul 20, 2020RESTATEMENTchanges · EDGAR ↗
Q1 2020$184M494Apr 20, 202013F-HRchanges · EDGAR ↗
Q4 2019$211M513Jan 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$198M532Oct 15, 201913F-HRchanges · EDGAR ↗
Q2 2019$198M556Jul 11, 201913F-HRchanges · EDGAR ↗
Q1 2019$201M557Apr 17, 201913F-HRchanges · EDGAR ↗
Q4 2018$194M567Jan 18, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.