$152 Million is the total value of First Command Bank's 546 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LNT | Exit | Alliant Energy Corp | $0 | – | -150 | -100.0% | -0.00% | – |
| VOE | Exit | Vanguard Mid-Cap Value Index Fund ETF Sharesmcap vl idxvip | $0 | – | -75 | -100.0% | -0.01% | – |
| IWO | Exit | iShares Russell 2000 Growthrus 2000 grw etf | $0 | – | -75 | -100.0% | -0.01% | – |
| NGG | Exit | National Grid PLC ADRspon adr new | $0 | – | -185 | -100.0% | -0.01% | – |
| NFG | Exit | National Fuel & Gas Co. | $0 | – | -293 | -100.0% | -0.01% | – |
| FDN | Exit | First Trust Dow Jones Internet Index Funddj internt idx | $0 | – | -210 | -100.0% | -0.01% | – |
| JCI | Exit | Johnson Controls International Plc | $0 | – | -417 | -100.0% | -0.01% | – |
| ARNA | Exit | Arena Pharmaceuticals, Inc | $0 | – | -13,000 | -100.0% | -0.01% | – |
| PXD | Exit | Pioneer Natural Resources Company | $0 | – | -150 | -100.0% | -0.02% | – |
| IBMJ | Exit | iShares iBonds Dec 2021 Term Muni Bond ETFibonds dec21 etf | $0 | – | -1,400 | -100.0% | -0.02% | – |
| BFK | Exit | BlackRock Municipal Income Trustsh ben int | $0 | – | -2,712 | -100.0% | -0.03% | – |
| TRCO | Exit | Tribune Media Co Cl Acl a | $0 | – | -3,451 | -100.0% | -0.09% | – |
| CSC | Exit | Computer Sciences Corp | $0 | – | -2,435 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2017-07-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Core S&P 500 ETF | 27 | Q2 2023 | 19.9% |
| Vanguard REIT ETF Index | 27 | Q2 2023 | 10.9% |
| Exxon Mobil Corp | 27 | Q2 2023 | 6.0% |
| Vanguard High Dividend Yield ETF Shs | 27 | Q2 2023 | 2.5% |
| Apple Inc | 27 | Q2 2023 | 1.5% |
| Berkshire Hathaway Inc Del Class B | 27 | Q2 2023 | 1.5% |
| Vanguard Mid-Cap ETF | 27 | Q2 2023 | 8.9% |
| Microsoft Corp | 27 | Q2 2023 | 1.5% |
| Boeing Co | 27 | Q2 2023 | 1.7% |
| Procter & Gamble Co | 27 | Q2 2023 | 2.4% |
View First Command Bank's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-24 |
| 13F-HR/A | 2022-08-24 |
| 13F-HR/A | 2022-08-24 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-25 |
| 13F-HR | 2021-12-16 |
View First Command Bank's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.