Top 50 First Command Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | iShares Core MSCI EAFE ETF | 14.93% | 2.35M | $158.7M | +11.45%(+241.53K) | — | 2023-06-30 | |
| IVV | iShares Core S&P 500 ETF | 14.87% | 354.7K | $158.1M | +5.15%(+17.38K) | — | 2023-06-30 | |
| VO | Vanguard Mid-Cap ETF | 8.87% | 428.5K | $94.3M | +4.17%(+17.13K) | — | 2023-06-30 | |
| DGRO | iShares Core Dividend Growth ETF | 6.75% | 1.39M | $71.8M | -21.10%(-372.69K) | — | 2023-06-30 | |
| SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 6.19% | 1.77M | $65.8M | -16.02%(-338.44K) | — | 2023-06-30 | |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | 5.45% | 949.9K | $58.0M | +23.98%(+183.70K) | — | 2023-06-30 | |
| SPHQ | Invesco S&P 500 Quality ETF | 4.72% | 995.0K | $50.2M | +44.68%(+307.28K) | — | 2023-06-30 | |
| IAU | iShares Gold Trust ETF | 4.65% | 1.36M | $49.4M | +11.71%(+142.37K) | — | 2023-06-30 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | 4.5% | 489.8K | $47.8M | +0.85%(+4.12K) | — | 2023-06-30 | |
| VNQ | Vanguard Real Estate ETF | 3.92% | 498.4K | $41.6M | +4.33%(+20.71K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track First Command Bank, compare funds side by side, and get alerts the moment positions change.