SF

Sound Financial Strategies Group, LLC

13F
Sound Financial Strategies Group, LLC
Last update 2025-05-09 100 Stocks (18 new)
Value $112.00 Mil Turnover 23 %
Countries:
Top Holdings: AGG(13.57%)IEF(9.04%)SGOV(5.76%)TPIF(3.28%)WWJD(3.17%)
Summary Stock Picks Current Portfolio
Sound Financial Strategies Gro... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
153,682
15,202.2
-15.32%
13.570
-2.25%
0.010
+1.04%
+3.43%
128,085.6
 
IEF
iShares 7-10 Year Treasury Bond ETF
106,171
10,125.5
-41.61%
9.040
-5.83%
0.030
+0.66%
+4.24%
34,806.5
 
SGOV
iShares 0-3 Month Treasury Bond ETF
64,100
6,452.9
-0.87%
5.760
-0.05%
0.010
+1.07%
+2.39%
51,428.4
 
TPIF
Timothy Plan International ETF
127,826
3,675.0
+15.53%
3.280
+0.44%
2.940
+11.91%
+26.27%
151.6
 
WWJD
Inspire International ETF
115,476
3,550.3
+19.20%
3.170
+0.51%
1.220
+12.06%
+22.81%
380.8
 
TPLC
Timothy Plan US Large/Mid Cap Core ETF
Timothy Plan US Large/Mid Cap Core ETF
66,952
2,841.4
+228.87%
2.540
+1.77%
0.910
+10.75%
+7.66%
314.3
 
PTL
Inspire 500 ETF
13,429
2,759.7
New Holding
2.460
+2.46%
0.930
+16.88%
+12.27%
410.1
 
QQEW
First Trust NASDAQ-100 Equal Weighted Index Fund
First Trust NASDAQ-100 Equal Weighted Index Fund
18,077
2,186.1
New Holding
1.950
+1.95%
0.130
+16.16%
+11.69%
1,920.3
 
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
22,968
2,131.2
New Holding
1.900
+1.90%
0.010
+21.99%
+9.39%
27,712.6
 
TPSC
Timothy Plan US Small Cap Core ETF
44,756
1,657.3
+14.51%
1.480
+0.19%
0.870
+11.87%
+3.03%
213.9
 

Sound Financial Strategies Group, LLC's Historical Top Holdings Breakdowns

Sound Financial Strategies Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TFPN
Blueprint Chesapeake Multi-Asset Trend ETF
Blueprint Chesapeake Multi-Asset Trend ETF
2025-03-31
Sold Out
Sold Out
-7.19%
●
22.24 ($23.96) 25.33
$23.33
-2.63%
Sold Out
0
-347,608
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-5.83%
●
91.17 ($93.56) 95.39
$94.56
1.06%
Reduce -41.61%
106,171
-75,663
KMLM
KraneShares Mount Lucas Managed Futures Index Strategy ETF
KraneShares Mount Lucas Managed Futures Index Strategy ETF
2025-03-31
Sold Out
Sold Out
-3.36%
●
26.82 ($27.44) 28.55
$27.19
-0.91%
Sold Out
0
-143,403
DBMF
iMGP DBi Managed Futures Strategy ETF
iMGP DBi Managed Futures Strategy ETF
2025-03-31
Sold Out
Sold Out
-3.29%
●
24.88 ($26.07) 26.85
$26.00
-0.29%
Sold Out
0
-150,670
PTL
Inspire 500 ETF
2025-03-31
New Buy
New Buy
+2.46%
●
202.3 ($216.59) 226.76
$237.76
9.77%
New holding
13,429
13,429
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-2.25%
●
95.85 ($97.76) 99.25
$98.30
0.55%
Reduce -15.32%
153,682
-27,813
QQEW
First Trust NASDAQ-100 Equal Weighted Index Fund
First Trust NASDAQ-100 Equal Weighted Index Fund
2025-03-31
New Buy
New Buy
+1.95%
●
119.84 ($128.07) 136.1
$139.26
8.74%
New holding
18,077
18,077
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
2025-03-31
New Buy
New Buy
+1.90%
●
92.71 ($101.57) 107.38
$112.69
10.95%
New holding
22,968
22,968
TPLC
Timothy Plan US Large/Mid Cap Core ETF
Timothy Plan US Large/Mid Cap Core ETF
2025-03-31
Add
Add
+1.77%
●
41.17 ($43.58) 45.22
$45.88
5.28%
Add 228.87%
66,952
46,594
AMLP
Alerian MLP ETF
2025-03-31
New Buy
New Buy
+1.20%
●
48.65 ($51.34) 53.06
$49.02
-4.52%
New holding
25,876
25,876

Sound Financial Strategies Group, LLC Total Holding History ($B)

To

Sound Financial Strategies Group, LLC's Asset Allocation

To

Sound Financial Strategies Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sound Financial Strategies Group, LLC's Hypothetical Growth since 2025-03-31

Sound Financial Strategies Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sound Financial Strategies Group, LLC's Holdings Heat Map

Size field:

Sound Financial Strategies Group, LLC's Holdings Bubble Chart

Sound Financial Strategies Group, LLC News

  • 1

Discussions on Sound Financial Strategies Group, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.