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
+0.90%
+3.25%
127,801.9
 
IEF
iShares 7-10 Year Treasury Bond ETF
106,171
10,125.5
-41.61%
9.040
-5.83%
0.030
-0.03%
+4.13%
34,554.8
 
SGOV
iShares 0-3 Month Treasury Bond ETF
64,100
6,452.9
-0.87%
5.760
-0.05%
0.010
+1.06%
+2.20%
49,732.1
 
TPIF
Timothy Plan International ETF
127,826
3,675.0
+15.53%
3.280
+0.44%
2.940
+23.80%
+22.65%
147.6
 
WWJD
Inspire International ETF
115,476
3,550.3
+19.20%
3.170
+0.51%
1.220
+24.50%
+19.70%
372.9
 
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
+17.86%
+6.18%
307.9
 
PTL
Inspire 500 ETF
13,429
2,759.7
New Holding
2.460
+2.46%
0.930
+25.72%
+9.24%
381.7
 
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
+25.65%
+9.91%
1,898.0
 
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
+30.42%
+6.23%
25,443.2
 
TPSC
Timothy Plan US Small Cap Core ETF
44,756
1,657.3
+14.51%
1.480
+0.19%
0.870
+18.07%
+1.59%
209.2
 

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
$22.91
-4.38%
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
$94.46
0.96%
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
$26.32
-4.08%
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
$25.69
-1.46%
Sold Out
0
-150,670
PTL
Inspire 500 ETF
2025-03-31
New Buy
New Buy
+2.46%
●
202.3 ($216.59) 226.76
$231.34
6.81%
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
$98.12
0.37%
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
$137.04
7.00%
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
$109.44
7.75%
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
$45.28
3.90%
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
$48.57
-5.40%
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

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Sound Financial Strategies Group, LLC's Holdings Bubble Chart

Sound Financial Strategies Group, LLC News

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