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Sound Stewardship, LLC

13F
Sound Stewardship, LLC
Last update 2025-07-14 62 Stocks (4 new)
Value $194.00 Mil Turnover 6 %
Countries:
Top Holdings: BND(14.60%)FNDB(7.63%)IVV(6.38%)GLTR(4.94%)SCZ(4.86%)
Summary Stock Picks Current Portfolio
Sound Stewardship, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BND
Vanguard Total Bond Market ETF
384,486
28,309.7
+3.56%
14.600
+0.50%
0.020
+0.98%
+3.40%
127,600.9
 
FNDB
Schwab Fundamental U.S. Broad Market ETF
Schwab Fundamental U.S. Broad Market ETF
616,513
14,784.0
+7.76%
7.630
+0.55%
1.600
+11.36%
+6.35%
950.3
 
IVV
iShares Core S&P 500 ETF
19,907
12,360.2
+7.89%
6.380
+0.47%
0.000
+16.45%
+8.98%
642,461.0
 
GLTR
abrdn Physical Precious Metals Basket Shares ETF
abrdn Physical Precious Metals Basket Shares ETF
69,351
9,580.8
-9.14%
4.940
-0.51%
0.680
+6.97%
+31.10%
1,500.7
 
SCZ
iShares MSCI EAFE Small-Cap ETF
129,532
9,414.4
+1.53%
4.860
+0.07%
0.090
+14.82%
+24.53%
10,508.2
 
FNDA
Schwab Fundamental U.S. Small Company ETF
Schwab Fundamental U.S. Small Company ETF
293,443
8,407.1
+7.61%
4.340
+0.31%
0.100
+13.90%
+0.85%
8,592.6
 
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
189,607
7,588.1
+2.21%
3.910
+0.08%
0.050
+12.58%
+25.13%
16,953.6
 
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
381,764
7,452.0
+2.09%
3.840
+0.08%
0.180
+1.19%
+2.80%
4,243.1
 
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
373,666
7,342.5
+2.60%
3.790
+0.10%
0.200
+1.34%
+3.17%
3,737.7
 
VEA
Vanguard FTSE Developed Markets ETF
128,760
7,340.6
+5.22%
3.790
+0.19%
0.000
+11.93%
+23.01%
162,442.1
 

Sound Stewardship, LLC's Historical Top Holdings Breakdowns

Sound Stewardship, 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
FNDB
Schwab Fundamental U.S. Broad Market ETF
Schwab Fundamental U.S. Broad Market ETF
2025-06-30
Add
Add
+0.55%
●
20.36 ($22.73) 23.98
$24.52
7.90%
Add 7.76%
616,513
44,389
GLTR
abrdn Physical Precious Metals Basket Shares ETF
abrdn Physical Precious Metals Basket Shares ETF
2025-06-30
Reduce
Reduce
-0.51%
●
120.49 ($133.53) 141.16
$143.95
7.80%
Reduce -9.14%
69,351
-6,975
BND
Vanguard Total Bond Market ETF
2025-06-30
Add
Add
+0.50%
●
71.88 ($72.74) 73.82
$72.94
0.27%
Add 3.56%
384,486
13,230
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+0.47%
●
498.8 ($573.99) 620.9
$637.58
11.08%
Add 7.89%
19,907
1,456
XVV
iShares ESG Select Screened S&P 500 ETF
iShares ESG Select Screened S&P 500 ETF
2025-06-30
New Buy
New Buy
+0.46%
●
37.93 ($43.89) 47.69
$48.92
11.46%
New holding
18,698
18,698
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
iShares ESG Aware MSCI USA Small-Cap ETF
2025-06-30
New Buy
New Buy
+0.43%
●
33.46 ($38.71) 41.33
$42.65
10.18%
New holding
20,095
20,095
IJR
iShares Core S&P Small-Cap ETF
2025-06-30
Add
Add
+0.39%
●
90.56 ($103.39) 109.49
$112.32
8.64%
Add 15.27%
51,572
6,833
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
2025-06-30
Add
Add
+0.34%
●
20.16 ($20.36) 20.49
$20.41
0.22%
Add 9.99%
350,356
31,828
SUSA
iShares ESG Optimized MSCI USA ETF
2025-06-30
Reduce
Reduce
-0.34%
●
101.97 ($117.86) 126.75
$129.08
9.52%
Reduce -60.35%
3,383
-5,149
FNDA
Schwab Fundamental U.S. Small Company ETF
Schwab Fundamental U.S. Small Company ETF
2025-06-30
Add
Add
+0.31%
●
23.85 ($27.13) 28.69
$29.82
9.92%
Add 7.61%
293,443
20,741

Sound Stewardship, LLC Total Holding History ($B)

To

Sound Stewardship, LLC's Asset Allocation

To

Sound Stewardship, LLC Past Portfolios

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

Top Ranked Articles

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Sound Stewardship, LLC's Hypothetical Growth since 2025-06-30

Sound Stewardship, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sound Stewardship, LLC's Holdings Heat Map

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Sound Stewardship, LLC's Holdings Bubble Chart

Sound Stewardship, LLC News

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