Sound Financial Strategies Group, LLC Buys BTC iShares Gold Trust, BTC iShares iBoxx USD High Yield Corporate Bond ET, CSIM Schwab International Small-Cap Equity ETF, Sells BTC iShares Core U.S. Aggregate Bond ETF, iShares 7-10 Year Treasury Bond ETF, ISH

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Investment company Sound Financial Strategies Group, LLC (Current Portfolio) buys BTC iShares Gold Trust, BTC iShares iBoxx USD High Yield Corporate Bond ET, CSIM Schwab International Small-Cap Equity ETF, SPDR Nuveen Bloomberg Barclays High Yield Municipa, BTC iShares MSCI Emerging Markets Small-Cap ETF, sells BTC iShares Core U.S. Aggregate Bond ETF, iShares 7-10 Year Treasury Bond ETF, ISHARES TRUST, BTC iShares Core MSCI EAFE ETF, Genuine Parts Co during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Sound Financial Strategies Group, LLC. As of 2020Q4, Sound Financial Strategies Group, LLC owns 76 stocks with a total value of $145 million. These are the details of the buys and sells.

For the details of Sound Financial Strategies Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sound+financial+strategies+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Sound Financial Strategies Group, LLC
  1. BTC iShares iBoxx USD High Yield Corporate Bond ET (HYG) - 379,235 shares, 22.83% of the total portfolio. Shares added by 68.49%
  2. BTC iShares Core U.S. Aggregate Bond ETF (AGG) - 276,303 shares, 22.52% of the total portfolio. Shares reduced by 48.65%
  3. BTC iShares Gold Trust (IAU) - 1,111,395 shares, 13.90% of the total portfolio. New Position
  4. CSIM Schwab International Small-Cap Equity ETF (SCHC) - 128,266 shares, 3.33% of the total portfolio. New Position
  5. SPDR Nuveen Bloomberg Barclays High Yield Municipa (HYMB) - 74,969 shares, 3.05% of the total portfolio. New Position
New Purchase: BTC iShares Gold Trust (IAU)

Sound Financial Strategies Group, LLC initiated holding in BTC iShares Gold Trust. The purchase prices were between $16.95 and $18.61, with an estimated average price of $17.89. The stock is now traded at around $17.690000. The impact to a portfolio due to this purchase was 13.9%. The holding were 1,111,395 shares as of 2020-12-31.

New Purchase: CSIM Schwab International Small-Cap Equity ETF (SCHC)

Sound Financial Strategies Group, LLC initiated holding in CSIM Schwab International Small-Cap Equity ETF. The purchase prices were between $31.39 and $37.85, with an estimated average price of $35. The stock is now traded at around $38.490000. The impact to a portfolio due to this purchase was 3.33%. The holding were 128,266 shares as of 2020-12-31.

New Purchase: SPDR Nuveen Bloomberg Barclays High Yield Municipa (HYMB)

Sound Financial Strategies Group, LLC initiated holding in SPDR Nuveen Bloomberg Barclays High Yield Municipa. The purchase prices were between $56.05 and $58.99, with an estimated average price of $57.29. The stock is now traded at around $59.710000. The impact to a portfolio due to this purchase was 3.05%. The holding were 74,969 shares as of 2020-12-31.

New Purchase: BTC iShares MSCI Emerging Markets Small-Cap ETF (EEMS)

Sound Financial Strategies Group, LLC initiated holding in BTC iShares MSCI Emerging Markets Small-Cap ETF. The purchase prices were between $42.84 and $52.94, with an estimated average price of $47.53. The stock is now traded at around $55.160000. The impact to a portfolio due to this purchase was 2.21%. The holding were 60,774 shares as of 2020-12-31.

New Purchase: ProShares S&P 500 Dividend Aristocrats ETF (NOBL)

Sound Financial Strategies Group, LLC initiated holding in ProShares S&P 500 Dividend Aristocrats ETF. The purchase prices were between $70.5 and $80.65, with an estimated average price of $77.21. The stock is now traded at around $80.610000. The impact to a portfolio due to this purchase was 1.12%. The holding were 20,316 shares as of 2020-12-31.

New Purchase: BTC iShares MSCI EAFE Value ETF (EFV)

Sound Financial Strategies Group, LLC initiated holding in BTC iShares MSCI EAFE Value ETF. The purchase prices were between $38.09 and $47.61, with an estimated average price of $43.67. The stock is now traded at around $48.850000. The impact to a portfolio due to this purchase was 1.08%. The holding were 33,181 shares as of 2020-12-31.

Added: BTC iShares iBoxx USD High Yield Corporate Bond ET (HYG)

Sound Financial Strategies Group, LLC added to a holding in BTC iShares iBoxx USD High Yield Corporate Bond ET by 68.49%. The purchase prices were between $82.43 and $87.3, with an estimated average price of $85.02. The stock is now traded at around $87.300000. The impact to a portfolio due to this purchase was 9.28%. The holding were 379,235 shares as of 2020-12-31.

Added: Vanguard Tax-Exempt Bond ETF (VTEB)

Sound Financial Strategies Group, LLC added to a holding in Vanguard Tax-Exempt Bond ETF by 85.92%. The purchase prices were between $54.06 and $55.19, with an estimated average price of $54.61. The stock is now traded at around $55.210000. The impact to a portfolio due to this purchase was 0.93%. The holding were 52,825 shares as of 2020-12-31.

Added: BTC iShares Core Dividend Growth ETF (DGRO)

Sound Financial Strategies Group, LLC added to a holding in BTC iShares Core Dividend Growth ETF by 247.51%. The purchase prices were between $38.52 and $44.82, with an estimated average price of $42.35. The stock is now traded at around $45.540000. The impact to a portfolio due to this purchase was 0.83%. The holding were 37,472 shares as of 2020-12-31.

Added: Hormel Foods Corp (HRL)

Sound Financial Strategies Group, LLC added to a holding in Hormel Foods Corp by 169.97%. The purchase prices were between $46.44 and $52.51, with an estimated average price of $48.73. The stock is now traded at around $45.410000. The impact to a portfolio due to this purchase was 0.49%. The holding were 24,208 shares as of 2020-12-31.

Added: Kimberly-Clark Corp (KMB)

Sound Financial Strategies Group, LLC added to a holding in Kimberly-Clark Corp by 41.64%. The purchase prices were between $132.59 and $154.32, with an estimated average price of $139.81. The stock is now traded at around $132.210000. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,619 shares as of 2020-12-31.

Added: Johnson & Johnson (JNJ)

Sound Financial Strategies Group, LLC added to a holding in Johnson & Johnson by 36.85%. The purchase prices were between $137.11 and $157.38, with an estimated average price of $147.59. The stock is now traded at around $163.550000. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,341 shares as of 2020-12-31.

Sold Out: Genuine Parts Co (GPC)

Sound Financial Strategies Group, LLC sold out a holding in Genuine Parts Co. The sale prices were between $89.69 and $102.02, with an estimated average price of $97.9.

Sold Out: Sysco Corp (SYY)

Sound Financial Strategies Group, LLC sold out a holding in Sysco Corp. The sale prices were between $54.79 and $78.12, with an estimated average price of $68.95.

Sold Out: VF Corp (VFC)

Sound Financial Strategies Group, LLC sold out a holding in VF Corp. The sale prices were between $67.2 and $89.26, with an estimated average price of $80.22.

Sold Out: Cincinnati Financial Corp (CINF)

Sound Financial Strategies Group, LLC sold out a holding in Cincinnati Financial Corp. The sale prices were between $70.74 and $87.37, with an estimated average price of $79.92.

Sold Out: Becton, Dickinson and Co (BDX)

Sound Financial Strategies Group, LLC sold out a holding in Becton, Dickinson and Co. The sale prices were between $227.47 and $252.09, with an estimated average price of $239.1.

Sold Out: Aflac Inc (AFL)

Sound Financial Strategies Group, LLC sold out a holding in Aflac Inc. The sale prices were between $33.95 and $46.29, with an estimated average price of $41.12.

Reduced: BTC iShares Core U.S. Aggregate Bond ETF (AGG)

Sound Financial Strategies Group, LLC reduced to a holding in BTC iShares Core U.S. Aggregate Bond ETF by 48.65%. The sale prices were between $116.68 and $118.19, with an estimated average price of $117.49. The stock is now traded at around $117.250000. The impact to a portfolio due to this sale was -24.33%. Sound Financial Strategies Group, LLC still held 276,303 shares as of 2020-12-31.

Reduced: iShares 7-10 Year Treasury Bond ETF (IEF)

Sound Financial Strategies Group, LLC reduced to a holding in iShares 7-10 Year Treasury Bond ETF by 98.68%. The sale prices were between $119.12 and $121.46, with an estimated average price of $120.15. The stock is now traded at around $118.580000. The impact to a portfolio due to this sale was -6.68%. Sound Financial Strategies Group, LLC still held 928 shares as of 2020-12-31.

Reduced: ISHARES TRUST (IUSG)

Sound Financial Strategies Group, LLC reduced to a holding in ISHARES TRUST by 99.18%. The sale prices were between $77.49 and $88.69, with an estimated average price of $84.01. The stock is now traded at around $91.480000. The impact to a portfolio due to this sale was -1.94%. Sound Financial Strategies Group, LLC still held 257 shares as of 2020-12-31.

Reduced: BTC iShares Core MSCI EAFE ETF (IEFA)

Sound Financial Strategies Group, LLC reduced to a holding in BTC iShares Core MSCI EAFE ETF by 81.2%. The sale prices were between $57.61 and $69.71, with an estimated average price of $64.27. The stock is now traded at around $71.190000. The impact to a portfolio due to this sale was -0.91%. Sound Financial Strategies Group, LLC still held 4,420 shares as of 2020-12-31.

Reduced: Cintas Corp (CTAS)

Sound Financial Strategies Group, LLC reduced to a holding in Cintas Corp by 57.7%. The sale prices were between $314.55 and $368.66, with an estimated average price of $347.45. The stock is now traded at around $324.480000. The impact to a portfolio due to this sale was -0.64%. Sound Financial Strategies Group, LLC still held 1,791 shares as of 2020-12-31.

Reduced: Lowe's Companies Inc (LOW)

Sound Financial Strategies Group, LLC reduced to a holding in Lowe's Companies Inc by 49.98%. The sale prices were between $146.74 and $177.7, with an estimated average price of $162.25. The stock is now traded at around $172.400000. The impact to a portfolio due to this sale was -0.55%. Sound Financial Strategies Group, LLC still held 4,230 shares as of 2020-12-31.



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