Sound Stewardship, LLC

CIK Number: 0001998101

175.52M
Market Value
60
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 BND Vanguard Total ...
73.52
+0.29% 353.08K +2.12% 25.39M 72.23 15.09%
2 FNDB Schwab Fundamen...
23.79
+0.83% 582.57K +193.99% 13.55M 17.72 8.05%
3 IVV iShares Core S&...
614.96
+0.82% 18.94K -1.33% 11.15M 394.55 6.62%
4 GLTR abrdn Physical ...
139.74
+0.42% 80.59K -5.6% 8.85M 89.47 5.26%
5 FNDA Schwab Fundamen...
28.63
+1.44% 272.2K +98.41% 8.08M 24.01 4.80%
6 SCZ iShares MSCI EA...
71.90
+1.63% 125.77K +3.26% 7.64M 57.74 4.54%
7 BSCQ Invesco BulletS...
19.52
+0.10% 367.3K +1.32% 7.14M 19.08 4.24%
8 BSCP Invesco BulletS...
20.68
+0.02% 339.27K +1.05% 7.01M 20.18 4.16%
9 BSCR Invesco BulletS...
19.64
+0.13% 349.66K +1.95% 6.81M 19.28 4.05%
10 FNDF Schwab Fundamen...
39.70
+1.19% 184.66K +3.85% 6.13M 29.94 3.64%
11 VEA Vanguard Develo...
56.48
+1.10% 120.55K +4.01% 5.76M 43.73 3.43%
12 IJH iShares Core S&...
61.88
+1.38% 85K -1.16% 5.3M 49.56 3.15%
13 VGT Vanguard Inform...
656.89
+0.75% 8.47K -1.9% 5.27M 321.42 3.13%
14 TIP iShares TIPS Bo...
109.91
+0.30% 48.42K +2.32% 5.16M 106.91 3.07%
15 IJR iShares Core S&...
109.20
+1.52% 44.46K -0.51% 5.12M 96.93 3.04%
16 EMXC iShares MSCI Em...
63.09
+1.01% 85.94K +4.21% 4.77M 58.56 2.83%
17 PRFZ Invesco FTSE RA...
40.60
+1.46% 76.03K -1.19% 3.16M 32.73 1.88%
18 VTI Vanguard Total ...
302.04
+0.90% 8.85K +0.99% 2.56M 192.22 1.52%
19 DGRO iShares Core Di...
63.44
+0.69% 31.89K -4.98% 1.96M 50 1.16%
20 SPHY SPDR Portfolio ...
23.72
+0.25% 82.69K +6.26% 1.94M 23.27 1.15%
21 VWO Vanguard Emergi...
49.45
+0.69% 37.97K +0.07% 1.67M 39.15 0.99%
22 IDV iShares Interna...
34.27
+0.69% 57.44K +0.20% 1.57M 27.16 0.93%
23 DGS WisdomTree Emer...
54.95
+0.99% 31.02K +0.83% 1.52M 44.27 0.90%
24 TPIF Timothy Plan In...
32.13
+1.23% 54.02K +4.58% 1.44M 26.01 0.85%
25 SUSA iShares MSCI US...
125.36
+0.55% 10.22K -0.74% 1.24M 82.78 0.74%
26 BSCS Invesco BulletS...
20.47
+0.20% 58.62K +483.12% 1.18M 20.2 0.70%
27 BSJP Invesco BulletS...
23.05
+0.07% 50.23K +1.58% 1.16M 22.17 0.69%
28 BSJQ Invesco BulletS...
23.34
-0.02% 49.29K +1.59% 1.15M 22.56 0.68%
29 BSJR Invesco BulletS...
22.68
+0.24% 50.02K +1.56% 1.12M 22.25 0.67%
30 MSFT Microsoft Corpo...
497.50
+1.06% 2.58K +17.85% 1.09M 267.34 0.64%
31 TPSC Timothy Plan US...
38.70
+1.35% 24.54K +4.07% 958.14K 34.13 0.57%
32 ITOT iShares Core S&...
133.78
+0.92% 6.84K -8.02% 880.31K 84.8 0.52%
33 AAPL Apple Inc.
201.21
-0.18% 3.26K +2.87% 815.72K 137.51 0.48%
34 TPLC Timothy Plan US...
44.63
+0.80% 15.07K -0.07% 645.27K 37.06 0.38%
35 CP Canadian Pacifi...
79.20
+1.66% 8.27K +0.06% 598.18K 80.77 0.36%
36 DLS WisdomTree Inte...
74.06
+1.58% 8.85K +0.89% 556.82K 58 0.33%
37 NUDM Nuveen ESG Inte...
35.10
+1.20% 16.64K -0.75% 500.05K 25.8 0.30%
38 IXUS iShares Core MS...
76.83
+1.05% 7.51K +0.04% 497K 57.89 0.30%
39 NUSC Nuveen ESG Smal...
40.69
+1.57% 11.38K -0.35% 476.5K 34.21 0.28%
40 NEE NextEra Energy,...
71.02
+0.97% 6.33K -0.63% 453.87K 83.6 0.27%
41 A Agilent Technol...
119.66
+0.88% 3.13K +100.00% 420.1K 134.34 0.25%
42 EFA iShares MSCI EA...
88.55
+1.13% 5.13K +5.93% 387.85K 67.33 0.23%
43 LNT Alliant Energy ...
60.30
+0.36% 6.49K 0.00% 383.88K 55.21 0.23%
44 EWX SPDR S&P Emergi...
61.62
+0.58% 6.06K -0.21% 355.34K 48.94 0.21%
45 VOO Vanguard 500 In...
564.28
+0.81% 656 -0.91% 353.63K 357.58 0.21%
46 SPY SPDR S&P 500 ET...
611.96
+0.80% 599 +3.45% 351.06K 548.03 0.21%
47 SCHX Schwab U.S. Lar...
24.23
+0.81% 14.79K +200.41% 342.88K 15.24 0.20%
48 NVDA NVIDIA Corporat...
155.10
+0.51% 2.51K +2.53% 337.59K 91.44 0.20%
49 IAU iShares Gold Tr...
62.80
-0.09% 6.76K 0.00% 334.89K 42.46 0.20%
50 TSLA Tesla, Inc.
326.14
-0.43% 787 +100.00% 317.96K 403.84 0.19%
51 GRMN Garmin Ltd.
205.17
+0.80% 1.44K -3.43% 295.96K 128.54 0.18%
52 CBSH Commerce Bancsh...
62.27
+2.00% 4.55K +4.98% 283.82K 53.07 0.17%
53 WMT Walmart Inc.
96.16
-1.13% 3.06K +100.00% 275.99K 90.35 0.16%
54 EVRG Evergy, Inc.
68.47
+0.42% 4.23K 0.00% 260.48K 62.93 0.15%
55 PG The Procter & G...
158.66
-0.19% 1.44K +100.00% 241.29K 167.65 0.14%
56 AMZN Amazon.com, Inc...
217.26
+2.49% 1.04K +100.00% 228.36K 219.39 0.14%
57 VO Vanguard Mid Ca...
277.93
+0.78% 839 -2.89% 221.59K 232.67 0.13%
58 XBI SPDR S&P Biotec...
83.69
+0.50% 2.4K 0.00% 215.96K 83.09 0.13%
59 EPR EPR Properties
57.67
+0.28% 4.87K +100.00% 215.6K 44.28 0.13%
60 NUMG Nuveen ESG Mid-...
47.74
+0.65% 4.5K -1.12% 213.19K 44.82 0.13%