Sound Stewardship, LLC
CIK Number: 0001998101
175.52M
Market Value
60
# of Holdings
8 months
Avg. Holding Period
24.24%
Win Rate
17.35%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total ... | 72.65 | -0.22% | 353.08K | +2.12% | 25.39M | 72.23 | 15.09% |
| 2 | FNDB | Schwab Fundamen... | 21.47 | +0.61% | 582.57K | +193.99% | 13.55M | 17.72 | 8.05% |
| 3 | IVV | iShares Core S&... | 528.67 | +0.10% | 18.94K | -1.33% | 11.15M | 394.55 | 6.62% |
| 4 | GLTR | abrdn Physical ... | 132.89 | -0.53% | 80.59K | -5.6% | 8.85M | 89.47 | 5.26% |
| 5 | FNDA | Schwab Fundamen... | 25.36 | +0.88% | 272.2K | +98.41% | 8.08M | 24.01 | 4.80% |
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