Sound Stewardship, LLC Purchases in Q3 2025

Sound Stewardship, LLC

  • $208 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FNDB
Schwab Fundamental U S Broad M

ETFs
17.3K
+ 2.81%
$23.83 - $25.77 $413K - $446K
634K $16.3B
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.4K
+ 3.76%
$72.57 - $74.72 $1.05M - $1.08M
399K $29.7B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.85K
+ 11.34%
$108.46 - $120.63 $634K - $705K
57.4K $6.82B
IVV
Ishares Core S&P 500 ETF

ETFs
316
+ 1.59%
$620.67 - $670.08 $196K - $212K
20.2K $13.5B
VEA
Vanguard Ftse Developed Market

ETFs
3.47K
+ 2.7%
$56.02 - $60.3 $195K - $209K
132K $7.92B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.65K
+ 3.97%
$62.09 - $66.51 $227K - $243K
95.6K $6.24B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
17.4K
+ 4.96%
$20.41 - $20.67 $355K - $359K
368K $7.56B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
17.6K
+ 4.62%
$19.49 - $19.61 $344K - $346K
399K $7.81B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
14K
+ 3.74%
$19.61 - $19.79 $274K - $277K
388K $7.64B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.15K
+ 2.68%
$49.43 - $54.52 $56.9K - $62.8K
44.2K $2.39B
TSLA
Tesla, Inc.

Consumer Cyclical
547
New
$293.94 - $444.72 $161K - $243K
547 $243M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
12.9K
New
$18.61 - $18.94 $240K - $244K
12.9K $242M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.71K
New
$115.96 - $125.95 $198K - $215K
1.71K $215M
JPM
Jpmorgan Chase & CO

Financial Services
655
New
$282.78 - $316.06 $185K - $207K
655 $207M
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.42K
+ 4.13%
$54.85 - $58.99 $77.8K - $83.7K
35.7K $2.04B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.04K
+ 4.68%
$23.54 - $23.97 $95.2K - $96.9K
90.5K $2.17B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
511
+ 2.54%
$41.34 - $45.65 $21.1K - $23.3K
20.6K $929M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
429
+ 2.29%
$47.64 - $51.71 $20.4K - $22.2K
19.1K $985M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
2.64K
+ 4.99%
$21.89 - $22.2 $57.9K - $58.7K
55.6K $1.23B
NUDM
Nuveen Esg International Devel

ETFs
606
+ 3.57%
$34.72 - $37.63 $21K - $22.8K
17.6K $661M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2.07K
+ 4.09%
$23.27 - $23.51 $48.2K - $48.7K
52.8K $1.24B
BSJR
Invesco Indx Tr

ETFs
2K
+ 3.9%
$22.64 - $22.85 $45.3K - $45.7K
53.2K $1.21B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.3K
+ 0.38%
$20.66 - $20.74 $26.9K - $27K
345K $7.14B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.03%
$126.64 - $135.65 $127 - $136
3.38K $459M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
324
+ 4.8%
$33.05 - $35.83 $10.7K - $11.6K
7.08K $253M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
201
+ 3.79%
$41.58 - $44.7 $8.36K - $8.98K
5.5K $241M
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.24%
$279.83 - $293.74 $560 - $587
820 $241M
AMZN
Amazon Com Inc

Consumer Cyclical
3
+ 0.25%
$211.65 - $238.24 $635 - $715
1.21K $265M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
46
+ 0.09%
$23.03 - $23.12 $1.06K - $1.06K
51.3K $1.18B
Activity Summary
Buys All Purchases 30 New Holdings 4 Increased Positions 26 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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