Sound Stewardship, LLC Incresed Positions in Q2 2025

Sound Stewardship, LLC

  • $194 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.46K
+ 7.89%
$498.8 - $620.9 $726K - $904K
19.9K $12.4B
FNDB
Schwab Fundamental U S Broad M

ETFs
44.4K
+ 7.76%
$20.36 - $23.98 $904K - $1.06M
617K $14.8B
VGT
Vanguard Information Technolog

ETFs
539
+ 6.62%
$470.37 - $663.28 $254K - $358K
8.68K $5.75B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.95K
+ 1.53%
$57.14 - $72.68 $111K - $142K
130K $9.41B
VEA
Vanguard Ftse Developed Market

ETFs
6.39K
+ 5.22%
$45.65 - $57.01 $291K - $364K
129K $7.34B
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.2K
+ 3.56%
$72.02 - $73.82 $953K - $977K
384K $28.3B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.83K
+ 15.27%
$90.56 - $109.49 $619K - $748K
51.6K $5.64B
FNDA
Schwab Fundamental U S Small C

ETFs
20.7K
+ 7.61%
$23.85 - $28.69 $495K - $595K
293K $8.41B
FNDF
Schwab Fundamental Intl Large

ETFs
4.09K
+ 2.21%
$32.25 - $40.02 $132K - $164K
190K $7.59B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.29K
+ 8.61%
$51.16 - $62.02 $373K - $452K
91.9K $5.7B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
31.8K
+ 9.99%
$20.16 - $20.49 $642K - $652K
350K $7.18B
VTI
Vanguard Total Stock Market Et

ETFs
1.3K
+ 14.79%
$243.75 - $303.93 $317K - $395K
10.1K $3.07B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.88K
+ 12.78%
$39.89 - $49.46 $195K - $241K
43K $2.13B
DGS
Wisdomtree Emerging Markets Sm

ETFs
2.57K
+ 8.08%
$43.34 - $55.24 $111K - $142K
34.3K $1.9B
EPR
Epr Properties

Real Estate
5.3K
+ 94.13%
$43.53 - $59.11 $231K - $313K
10.9K $636M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
2.12K
+ 2.79%
$33.13 - $40.67 $70.3K - $86.3K
78.1K $3.18B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.46K
+ 2.6%
$19.49 - $19.66 $184K - $186K
374K $7.34B
IDV
Ishares Tr

ETFs
166
+ 0.29%
$27.79 - $34.84 $4.61K - $5.78K
57.4K $1.98B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.82K
+ 2.09%
$19.44 - $19.56 $152K - $153K
382K $7.45B
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
5.45K
+ 11.47%
$20.93 - $22.05 $114K - $120K
53K $1.17B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.71K
+ 4.49%
$22.4 - $23.8 $83.2K - $88.4K
86.5K $2.06B
TIP
Ishares Tr Tips Bd ETF

ETFs
1.51K
+ 3.06%
$107.93 - $110.97 $163K - $167K
50.8K $5.59B
NUDM
Nuveen Esg International Devel

ETFs
796
+ 4.92%
$28.66 - $35.49 $22.8K - $28.3K
17K $602M
DGRO
Ishares Core Dividend Growth E

ETFs
57
+ 0.18%
$55.22 - $63.94 $3.15K - $3.64K
31.9K $2.04B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
188
+ 46.19%
$483.48 - $539.8 $90.9K - $101K
595 $289M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.62K
+ 0.77%
$20.66 - $20.74 $54.1K - $54.4K
344K $7.11B
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 4.96%
$496.48 - $617.85 $12.4K - $15.4K
529 $327M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
179
+ 1.2%
$37.78 - $44.9 $6.76K - $8.04K
15.1K $678M
SCHX
Schwab Strategic Tr Us Large C

ETFs
220
+ 1.53%
$19.6 - $24.44 $4.31K - $5.38K
14.6K $356M
EWX
Spdr S&P Emerging Markets Smal

ETFs
10
+ 0.17%
$49.89 - $62.13 $499 - $621
5.74K $356M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
554
+ 1.1%
$22.66 - $23.41 $12.6K - $13K
50.7K $1.18B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
361
+ 0.71%
$22.87 - $23.14 $8.26K - $8.35K
51.3K $1.18B
AAPL
Apple Inc.

Technology
1
+ 0.03%
$172.42 - $223.89 $172 - $224
3.48K $713M
Activity Summary
Buys All Purchases 38 New Holdings 4 Increased Positions 34 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sound Stewardship, LLC Portfolio

Follow Sound Stewardship, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Stewardship, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Stewardship, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email