Sound Financial Strategies Group, LLC Reduced Holdings in Q4 2024

Sound Financial Strategies Group, LLC

  • $109 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-12.4K
- 6.4%
$96.64 - $101.23 $1.2M - $1.26M
181K $17.6M
IEF
Ishares Barclays

ETFs
-10.3K
- 5.37%
$92.08 - $98.18 $951K - $1.01M
182K $16.8M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-8.51K
- 5.34%
$26.01 - $28.19 $221K - $240K
151K $3.94M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3.84K
- 30.8%
$99.2 - $108.47 $381K - $417K
8.64K $859K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
-8.19K
- 5.4%
$27.51 - $29.16 $225K - $239K
143K $4.03M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-1.6K
- 1.62%
$28.76 - $32.28 $46K - $51.6K
96.9K $2.81M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.18K
- 4.68%
$100.16 - $100.7 $318K - $320K
64.7K $6.49M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.24K
- 27.4%
$176.42 - $186.91 $219K - $232K
3.28K $584K
APD
Air Products & Chemicals, Inc.

Basic Materials
-560
- 18.7%
$285.5 - $335.62 $160K - $188K
2.43K $705K
XOM
Exxon Mobil Corp

Energy
-712
- 11.63%
$105.51 - $125.37 $75.1K - $89.3K
5.41K $581K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-471
- 9.35%
$114.08 - $125.68 $53.7K - $59.2K
4.56K $522K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.52K
- 10.09%
$38.37 - $42.82 $58.2K - $65K
13.5K $518K
EFG
Msci Eafe Growth ETF

ETFs
-401
- 9.03%
$96.83 - $106.88 $38.8K - $42.9K
4.04K $391K
AFL
Aflac Inc

Financial Services
-117
- 1.39%
$100.37 - $115.27 $11.7K - $13.5K
8.28K $856K
ISMD
Northern Lts Fd Tr Iv

ETFs
-1.27K
- 3.06%
$36.81 - $40.75 $46.8K - $51.8K
40.3K $1.51M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-1.64K
- 4.04%
$38.17 - $42.95 $62.8K - $70.6K
39.1K $1.53M
VB
Vanguard Small Cap ETF

ETFs
-272
- 8.28%
$233.76 - $261.58 $63.6K - $71.1K
3.01K $723K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-400
- 10.36%
$113.92 - $127.38 $45.6K - $51K
3.46K $398K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-506
- 2.09%
$35.89 - $39.51 $18.2K - $20K
23.8K $863K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-474
- 2.28%
$42.7 - $46.33 $20.2K - $22K
20.4K $871K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-50
- 0.74%
$99.0 - $99.5 $4.95K - $4.98K
6.69K $663K
CLX
Clorox CO

Consumer Defensive
-6
- 0.43%
$156.51 - $169.74 $939 - $1.02K
1.39K $225K
Tidal Tr Ii
-20K
- 5.44%
N/A
348K $0
WMT
Walmart Inc.

Consumer Defensive
-227
- 7.48%
$79.1 - $95.7 $18K - $21.7K
2.81K $253K
Activity Summary
Buys All Purchases 60 New Holdings 12 Increased Positions 48 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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