Sound Financial Strategies Group, LLC Reduced Holdings in Q3 2024

Sound Financial Strategies Group, LLC

  • $114 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-158K
- 70.03%
$100.3 - $100.74 $15.9M - $16M
67.8K $6.83M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-666
- 0.42%
$26.82 - $30.58 $17.9K - $20.4K
159K $4.48M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-9.31K
- 4.58%
$96.25 - $101.98 $896K - $949K
194K $19.6M
ESS
Essex Property Trust, Inc.

Real Estate
-220
- 7.56%
$272.82 - $272.82 $60K - $60K
2.69K $733K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-199
- 2.14%
$91.42 - $91.82 $18.2K - $18.3K
9.11K $836K
BDX
Becton Dickinson & CO

Healthcare
-51
- 5.74%
$221.47 - $242.41 $11.3K - $12.4K
838 $202K
PG
Procter & Gamble CO

Consumer Defensive
-78
- 6.13%
$160.76 - $177.82 $12.5K - $13.9K
1.19K $206K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
-456
- 0.3%
$28.82 - $30.15 $13.1K - $13.7K
152K $4.43M
Tidal Tr Ii
-457
- 0.12%
N/A
368K $0
OMFL
Invesco Exchange Traded Self I

ETFs
-23
- 0.25%
$47.65 - $52.99 $1.1K - $1.22K
9.21K $488K
JNJ
Johnson & Johnson

Healthcare
-91
- 6.5%
$145.48 - $167.38 $13.2K - $15.2K
1.31K $212K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-20
- 1.24%
$175.46 - $203.3 $3.51K - $4.07K
1.6K $324K
ABBV
Abb Vie Inc.

Healthcare
-101
- 8.16%
$163.84 - $199.33 $16.5K - $20.1K
1.14K $224K
CAH
Cardinal Health Inc

Healthcare
-118
- 5.79%
$93.74 - $114.66 $11.1K - $13.5K
1.92K $212K
WMT
Walmart Inc.

Consumer Defensive
-331
- 9.84%
$66.91 - $81.4 $22.1K - $26.9K
3.03K $244K
OMFS
Invesco Exchange Traded Self I

ETFs
-47
- 0.69%
$35.01 - $39.74 $1.65K - $1.87K
6.75K $266K
EFG
Msci Eafe Growth ETF

ETFs
-28
- 0.63%
$96.84 - $108.77 $2.71K - $3.05K
4.44K $478K
CLX
Clorox CO

Consumer Defensive
-77
- 5.23%
$131.73 - $166.97 $10.1K - $12.9K
1.4K $227K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-53
- 1.16%
$162.64 - $179.3 $8.62K - $9.5K
4.52K $810K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-32
- 0.82%
$105.53 - $118.34 $3.38K - $3.79K
3.86K $451K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-26
- 0.51%
$112.99 - $126.45 $2.94K - $3.29K
5.04K $634K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-681
- 3.17%
$39.98 - $43.99 $27.2K - $30K
20.8K $916K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-1.53K
- 15.68%
$85.44 - $110.36 $131K - $169K
8.23K $908K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-90
- 0.6%
$36.02 - $41.68 $3.24K - $3.75K
15K $620K
EFV
Msci Eafe Value ETF

ETFs
-76
- 0.57%
$51.72 - $57.96 $3.93K - $4.4K
13.3K $763K
VB
Vanguard Small Cap ETF

ETFs
-35
- 1.05%
$214.77 - $237.72 $7.52K - $8.32K
3.29K $779K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-196
- 0.8%
$34.67 - $37.7 $6.8K - $7.39K
24.3K $914K
SPGI
S&P Global Inc.

Financial Services
-102
- 5.97%
$446.32 - $527.38 $45.5K - $53.8K
1.61K $830K
BRO
Brown & Brown, Inc.

Financial Services
-155
- 1.83%
$89.11 - $105.82 $13.8K - $16.4K
8.31K $861K
APD
Air Products & Chemicals, Inc.

Basic Materials
-5
- 0.17%
$247.34 - $300.11 $1.24K - $1.5K
2.99K $891K
SHW
Sherwin Williams CO

Basic Materials
-27
- 1.17%
$294.65 - $384.0 $7.96K - $10.4K
2.29K $872K
AFL
Aflac Inc

Financial Services
-45
- 0.53%
$88.52 - $111.8 $3.98K - $5.03K
8.39K $938K
Activity Summary
Buys All Purchases 51 New Holdings 2 Increased Positions 49 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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