Sound Financial Strategies Group, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $106 Million distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $15.2M, Ishares Barclays with a value of $10.1M, Ishares Trishares 0 3 Mnth Tre with a value of $6.45M, Timothy Plan Intl ETF (De) with a value of $3.67M, and Northern Lts Fd Tr Iv Inspire with a value of $3.55M.
Examining the 13F form we can see an decrease of $3.76M in the current position value, from $109M to 106M.
Below you can find more details about Sound Financial Strategies Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$106 Million
ETFs: $69.1 Million
Industrials: $10.3 Million
Consumer Defensive: $6.98 Million
Financial Services: $5.78 Million
Consumer Cyclical: $2.69 Million
Healthcare: $2.47 Million
Utilities: $2.33 Million
Basic Materials: $2.15 Million
Other: $3.91 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
