Sound Financial Strategies Group, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $109 Million distributed in 91 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 $17.6M, Ishares Barclays with a value of $16.8M, Ishares Trishares 0 3 Mnth Tre with a value of $6.49M, Kraneshares Tr Kfa Mlm Index E with a value of $4.03M, and Litman Gregory Fds Tr Imgp Dbi with a value of $3.94M.
Examining the 13F form we can see an decrease of $4.2M in the current position value, from $114M to 109M.
Below you can find more details about Sound Financial Strategies Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$109 Million
ETFs: $68.8 Million
Industrials: $13.4 Million
Consumer Defensive: $6.96 Million
Financial Services: $5.36 Million
Consumer Cyclical: $3.09 Million
Basic Materials: $3.04 Million
Utilities: $2.58 Million
Real Estate: $2.54 Million
Other: $3.67 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
