Sound Income Strategies, LLC ETFs

Sound Income Strategies, LLC

$1.63 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IAGG Ishares Tr Core Intl Aggregate	$0	$170,000 0.01% of portfolio	3,331	Q2 2025 New
XLE Energy Sector Spdr	$0	$170,000 0.01% of portfolio	2,008	Q2 2025 Added 20.46%
IWX Ishares Tr Russell 200 Value E	$0	$169,000 0.01% of portfolio	2,019	Q2 2025 Added 6.88%
XLK Technology Sector Spdr	$0	$167,000 0.01% of portfolio	660	Q2 2025 Reduced 11.41%
SCHD Schwab Strategic Tr Us Dividen	$0	$164,000 0.01% of portfolio	6,219	Q2 2025 Reduced 18.67%
VGT Vanguard Information Technolog	$0	$164,000 0.01% of portfolio	248	Q2 2025 Added 16.98%
IJH Ishares Core S&P Mid Cap ETF	$0	$163,000 0.01% of portfolio	2,644	Q2 2025 Added 19.64%
IWD Ishares Russell 1000 Val ETF	$0	$161,000 0.01% of portfolio	831	Q2 2025 Added 97.86%
SCHX Schwab Strategic Tr Us Large C	$0	$161,000 0.01% of portfolio	6,597	Q2 2025 Reduced 40.4%
SPYG Spdr Portfolio	$0	$158,000 0.01% of portfolio	1,659	Q2 2025 Added 35.32%
VT Vanguard Total World Stk Index	$0	$154,000 0.01% of portfolio	1,199	Q2 2025 Added 829.46%
DBA Invesco Db Agriculture Fund	$2.41B	$153,000 0.01% of portfolio	5,889	Q2 2025 New
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$153,000 0.01% of portfolio	1,527	Q2 2025 Reduced 92.95%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$143,000 0.01% of portfolio	2,945	Q2 2025 Added 353.08%
MUB Ishares National Muni Bond ETF	$0	$138,000 0.01% of portfolio	1,329	Q2 2025 Added 285.22%
IWM Ishares Russell 2000 ETF	$0	$137,000 0.01% of portfolio	638	Q2 2025 Added 79.72%
DFUV Dimensional ETF Tr Us Marketwi	$0	$136,000 0.01% of portfolio	3,225	Q4 2024 New
MBB Ishares Tr	$0	$130,000 0.01% of portfolio	1,395	Q2 2025 Reduced 36.99%
XLF Financial Sector Spdr	$0	$124,000 0.01% of portfolio	2,381	Q2 2025 Reduced 88.49%
VFH Vanguard Financial ETF	$0	$124,000 0.01% of portfolio	980	Q2 2025 Reduced 2.0%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$121,000 0.01% of portfolio	1,526	Q2 2025 Reduced 6.38%
VB Vanguard Small Cap ETF	$0	$118,000 0.01% of portfolio	501	Q2 2025 Reduced 22.8%
DBC Invesco Db Commodity Index Tracking Fund	$3.55B	$113,000 0.01% of portfolio	5,208	Q2 2025 New
NOBL Proshares S&P 500 Dividend Ari	$0	$109,000 0.01% of portfolio	1,084	Q2 2025 Added 508.99%
VDC Vanguard Consumer Staples ETF	$0	$109,000 0.01% of portfolio	502	Q4 2024 Added 153.54%
FSMD Fidelity Covington Tr Small Mi	$0	$108,000 0.01% of portfolio	2,605	Q2 2025 Reduced 50.0%
GLTR Abrdn Precious Metals Basket ETF Trust	$1.97B	$107,000 0.01% of portfolio	780	Q2 2025 New
IWP Ishares Russell Mid Cap Growth	$0	$106,000 0.01% of portfolio	768	Q2 2025 Reduced 12.53%
IBB Ishares Biotechnology ETF	$0	$104,000 0.01% of portfolio	823	Q2 2025 Added 330.89%
HYLB Xtrackers Usd High Yield Corp	$0	$101,000 0.01% of portfolio	2,755	Q2 2025 Reduced 2.3%
PKW Invesco Exchange Traded Fd Tr	$0	$100,000 0.01% of portfolio	813	Q3 2019 New
IWS Ishares Russell Midcap Value E	$0	$94,000 0.01% of portfolio	717	Q2 2025 Added 9.63%
VEU Vanguard Ftse All World Ex Us	$0	$91,000 0.01% of portfolio	1,358	Q2 2025 Added 781.82%
FNDX Schwab Fundamental U S Large C	$0	$90,000 0.01% of portfolio	3,684	Q2 2025 Reduced 49.15%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$87,000 0.01% of portfolio	1,585	Q2 2025 Reduced 25.69%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$87,000 0.01% of portfolio	800	Q2 2025 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$86,000 0.01% of portfolio	1,233	Q3 2024 Reduced 69.46%
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$85,000 0.01% of portfolio	4,171	Q2 2025 Reduced 14.09%
IUSG Ishares Core S&P U.S Growth Et	$0	$84,000 0.01% of portfolio	565	Q2 2025 Reduced 0.18%
BAR Granite Shares Gold Trust	$2.1B	$83,000 0.01% of portfolio	2,548	Q1 2025 Added 343.13%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$81,000 0.0% of portfolio	1,705	Q2 2025 Added 54.16%
VLUE Ishares Msci Usa Value Factor	$0	$80,000 0.0% of portfolio	712	Q2 2025 Reduced 10.78%
VGIT Vanguard Intermediate Term Tre	$0	$80,000 0.0% of portfolio	1,350	Q2 2025 Reduced 18.97%
BIZD Vaneck Vectors ETF Tr Bdc Inco	$0	$78,000 0.0% of portfolio	4,792	Q2 2025 Reduced 11.72%
XLG Invesco Exchange Traded Fd Tr	$0	$77,000 0.0% of portfolio	1,488	Q2 2025 Reduced 6.42%
TDIV First Trust Nasdaq Technology	$0	$76,000 0.0% of portfolio	849	Q2 2025 Added 0.35%
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$76,000 0.0% of portfolio	1,488	Q2 2025 Added 2.34%
HYG Ishares Tr	$0	$75,000 0.0% of portfolio	930	Q1 2025 Reduced 32.71%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$74,000 0.0% of portfolio	1,896	Q2 2025 Added 4.29%
TLT Ishares Barclays 20+ Year Trea	$0	$74,000 0.0% of portfolio	846	Q2 2025 Reduced 53.77%

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