Sound Stewardship, LLC
CIK 1998101 · Holdings on Sep 30, 2023 · First reported Oct 26, 2023
Top ten holdings
Q3 2023- FNDB7.04%
- IVV5.23%
- GLTR4.85%
- BSCO4.65%
- BSCP4.52%
- 46138J8664.45%
- BSCQ4.17%
- FNDA3.93%
- SCZ3.88%
- FNDF3.34%
Share classes counted separately46.06%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | FNDBSCHWAB FNDMNTL US BRD MR ETFSCHWAB FDT US BM View history and evidence | $10.48M | 7.04% | 190.28K shares | — | ↗▾ | |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $7.79M | 5.23% | 18.15K shares | — | ↗▾ | |
| 03 | GLTRABRDN PRECIOUS METALS BASKETPHYSCL PRECS MET View history and evidence | $7.23M | 4.85% | 85.88K shares | — | ↗▾ | |
| 04 | BSCOINVESCO BULLETSHARES 2024 CBBULSHS 2024 CB View history and evidence | $6.93M | 4.65% | 335.36K shares | — | ↗▾ | |
| 05 | BSCPINVESCO BULLETSHARES 2025 CBBULSHS 2025 CB View history and evidence | $6.73M | 4.52% | 334.60K shares | — | ↗▾ | |
| 06 | 46138J866INVESCO EXCH TRD SLF IDX FDBULSHS 2023 CB View history and evidence | $6.63M | 4.45% | 312.27K shares | — | ↗▾ | |
| 07 | BSCQINVESCO BULLETSHARES 2026 CBBULSHS 2026 CB View history and evidence | $6.21M | 4.17% | 330.44K shares | — | ↗▾ | |
| 08 | FNDASCHWAB FNDMNTL US SM CO ETFSCHWAB FDT US SC View history and evidence | $5.86M | 3.93% | 120.84K shares | — | ↗▾ | |
| 09 | SCZISHARES MSCI EAFE SMALL-CAPEAFE SML CP ETF View history and evidence | $5.78M | 3.88% | 102.41K shares | — | ↗▾ | |
| 10 | FNDFSCHWAB FNDMN INTL LRG CO ETFSCHWB FDT INT LG View history and evidence | $4.97M | 3.34% | 156.87K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1998101 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-26
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 148914771
}Research all 65 reported holdings.
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