Sound Stewardship, LLC
CIK 1998101 · Holdings on Mar 31, 2025 · First reported Apr 16, 2025
Top ten holdings
Q1 2025- BND15.54%
- FNDB7.50%
- IVV5.91%
- GLTR5.63%
- SCZ4.62%
- FNDA4.26%
- BSCQ4.15%
- BSCR4.07%
- BSCP4.02%
- FNDF3.82%
Share classes counted separately59.52%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BSCSWeight increased · +2.99 pp0.70% → 3.69%Shares +259.91K (+443.37%)
- IVVWeight decreased · -0.71 pp6.62% → 5.91%Shares -487 (-2.57%)
- VGTWeight decreased · -0.62 pp3.13% → 2.51%Shares -333 (-3.93%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $27.27M | 15.54% | 371.26K shares | 15.09% → 15.54%+0.45 pp +18.17K (+5.15%) | Added | ↗▾ |
| 02 | FNDBSCHWAB FNDMNTL US BRD MR ETFFUNDAMENTAL US B View history and evidence | $13.16M | 7.50% | 572.12K shares | 8.05% → 7.50%-0.55 pp -10.45K (-1.79%) | Reduced | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $10.37M | 5.91% | 18.45K shares | 6.62% → 5.91%-0.71 pp -487 (-2.57%) | Reduced | ↗▾ |
| 04 | GLTRABRDN PRECIOUS METALS BASKETPHYSCL PRECS MET View history and evidence | $9.88M | 5.63% | 76.33K shares | 5.26% → 5.63%+0.37 pp -4.26K (-5.29%) | Reduced | ↗▾ |
| 05 | SCZISHARES MSCI EAFE SMALL-CAPEAFE SML CP ETF View history and evidence | $8.11M | 4.62% | 127.58K shares | 4.54% → 4.62%+0.08 pp +1.82K (+1.45%) | Added | ↗▾ |
| 06 | FNDASCHWAB FNDMNTL US SM CO ETFFUNDAMENTAL US S View history and evidence | $7.47M | 4.26% | 272.70K shares | 4.80% → 4.26%-0.54 pp +502 (+0.18%) | Added | ↗▾ |
| 07 | BSCQINVESCO BULLETSHARES 2026 CBBULSHS 2026 CB View history and evidence | $7.28M | 4.15% | 373.94K shares | 4.24% → 4.15%-0.09 pp +6.65K (+1.81%) | Added | ↗▾ |
| 08 | BSCRINVESCO BULLETSHARES 2027 CBBULSHS 2027 CB View history and evidence | $7.13M | 4.07% | 364.20K shares | 4.05% → 4.07%+0.02 pp +14.54K (+4.16%) | Added | ↗▾ |
| 09 | BSCPINVESCO BULLETSHARES 2025 CBBULSHS 2025 CB View history and evidence | $7.05M | 4.02% | 341.05K shares | 4.16% → 4.02%-0.14 pp +1.78K (+0.52%) | Added | ↗▾ |
| 10 | FNDFSCHWAB FNDMN INTL LRG CO ETFFUNDAMENTAL INTL View history and evidence | $6.70M | 3.82% | 185.52K shares | 3.64% → 3.82%+0.18 pp +855 (+0.46%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TSLA TESLA INC | Non-derivative | -787 | -$317.96K | SEC filing ↗ | SEC filing ↗ |
| PG PROCTER & GAMBLE CO/THE | Non-derivative | -1,439 | -$241.29K | SEC filing ↗ | SEC filing ↗ |
| XBI SS SPDR S&P BIOTECH ETF | Non-derivative | -2,398 | -$215.96K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1998101 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 175516731
}Research all 60 reported holdings.
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