Filer Name: SOUND FINANCIAL STRATEGIES GROUP, LLC
CIK: 1800620
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 91
Portfolio Value: $0.12B

Sound Financial Strategies Group, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AGG US ISHARES CORE U.S. AGGREGATE 181,495 $18M 14.67% -6.4% -
IEF US ISHARES 7-10 YEAR TREASURY B 181,834 $17M 14.02% -5.4% -
TFPN US BLUEPRINT CHSPK MA TREND ETF 347,608 $9M 7.19% -5.4% -
SGOV US ISHARES 0-3 MONTH TREASURY B 64,660 $6M 5.41% -4.7% -
KMLM US KRANESHARES MT LC MN FT ID S 143,403 $4M 3.36% -5.4% -
DBMF US IMGP DBI MANAGED FUTURES STR 150,670 $4M 3.29% -5.3% -
TPIF US TIMOTHY PLAN INTERNATIONAL E 110,647 $3M 2.45% 0.3% -
WWJD US INSPIRE INTERNATIONAL ETF 96,873 $3M 2.34% -1.6% -
TPSC US TIMOTHY PLAN US SMALL CAP CO 39,086 $2M 1.27% -4.0% -
ISMD US INSPIRE SMALL/MID CAP ETF 40,267 $2M 1.26% -3.1% -
PNR US PENTAIR PLC 9,722 $1M 0.82% 7.3% -
CINF US CINCINNATI FINANCIAL CORP 6,594 $1M 0.79% 9.9% -
ATO US ATMOS ENERGY CORP 6,778 $1M 0.79% 11.1% -
ADP US AUTOMATIC DATA PROCESSING 3,251 $1M 0.79% 10.5% -
IBM US INTL BUSINESS MACHINES CORP 4,288 $1M 0.79% 7.7% -
EMR US EMERSON ELECTRIC CO 7,438 $1M 0.77% 12.2% -
BRO US BROWN & BROWN INC 9,032 $1M 0.77% 8.6% -
SPGI US S&P GLOBAL INC 1,808 $1M 0.75% 12.5% -
CB US CHUBB LTD 3,205 $1M 0.74% 12.8% -
KVUE US KENVUE INC 41,382 $1M 0.74% 50.4% -
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