Sound Financial Strategies Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $13.78M | 9.7% |
| ISHARES TR | $13.78M | 9.7% |
| ISHARES TR | $5.47M | 3.9% |
| VANGUARD INTL EQUITY INDEX F | $4.86M | 3.4% |
| iShares MSCI UAE ETF | $4.18M | 2.9% |
| iShares MSCI UAE ETF | $3.95M | 2.8% |
| TIMOTHY PLAN | $3.73M | 2.6% |
| NORTHERN LTS FD TR IV | $3.67M | 2.6% |
| SIMPLIFY EXCHANGE TRADED FUN | $3.23M | 2.3% |
| KRANESHARES TRUST | $3.05M | 2.2% |
| NORTHERN LTS FD TR IV | $2.92M | 2.1% |
| VANGUARD SCOTTSDALE FDS | $2.83M | 2.0% |
| TIMOTHY PLAN | $2.83M | 2.0% |
| FIRST TR EXCHANGE-TRADED FD | $2.69M | 1.9% |
| EASTGROUP PROPERTIES INC | $2.24M | 1.6% |
| LITMAN GREGORY FDS TR | $2.13M | 1.5% |
| KRANESHARES TRUST | $2.06M | 1.5% |
| SIMPLIFY EXCHANGE TRADED FUN | $2.04M | 1.4% |
| NORTHERN LTS FD TR IV | $1.77M | 1.3% |
| TIMOTHY PLAN | $1.76M | 1.2% |
| ISHARES TR | $1.41M | 1.0% |
| PROSHARES TR | $1.38M | 1.0% |
| FIRST TR EXCHANGE TRADED FD | $1.36M | 1.0% |
| ISHARES TR | $1.31M | 0.9% |
| ALPS ETF TR | $1.22M | 0.9% |
| COHEN & STEERS QUALITY INCOME REALTY FUND INCRQI | $1.15M | 0.8% |
| STRATEGY SHS | $1.13M | 0.8% |
| SPDR SERIES TRUST | $1.13M | 0.8% |
| TIMOTHY PLAN | $1.13M | 0.8% |
| ISHARES TR | $1.01M | 0.7% |
| VANGUARD INDEX FDS | $1.01M | 0.7% |
| SPDR S&P 500 ETF TR | $976.5K | 0.7% |
| ISHARES BITCOIN TRUST ETF | $960.2K | 0.7% |
| GLOBAL X FDS | $930.4K | 0.7% |
| CATERPILLAR INC | $916.6K | 0.6% |
| EXXON MOBIL CORP | $852.6K | 0.6% |
| NVIDIA Corp | $850.6K | 0.6% |
| ISHARES TR | $848.2K | 0.6% |
| CHEVRON CORP | $834.1K | 0.6% |
| VANGUARD INTL EQUITY INDEX F | $825.5K | 0.6% |
| PACER FDS TR | $820.0K | 0.6% |
| INTERNATIONAL BUSINESS MACHINES CORP | $782.0K | 0.6% |
| MCDONALD'S CORP | $764.1K | 0.5% |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $762.0K | 0.5% |
| Apple Inc. | $753.3K | 0.5% |
| CH Robinson Worldwide Inc | $750.1K | 0.5% |
| ALBEMARLE CORP | $724.3K | 0.5% |
| LINDE PLC | $722.3K | 0.5% |
| ABBOTT LABORATORIES | $717.9K | 0.5% |
| VANGUARD INTL EQUITY INDEX F | $716.4K | 0.5% |