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Sound Financial Strategies Group, LLC

All holdings · as of Dec 31, 2025

109 positions

CompanyClassValueShares% of portfolio
GLOBAL X FDS—$17140.0%
VANGUARD INDEX FDS—$2.0K70.0%
GLOBAL X FDS—$22.1K6110.0%
Global X Artificial Intelligence & Technology ETF—$22.4K4400.0%
ISHARES TR—$201.5K5,4190.1%
CARDINAL HEALTH INC—$211.0K1,0270.1%
HOME DEPOT, INC.—$248.4K7220.2%
AbbVie Inc.—$263.9K1,1550.2%
COCA COLA CO—$293.8K4,2020.2%
Broadcom Inc.—$294.5K8510.2%
JOHNSON & JOHNSON—$308.6K1,4910.2%
Amazon.com Inc—$352.0K1,5250.2%
SMITH A O CORP—$401.4K6,0020.3%
CHURCH & DWIGHT CO INC /DE—$417.6K4,9800.3%
West Pharmaceutical Services Inc—$440.2K1,6000.3%
MICROSOFT CORP—$455.1K9410.3%
VANGUARD INDEX FDS—$461.5K9460.3%
Alphabet Inc.—$467.9K1,4910.3%
BROWN & BROWN, INC.—$485.3K6,0890.3%
KIMBERLY CLARK CORP—$496.3K4,9190.4%
GENUINE PARTS CO—$510.5K4,1520.4%
ROPER TECHNOLOGIES INC—$514.6K1,1560.4%
J M SMUCKER Co—$523.7K5,3540.4%
DOVER Corp—$535.2K2,7410.4%
AUTOMATIC DATA PROCESSING INC—$537.6K2,0900.4%
CINTAS CORP—$548.8K2,9180.4%
ISHARES TR—$555.2K4,8740.4%
Air Products & Chemicals, Inc.—$562.0K2,2750.4%
SPDR GOLD TR—$562.8K1,4200.4%
Archer-Daniels-Midland Co—$563.1K9,7940.4%
PEPSICO INC—$568.6K3,9620.4%
PROCTER & GAMBLE Co—$575.7K4,0170.4%
T Rowe Price Group Inc—$578.1K5,6470.4%
SHERWIN WILLIAMS CO—$586.2K1,8090.4%
Fastenal Co—$595.7K14,8450.4%
ESSEX PROPERTY TRUST, INC.—$597.9K2,2850.4%
SYSCO CORP—$609.5K8,2710.4%
ILLINOIS TOOL WORKS INC—$619.4K2,5150.4%
ECOLAB INC.—$626.9K2,3880.4%
Franklin Resources, Inc.—$631.2K26,4200.4%
W.W. GRAINGER, INC.—$634.7K6290.4%
Consolidated Edison Inc—$635.3K6,3960.4%
EMERSON ELECTRIC CO—$636.1K4,7930.4%
SPDR SERIES TRUST—$641.1K6,4610.5%
S&P Global Inc.—$641.7K1,2280.5%
PENTAIR plc—$641.9K6,1640.5%
LOWES COMPANIES INC—$646.3K2,6800.5%
NORDSON CORP—$660.2K2,7460.5%
EVERSOURCE ENERGY—$666.6K9,9000.5%
AFLAC INC—$671.3K6,0870.5%
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