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Sound Financial Strategies Group, LLC

All holdings · as of Dec 31, 2025

109 positions

CompanyClassValueShares% of portfolio
GENERAL DYNAMICS CORP$672.6K1,9980.5%
SPDR INDEX SHS FDS$680.4K14,5360.5%
NUCOR CORP$684.1K4,1940.5%
FEDERAL REALTY INVESTMENT TRUST$684.5K6,7910.5%
ATMOS ENERGY CORP$689.8K4,1150.5%
Medtronic plc$692.5K7,2090.5%
Chubb Ltd$692.6K2,2190.5%
CINCINNATI FINANCIAL CORP$696.4K4,2640.5%
NEXTERA ENERGY INC$708.6K8,8270.5%
VANGUARD INTL EQUITY INDEX F$716.4K4,9980.5%
ABBOTT LABORATORIES$717.9K5,7300.5%
LINDE PLC$722.3K1,6940.5%
ALBEMARLE CORP$724.3K5,1210.5%
CH Robinson Worldwide Inc$750.1K4,6660.5%
Apple Inc.$753.3K2,7710.5%
EXPEDITORS INTERNATIONAL OF WASHINGTON INC$762.0K5,1140.5%
MCDONALD'S CORP$764.1K2,5000.5%
INTERNATIONAL BUSINESS MACHINES CORP$782.0K2,6400.6%
PACER FDS TR$820.0K22,3560.6%
VANGUARD INTL EQUITY INDEX F$825.5K18,0080.6%
CHEVRON CORP$834.1K5,4730.6%
ISHARES TR$848.2K11,8780.6%
NVIDIA Corp$850.6K4,5610.6%
EXXON MOBIL CORP$852.6K7,0850.6%
CATERPILLAR INC$916.6K1,6000.6%
GLOBAL X FDS$930.4K44,0950.7%
ISHARES BITCOIN TRUST ETF$960.2K19,3390.7%
SPDR S&P 500 ETF TR$976.5K1,4320.7%
VANGUARD INDEX FDS$1.01M3,9070.7%
ISHARES TR$1.01M8,4210.7%
TIMOTHY PLAN$1.13M29,2090.8%
SPDR SERIES TRUST$1.13M12,3730.8%
STRATEGY SHS$1.13M42,7190.8%
COHEN & STEERS QUALITY INCOME REALTY FUND INCRQIClosed-End Fund$1.15M100,5640.8%
ALPS ETF TR$1.22M25,9730.9%
ISHARES TR$1.31M24,9110.9%
FIRST TR EXCHANGE TRADED FD$1.36M8,8961.0%
PROSHARES TR$1.38M13,2371.0%
ISHARES TR$1.41M20,3561.0%
TIMOTHY PLAN$1.76M42,4971.2%
NORTHERN LTS FD TR IV$1.77M45,9241.3%
SIMPLIFY EXCHANGE TRADED FUN$2.04M74,7021.4%
KRANESHARES TRUST$2.06M79,3621.5%
LITMAN GREGORY FDS TR$2.13M75,8421.5%
EASTGROUP PROPERTIES INC$2.24M12,5511.6%
FIRST TR EXCHANGE-TRADED FD$2.69M18,9581.9%
TIMOTHY PLAN$2.83M62,2042.0%
VANGUARD SCOTTSDALE FDS$2.83M23,2392.0%
NORTHERN LTS FD TR IV$2.92M11,7772.1%
KRANESHARES TRUST$3.05M110,9772.2%
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