Back to Sound Financial Strategies Group, LLC

Sound Financial Strategies Group, LLC

All holdings · as of Dec 31, 2025

109 positions

CompanyClassValueShares% of portfolio
COCA COLA CO$293.8K4,2020.2%
AbbVie Inc.$263.9K1,1550.2%
HOME DEPOT, INC.$248.4K7220.2%
CARDINAL HEALTH INC$211.0K1,0270.1%
ISHARES TR$201.5K5,4190.1%
Global X Artificial Intelligence & Technology ETF$22.4K4400.0%
GLOBAL X FDS$22.1K6110.0%
VANGUARD INDEX FDS$2.0K70.0%
GLOBAL X FDS$17140.0%
← PrevPage 3 of 3Next →