Sound Financial Strategies Group, LLC holdings history

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191 is the total number of securities Sound Financial Strategies Group, LLC has owned. The longest Sound Financial Strategies Group, LLC has owned a single stock is 16 quarters.

Sound Financial Strategies Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
DGRO ISHARES TR16160.27%1.61%13.67%Q4 2019Q3 202316
PWS PACER FDS TR16160.15%1.40%3.90%Q4 2019Q3 202316
IEFA ISHARES TR16160.07%0.59%4.68%Q4 2019Q3 202316
ISTB ISHARES TR16160.00%0.07%0.28%Q4 2019Q3 202316
PTBD PACER FDS TR15150.01%15.16%32.15%Q1 2020Q3 202315
GPC GENUINE PARTS CO1140.31%0.79%1.80%Q4 2019Q3 202315
XOM EXXON MOBIL CORP1140.24%0.62%1.63%Q4 2019Q3 202315
DOV DOVER CORP1040.33%0.69%1.47%Q4 2019Q3 202314
CTAS CINTAS CORP1040.30%0.67%1.72%Q4 2019Q3 202314
GWW GRAINGER W W INC1040.29%0.60%0.91%Q4 2019Q3 202314
NOBL PROSHARES TR1210.35%1.56%12.24%Q4 2019Q3 202313
LOW LOWES COS INC1010.34%0.68%1.59%Q4 2019Q3 202313
CVX CHEVRON CORP NEW610.26%0.54%0.96%Q4 2019Q3 202313
APD AIR PRODS & CHEMS INC940.28%0.48%0.95%Q4 2019Q3 202313
SPGI S&P GLOBAL INC1020.29%0.45%0.97%Q4 2019Q3 202312
IQLT ISHARES TR12120.06%0.44%2.17%Q4 2020Q3 202312
IMTM ISHARES TR12120.06%0.16%0.69%Q4 2020Q3 202312
MTUM ISHARES TR11110.06%0.74%4.53%Q1 2021Q3 202311
SHW SHERWIN WILLIAMS CO920.30%0.67%1.78%Q4 2019Q3 202311
PEP PEPSICO INC520.28%0.62%0.90%Q4 2019Q3 202311
CB CHUBB LIMITED510.27%0.48%0.91%Q4 2019Q3 202311
LIN LINDE PLC1010.30%0.47%0.91%Q4 2019Q4 202211
ABBV ABBVIE INC740.29%0.44%0.72%Q4 2020Q3 202311
QUAL ISHARES TR11110.06%0.39%1.48%Q1 2021Q3 202311
ABT ABBOTT LABS920.28%0.39%0.96%Q4 2019Q3 202311
ROP ROPER TECHNOLOGIES INC510.37%0.75%1.42%Q4 2019Q3 202310
ED CONSOLIDATED EDISON INC420.45%0.73%1.29%Q4 2019Q3 202310
KO COCA COLA CO420.27%0.62%0.89%Q4 2019Q3 202310
SYY SYSCO CORP410.31%0.61%1.61%Q4 2019Q4 202210
MCD MCDONALDS CORP510.28%0.58%0.89%Q4 2019Q3 202310
KMB KIMBERLY-CLARK CORP510.29%0.57%0.86%Q4 2019Q3 202310
WMT WALMART INC510.29%0.50%0.87%Q4 2019Q3 202310
PG PROCTER & GAMBLE CO510.26%0.47%0.90%Q4 2019Q3 202310
TGT TARGET CORP10100.28%0.43%1.14%Q4 2019Q1 202210
AGG ISHARES TR630.02%16.88%41.06%Q4 2019Q2 20239
VTWO VANGUARD SCOTTSDALE FDS720.06%2.15%7.81%Q1 2021Q2 20239
SPLV INVESCO EXCH TRADED FD...810.10%1.61%6.00%Q1 2021Q3 20239
AFL AFLAC INC410.49%0.77%1.38%Q4 2019Q3 20239
MKC MCCORMICK & CO INC510.36%0.62%1.76%Q4 2019Q3 20239
ITW ILLINOIS TOOL WKS INC540.28%0.59%0.78%Q4 2020Q3 20239
CAT CATERPILLAR INC540.27%0.53%0.87%Q4 2020Q3 20239
CLX CLOROX CO DEL540.31%0.52%0.82%Q4 2019Q3 20239
EXPD EXPEDITORS INTL WASH INC540.29%0.50%0.75%Q4 2020Q3 20239
JNJ JOHNSON & JOHNSON510.29%0.38%0.82%Q4 2019Q3 20239
ADM ARCHER DANIELS MIDLAND CO710.26%0.34%0.48%Q4 2020Q3 20239
VONG VANGUARD SCOTTSDALE FDS620.00%3.08%7.80%Q2 2021Q2 20238
EFG ISHARES TR530.00%1.19%3.24%Q2 2021Q2 20238
BDX BECTON DICKINSON & CO410.48%0.75%1.39%Q4 2019Q3 20238
ECL ECOLAB INC530.34%0.74%1.63%Q4 2019Q3 20238
ADP AUTOMATIC DATA PROCESS...410.27%0.72%1.59%Q4 2019Q3 20238
CINF CINCINNATI FINL CORP410.41%0.68%1.44%Q4 2019Q3 20238
ALB ALBEMARLE CORP620.28%0.62%1.74%Q4 2020Q4 20228
AOS SMITH A O CORP440.26%0.53%0.76%Q1 2021Q3 20238
PNR PENTAIR PLC530.31%0.50%0.84%Q4 2020Q3 20238
EMR EMERSON ELEC CO510.30%0.49%0.81%Q1 2021Q3 20238
PPG PPG INDS INC530.26%0.46%0.76%Q4 2020Q3 20238
IEMG ISHARES INC710.15%0.45%2.40%Q4 2019Q2 20228
TIMOTHY PLAN770.03%1.82%4.05%Q1 2022Q3 20237
CAH CARDINAL HEALTH INC610.32%0.86%1.59%Q4 2020Q3 20237
IUSG ISHARES TR610.00%0.82%1.58%Q4 2019Q1 20237
PTLC PACER FDS TR770.34%0.74%1.42%Q1 2022Q3 20237
ATO ATMOS ENERGY CORP210.30%0.64%0.89%Q4 2020Q3 20237
HRL HORMEL FOODS CORP610.28%0.49%0.88%Q4 2019Q2 20227
AMCR AMCOR PLC510.30%0.46%0.88%Q4 2020Q4 20227
BEN FRANKLIN RESOURCES INC410.29%0.44%0.67%Q1 2021Q3 20237
IJR ISHARES TR610.00%0.12%0.25%Q4 2019Q1 20237
CFA VICTORY PORTFOLIOS II770.06%0.10%0.24%Q4 2019Q2 20217
CDL VICTORY PORTFOLIOS II770.05%0.07%0.14%Q4 2019Q2 20217
HYG ISHARES TR660.46%17.90%26.36%Q3 2020Q4 20216
IEF ISHARES TR420.06%11.10%49.30%Q1 2020Q2 20236
EFV ISHARES TR210.86%2.37%4.43%Q4 2020Q2 20236
EELV INVESCO EXCH TRADED FD...660.00%0.71%1.19%Q3 2021Q4 20226
NUE NUCOR CORP510.32%0.68%0.91%Q1 2021Q4 20226
WST WEST PHARMACEUTICAL SV...660.32%0.63%0.90%Q4 2020Q1 20226
TPHD TIMOTHY PLAN660.02%0.44%1.65%Q1 2021Q2 20226
TPIF TIMOTHY PLAN660.00%0.41%1.13%Q1 2021Q2 20226
PIE INVESCO EXCH TRADED FD...410.00%0.30%1.77%Q2 2021Q3 20236
JNK SPDR SER TR310.01%5.05%25.19%Q4 2021Q3 20235
VONV VANGUARD SCOTTSDALE FDS320.02%2.54%6.56%Q1 2021Q3 20225
HYMB SPDR SER TR411.78%2.43%2.98%Q4 2020Q2 20235
SCHC SCHWAB STRATEGIC TR550.60%1.44%2.64%Q4 2020Q4 20215
VTEB VANGUARD MUN BD FDS550.98%1.14%1.59%Q4 2019Q4 20205
CL COLGATE PALMOLIVE CO210.28%0.63%0.88%Q4 2020Q3 20235
IUSB ISHARES TR550.01%0.62%1.04%Q4 2019Q4 20205
SJM SMUCKER J M CO320.32%0.51%0.69%Q4 2020Q3 20235
PBCT PEOPLES UNITED FINANCI...550.30%0.43%0.91%Q1 2021Q1 20225
HD HOME DEPOT INC550.32%0.34%0.40%Q4 2020Q4 20215
VTHR VANGUARD SCOTTSDALE FDS550.07%0.34%0.61%Q2 2021Q2 20225
TROW PRICE T ROWE GROUP INC550.30%0.32%0.38%Q4 2020Q4 20215
SWK STANLEY BLACK & DECKER...550.26%0.31%0.34%Q4 2020Q4 20215
TIMOTHY PLAN320.00%0.04%0.15%Q4 2021Q3 20235
VGSH VANGUARD SCOTTSDALE FDS440.00%15.06%34.38%Q4 2021Q3 20224
EEMS ISHARES INC210.83%1.82%2.39%Q4 2020Q2 20234
CHD CHURCH & DWIGHT CO INC310.74%0.81%0.91%Q1 2022Q3 20234
VFC V F CORP440.48%0.79%1.62%Q4 2019Q3 20204
IBM INTERNATIONAL BUSINESS...210.67%0.77%0.88%Q2 2022Q3 20234
FRT FEDERAL RLTY INVT TR440.47%0.66%1.10%Q4 2019Q3 20204
MOAT VANECK VECTORS ETF TR440.49%0.58%0.70%Q1 2021Q4 20214
NEE NEXTERA ENERGY INC210.30%0.58%0.89%Q4 2020Q4 20224
MDT MEDTRONIC PLC440.28%0.47%1.01%Q4 2019Q3 20204
ZTS ZOETIS INC440.23%0.42%0.91%Q4 2019Q3 20204
DG DOLLAR GEN CORP NEW440.23%0.42%0.89%Q4 2019Q3 20204
AMT AMERICAN TOWER CORP NEW440.22%0.39%0.87%Q4 2019Q3 20204
COST COSTCO WHSL CORP NEW440.22%0.39%0.84%Q4 2019Q3 20204
UNP UNION PACIFIC CORP440.23%0.38%0.75%Q4 2019Q3 20204
FIS FIDELITY NATL INFORMAT...440.23%0.38%0.81%Q4 2019Q3 20204
A AGILENT TECHNOLOGIES INC440.22%0.37%0.72%Q4 2019Q3 20204
ROST ROSS STORES INC440.21%0.37%0.82%Q4 2019Q3 20204
CCI CROWN CASTLE INTL CORP...440.22%0.37%0.77%Q4 2019Q3 20204
SYK STRYKER CORPORATION440.23%0.36%0.74%Q4 2019Q3 20204
OTIS OTIS WORLDWIDE CORP440.30%0.31%0.32%Q1 2021Q4 20214
MMM 3M CO440.27%0.29%0.31%Q1 2021Q4 20214
LEG LEGGETT & PLATT INC440.26%0.29%0.32%Q1 2021Q4 20214
VEU VANGUARD INTL EQUITY I...440.14%0.26%0.40%Q2 2021Q1 20224
SGOV ISHARES TR337.90%25.75%53.19%Q1 2023Q3 20233
FEVR NORTHERN LTS FD TR IV330.06%3.94%5.94%Q2 2021Q4 20213
ILTB ISHARES TR332.39%2.41%2.44%Q1 2020Q3 20203
BILS SPDR SER TR330.58%1.22%2.14%Q1 2023Q3 20233
GD GENERAL DYNAMICS CORP210.76%0.84%0.90%Q1 2022Q4 20223
WWJD NORTHERN LTS FD TR IV330.36%0.82%1.10%Q2 2021Q4 20213
LINDE PLC330.76%0.78%0.80%Q1 2023Q3 20233
BIBL NORTHERN LTS FD TR IV330.10%0.59%0.87%Q2 2021Q4 20213
AVGO BROADCOM INC330.31%0.36%0.43%Q2 2021Q4 20213
TSCO TRACTOR SUPPLY CO330.31%0.36%0.40%Q2 2021Q4 20213
POOL POOL CORP330.32%0.35%0.41%Q2 2021Q4 20213
APH AMPHENOL CORP NEW330.31%0.35%0.40%Q2 2021Q4 20213
JBHT HUNT J B TRANS SVCS INC330.32%0.35%0.39%Q2 2021Q4 20213
AMP AMERIPRISE FINL INC330.32%0.35%0.38%Q2 2021Q4 20213
MPC MARATHON PETE CORP330.32%0.34%0.36%Q2 2021Q4 20213
RJF RAYMOND JAMES FINL INC330.32%0.34%0.37%Q2 2021Q4 20213
KEY KEYCORP330.32%0.34%0.36%Q2 2021Q4 20213
HBAN HUNTINGTON BANCSHARES INC330.31%0.34%0.35%Q2 2021Q4 20213
BR BROADRIDGE FINL SOLUTI...330.31%0.34%0.36%Q2 2021Q4 20213
VLO VALERO ENERGY CORP330.32%0.33%0.35%Q2 2021Q4 20213
ADI ANALOG DEVICES INC330.32%0.33%0.34%Q2 2021Q4 20213
AVY AVERY DENNISON CORP330.32%0.33%0.34%Q2 2021Q4 20213
TXN TEXAS INSTRS INC330.31%0.32%0.33%Q2 2021Q4 20213
EMN EASTMAN CHEM CO330.30%0.32%0.35%Q2 2021Q4 20213
HON HONEYWELL INTL INC330.32%0.32%0.32%Q2 2021Q4 20213
IP INTERNATIONAL PAPER CO330.26%0.30%0.32%Q2 2021Q4 20213
BFB BROWN FORMAN CORP210.26%0.30%0.35%Q4 2020Q3 20233
TPSC TIMOTHY PLAN330.01%0.20%0.43%Q1 2021Q3 20213
GLD SPDR GOLD TR330.14%0.16%0.17%Q1 2023Q3 20233
GLRY NORTHERN LTS FD TR IV330.03%0.08%0.11%Q2 2021Q4 20213
ESGE ISHARES INC330.00%0.00%0.00%Q1 2020Q3 20203
BIL SPDR SER TR110.06%30.67%61.28%Q3 2022Q3 20232
ANGL VANECK ETF TRUST110.34%27.50%54.66%Q4 2022Q3 20232
KDFI KRANESHARES TR2212.28%12.45%12.63%Q1 2020Q2 20202
HYD VANECK ETF TRUST111.64%1.85%2.06%Q4 2021Q4 20222
O REALTY INCOME CORP220.87%0.88%0.88%Q1 2022Q2 20222
FEDERAL RLTY INVT TR NEW110.73%0.81%0.88%Q1 2022Q4 20222
NDSN NORDSON CORP220.64%0.65%0.66%Q2 2023Q3 20232
ARE ALEXANDRIA REAL ESTATE...220.31%0.33%0.36%Q4 2020Q1 20212
MAA MID-AMER APT CMNTYS INC220.32%0.33%0.34%Q4 2020Q1 20212
WTRG ESSENTIAL UTILS INC220.30%0.32%0.35%Q4 2020Q1 20212
ELS EQUITY LIFESTYLE PPTYS...220.31%0.32%0.34%Q4 2020Q1 20212
EVRG EVERGY INC220.32%0.32%0.32%Q4 2020Q1 20212
LHX L3HARRIS TECHNOLOGIES INC220.32%0.32%0.32%Q4 2020Q1 20212
JKHY HENRY JACK & ASSOC INC220.29%0.32%0.34%Q4 2020Q1 20212
DLR DIGITAL RLTY TR INC220.30%0.31%0.33%Q4 2020Q1 20212
FDS FACTSET RESH SYS INC220.29%0.31%0.34%Q4 2020Q1 20212
SO SOUTHERN CO220.30%0.31%0.32%Q4 2020Q1 20212
LNT ALLIANT ENERGY CORP220.30%0.30%0.31%Q4 2020Q1 20212
AEP AMERICAN ELEC PWR CO INC220.29%0.30%0.31%Q4 2020Q1 20212
CMS CMS ENERGY CORP220.29%0.30%0.31%Q4 2020Q1 20212
ES EVERSOURCE ENERGY220.28%0.30%0.31%Q4 2020Q1 20212
WEC WEC ENERGY GROUP INC220.28%0.29%0.30%Q4 2020Q1 20212
D DOMINION ENERGY INC220.28%0.29%0.29%Q4 2020Q1 20212
TLT ISHARES TR110.00%0.08%0.16%Q4 2022Q2 20232
FALN ISHARES TR1145.00%45.00%45.00%Q2 2023Q2 20231
IAU ISHARES GOLD TRUST1111.02%11.02%11.02%Q4 2020Q4 20201
EFAV ISHARES TR116.73%6.73%6.73%Q3 2022Q3 20221
COWZ PACER FDS TR112.19%2.19%2.19%Q3 2023Q3 20231
IGRO ISHARES TR111.40%1.40%1.40%Q3 2023Q3 20231
RYT INVESCO EXCHANGE TRADE...111.36%1.36%1.36%Q4 2019Q4 20191
RYU INVESCO EXCHANGE TRADE...111.31%1.31%1.31%Q4 2019Q4 20191
EWRE INVESCO EXCHANGE TRADE...111.28%1.28%1.28%Q4 2019Q4 20191
RYF INVESCO EXCHANGE TRADE...111.28%1.28%1.28%Q4 2019Q4 20191
RGI INVESCO EXCHANGE TRADE...111.22%1.22%1.22%Q4 2019Q4 20191
BRO BROWN & BROWN INC110.88%0.88%0.88%Q1 2022Q1 20221
ESS ESSEX PPTY TR INC110.88%0.88%0.88%Q1 2022Q1 20221
ECOW PACER FDS TR110.88%0.88%0.88%Q3 2023Q3 20231
DGRE WISDOMTREE TR110.82%0.82%0.82%Q1 2023Q1 20231
CHRW C H ROBINSON WORLDWIDE...110.60%0.60%0.60%Q3 2023Q3 20231
BIV VANGUARD BD INDEX FD INC110.18%0.18%0.18%Q4 2019Q4 20191
IEUR ISHARES TR110.04%0.04%0.04%Q3 2020Q3 20201
SUB ISHARES TR110.03%0.03%0.03%Q3 2020Q3 20201
USIG ISHARES TR110.01%0.01%0.01%Q2 2023Q2 20231
MBB ISHARES TR110.01%0.01%0.01%Q2 2023Q2 20231
SHY ISHARES TR110.01%0.01%0.01%Q2 2023Q2 20231
CSB VICTORY PORTFOLIOS II110.00%0.00%0.00%Q3 2020Q3 20201
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The securities at the top of the list , including ISHARES TR, PACER FDS TR, and ISHARES TR, are the highest-conviction holdings of Sound Financial Strategies Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Sound Financial Strategies Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Sound Financial Strategies Group, LLC owns currently or has owned in the past.