| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 7.9% |
| VANGUARD BD INDEX FDS | 7 | Q2 2024 | 14.3% |
| ISHARES TR | 7 | Q2 2024 | 6.3% |
| ABRDN PRECIOUS METALS BASKET | 7 | Q2 2024 | 5.7% |
| INVESCO EXCH TRD SLF IDX FD | 7 | Q2 2024 | 4.9% |
| INVESCO EXCH TRD SLF IDX FD | 7 | Q2 2024 | 4.6% |
| ISHARES TR | 7 | Q2 2024 | 4.5% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 4.7% |
| INVESCO EXCH TRD SLF IDX FD | 7 | Q2 2024 | 4.2% |
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 3.8% |
View Sound Stewardship, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| N-PX | 2024-07-11 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-10-26 |
View Sound Stewardship, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.