$149 Million is the total value of Sound Stewardship, LLC's 65 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 7.2% |
| ABRDN PRECIOUS METALS BASKET | 4 | Q3 2023 | 5.7% |
| ISHARES TR | 4 | Q3 2023 | 5.3% |
| INVESCO EXCH TRD SLF IDX FD | 4 | Q3 2023 | 4.9% |
| INVESCO EXCH TRD SLF IDX FD | 4 | Q3 2023 | 5.1% |
| INVESCO EXCH TRD SLF IDX FD | 4 | Q3 2023 | 4.6% |
| ISHARES TR | 4 | Q3 2023 | 4.1% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 4.0% |
| INVESCO EXCH TRD SLF IDX FD | 4 | Q3 2023 | 4.2% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 3.4% |
View Sound Stewardship, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.