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CIK: 0001998101
Total reported value
$242.4M
$242.4M
60 檔
27.6%
According to the latest 13F quarterly dataset, Sound Stewardship, LLC managed an equity portfolio of $242.4M at the end of Q4 2024, spanning 60 distinct U.S. exchange-listed positions.
During Q4 2024, Sound Stewardship, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 15.09% | -1.00% | +2.12% | |
| 2 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 8.05% | +0.18% | +193.99% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.62% | +0.36% | -1.33% | |
| 4 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 5.26% | -1.21% | -5.60% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 4.80% | +0.40% | +98.41% | |
| 6 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 4.54% | -0.09% | +3.26% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 4.24% | -0.38% | +1.32% | |
| 8 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 4.16% | — | +1.05% | |
| 9 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 4.05% | -0.27% | +1.95% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.64% | -0.03% | +3.85% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.43% | +0.17% | +4.01% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.15% | +0.14% | -1.16% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.13% | +0.54% | -1.90% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.07% | -0.22% | +2.32% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.04% | +0.23% | -0.51% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.83% | +0.39% | +4.21% | |
| 17 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.88% | +0.14% | -1.19% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.52% | +0.02% | +0.99% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.16% | -0.02% | -4.98% | |
| 20 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.15% | -0.03% | +6.26% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.99% | +0.06% | +0.07% | |
| 22 | IDV | Ishares International Select | ETF-Other | 0.93% | -0.14% | +0.20% | |
| 23 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.90% | +0.03% | +0.83% | |
| 24 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.85% | -0.09% | +4.58% | |
| 25 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.74% | +0.01% | -0.74% | |
| 26 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.70% | -0.29% | +483.12% | |
| 27 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.69% | — | +1.58% | |
| 28 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.68% | -0.06% | +1.59% | |
| 29 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.67% | -0.04% | +1.56% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | +0.03% | +17.85% | |
| 31 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.57% | -0.01% | +4.07% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.52% | +0.01% | -8.02% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.14% | +2.87% | |
| 34 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.38% | -0.04% | -0.07% | |
| 35 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.36% | -0.01% | +0.06% | |
| 36 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.33% | -0.03% | +0.89% | |
| 37 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.30% | -0.01% | -0.75% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.30% | — | +0.04% | |
| 39 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.28% | — | -0.35% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.27% | -0.04% | -0.63% | |
| 41 | A | Agilent Technologies Inc | Stock-Healthcare | 0.25% | -0.02% | — | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.23% | -0.01% | +5.93% | |
| 43 | LNT | Alliant Energy CORP | Stock-Utilities | 0.23% | -0.01% | — | |
| 44 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.21% | — | -0.21% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | -0.91% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | — | +3.45% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.20% | +0.01% | +200.41% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.07% | +2.53% | |
| 49 | IAU | Ishares Gold Trust | ETF-Commodities | 0.20% | -0.05% | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | — | — |
According to official SEC Form 13F filings, Sound Stewardship, LLC reported a total U.S. public equity portfolio value of $242.4M across 60 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BND, FNDB, IVV) accounted for 27.6% of total reported equity market value during Q4 2024.
During Q4 2024, Sound Stewardship, LLC's top holdings by market value included BND (15.1%)、FNDB (8.1%)、IVV (6.6%). The largest single position, BND, represented 15.1% of total portfolio value.
In Q4 2024, Sound Stewardship, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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