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CIK: 0001998101
Total reported value
$242.4M
$242.4M
60 檔
28.4%
As reported in its official Q1 2025 Form 13F filing, Sound Stewardship, LLC's tracked investment portfolio stood at $242.4M with 60 total positions.
During Q1 2025, 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 | 15.54% | -1.00% | +5.15% | |
| 2 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 7.50% | +0.18% | -1.79% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.91% | +0.36% | -2.57% | |
| 4 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 5.63% | -1.21% | -5.29% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 4.62% | -0.09% | +1.45% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 4.26% | +0.40% | +0.18% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 4.15% | -0.38% | +1.81% | |
| 8 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 4.07% | -0.27% | +4.16% | |
| 9 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 4.02% | — | +0.53% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.82% | -0.03% | +0.46% | |
| 11 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 3.69% | -0.29% | +443.37% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.54% | +0.17% | +1.52% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.12% | -0.22% | +1.71% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.81% | +0.14% | -0.40% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.73% | +0.39% | +1.17% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.67% | +0.23% | +0.63% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.51% | +0.54% | -3.93% | |
| 18 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.64% | +0.14% | -0.09% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.38% | +0.02% | -0.61% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.12% | -0.02% | -0.26% | |
| 21 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.10% | -0.03% | +0.08% | |
| 22 | IDV | Ishares International Select | ETF-Other | 1.01% | -0.14% | -0.42% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.98% | +0.06% | +0.46% | |
| 24 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.88% | -0.09% | -0.92% | |
| 25 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.87% | +0.03% | +2.37% | |
| 26 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.67% | — | +1.41% | |
| 27 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.66% | -0.06% | +1.81% | |
| 28 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.65% | -0.04% | +2.56% | |
| 29 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.59% | -0.04% | — | |
| 30 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.56% | +0.01% | -16.52% | |
| 31 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.51% | -0.01% | -1.00% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | +0.03% | -7.07% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.47% | +0.01% | -0.26% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.44% | +0.14% | +6.72% | |
| 35 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.36% | -0.04% | -0.91% | |
| 36 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.33% | -0.03% | -2.26% | |
| 37 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.31% | -0.01% | -5.90% | |
| 38 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.29% | -0.01% | -2.83% | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.29% | — | -2.86% | |
| 40 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.25% | — | — | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.24% | -0.04% | -5.67% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.24% | -0.01% | +0.76% | |
| 43 | LNT | Alliant Energy CORP | Stock-Utilities | 0.24% | -0.01% | — | |
| 44 | IAU | Ishares Gold Trust | ETF-Commodities | 0.23% | -0.05% | — | |
| 45 | A | Agilent Technologies Inc | Stock-Healthcare | 0.22% | -0.02% | +4.16% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.07% | +26.37% | |
| 47 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.18% | — | -5.44% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.18% | +0.01% | -2.99% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | — | -6.25% | |
| 50 | EPR | Epr Properties | Stock-Real Estate | 0.17% | -0.03% | +15.55% |
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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BND, FNDB, IVV) accounted for 28.4% of total reported equity market value during Q1 2025.
During Q1 2025, Sound Stewardship, LLC's top holdings by market value included BND (15.5%)、FNDB (7.5%)、IVV (5.9%). The largest single position, BND, represented 15.5% of total portfolio value.
In Q1 2025, 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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