The Analysis of Sound Stewardship, LLC's Holdings
Currently, Sound Stewardship, LLC holds 66 types of securities in its portfolio with a total value $208.4M. In the most recent quarter, they have increased their positions in BND (+14.4K shares, valued at $1.1M), IJR (+5.8K shares, valued at $694.9K), FNDB (+17.3K shares, valued at $445.6K); decreased their positions in GLTR (-2.1K shares, valued at $346.0K), VTI (-640 shares, valued at $210.0K), DGRO (-2.6K shares, valued at $175.4K); initiated new positions in TSLA (+547 shares, valued at $243.5K), BSCT (+12.9K shares, valued at $242.3K), DSI (+1.7K shares, valued at $215.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS398.9K shares3.76%2025-09-302025-10-15
FNDB SCHWAB STRATEGIC TR633.8K shares2.81%2025-09-302025-10-15 IVV ISHARES TR20.2K shares1.59%2025-09-302025-10-15 GLTR ABRDN PRECIOUS METALS BASKET67.3K shares-3.02%2025-09-302025-10-15 SCZ ISHARES TR128.8K shares-0.56%2025-09-302025-10-15 FNDA SCHWAB STRATEGIC TR288.0K shares-1.85%2025-09-302025-10-15 FNDF SCHWAB STRATEGIC TR189.0K shares-0.33%2025-09-302025-10-15 VEA VANGUARD TAX-MANAGED FDS132.2K shares2.70%2025-09-302025-10-15 BSCQ INVESCO EXCH TRD SLF IDX FD399.4K shares4.62%2025-09-302025-10-15 BSCR INVESCO EXCH TRD SLF IDX FD387.7K shares3.74%2025-09-302025-10-15 BSCS INVESCO EXCH TRD SLF IDX FD367.7K shares4.96%2025-09-302025-10-15 BSCP INVESCO EXCH TRD SLF IDX FD345.0K shares0.38%2025-09-302025-10-15 IJR ISHARES TR57.4K shares11.34%2025-09-302025-10-15 VGT VANGUARD WORLD FD8.6K shares-1.31%2025-09-302025-10-15 IJH ISHARES TR95.6K shares3.97%2025-09-302025-10-15 EMXC ISHARES INC86.9K shares-1.17%2025-09-302025-10-15 TIP ISHARES TR52.5K shares3.44%2025-09-302025-10-15 PRFZ INVESCO EXCHANGE TRADED FD T77.8K shares-0.30%2025-09-302025-10-15 VTI VANGUARD INDEX FDS9.5K shares-6.34%2025-09-302025-10-15 VWO VANGUARD INTL EQUITY INDEX F44.2K shares2.68%2025-09-302025-10-15 SPHY SPDR SERIES TRUST90.5K shares4.68%2025-09-302025-10-15 IDV ISHARES TR57.1K shares-0.50%2025-09-302025-10-15 DGS WISDOMTREE TR35.7K shares4.13%2025-09-302025-10-15 DGRO ISHARES TR29.3K shares-8.08%2025-09-302025-10-15 TPIF TIMOTHY PLAN47.8K shares-9.87%2025-09-302025-10-15 BSJQ INVESCO EXCH TRD SLF IDX FD52.8K shares4.09%2025-09-302025-10-15 BSJS INVESCO EXCH TRD SLF IDX FD55.6K shares4.99%2025-09-302025-10-15 MSFT MICROSOFT CORP2.4K shares-1.38%2025-09-302025-10-15 BSJR INVESCO EXCH TRD SLF IDX FD53.2K shares3.90%2025-09-302025-10-15 BSJP INVESCO EXCH TRD SLF IDX FD51.3K shares0.09%2025-09-302025-10-15 XVV ISHARES TR19.1K shares2.29%2025-09-302025-10-15 TPSC TIMOTHY PLAN23.1K shares-4.24%2025-09-302025-10-15 ESML ISHARES TR20.6K shares2.54%2025-09-302025-10-15 AAPL APPLE INC3.5K shares0.00%2025-09-302025-10-15 ITOT ISHARES TR6.0K shares-7.35%2025-09-302025-10-15 NUDM NUSHARES ETF TR17.6K shares3.57%2025-09-302025-10-15 TPLC TIMOTHY PLAN14.2K shares-5.79%2025-09-302025-10-15 EPR EPR PPTYS10.9K shares0.00%2025-09-302025-10-15 DLS WISDOMTREE TR7.8K shares-9.68%2025-09-302025-10-15 IXUS ISHARES TR7.2K shares-1.37%2025-09-302025-10-15 NVDA NVIDIA CORPORATION2.9K shares-2.18%2025-09-302025-10-15 CP CANADIAN PACIFIC KANSAS CITY7.0K shares-9.63%2025-09-302025-10-15 SUSA ISHARES TR3.4K shares0.03%2025-09-302025-10-15 EFA ISHARES TR4.9K shares-2.79%2025-09-302025-10-15 IAU ISHARES GOLD TR6.2K shares0.00%2025-09-302025-10-15 LNT ALLIANT ENERGY CORP6.5K shares0.00%2025-09-302025-10-15 NEE NEXTERA ENERGY INC5.7K shares-3.53%2025-09-302025-10-15 A AGILENT TECHNOLOGIES INC3.3K shares0.00%2025-09-302025-10-15 EWX SPDR INDEX SHS FDS5.7K shares-0.96%2025-09-302025-10-15 SCHX SCHWAB STRATEGIC TR14.4K shares-1.11%2025-09-302025-10-15 VOO VANGUARD INDEX FDS610 shares-0.33%2025-09-302025-10-15 SPY SPDR S&P 500 ETF TR504 shares-4.73%2025-09-302025-10-15 EVRG EVERGY INC4.2K shares0.00%2025-09-302025-10-15 WMT WALMART INC3.1K shares0.00%2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL594 shares-0.17%2025-09-302025-10-15 AMZN AMAZON COM INC1.2K shares0.25%2025-09-302025-10-15 CBSH COMMERCE BANCSHARES INC4.4K shares0.00%2025-09-302025-10-15 NUEM NUSHARES ETF TR7.1K shares4.80%2025-09-302025-10-15 TSLA TESLA INC547 sharesnew addition2025-09-302025-10-15 BSCT INVESCO EXCH TRD SLF IDX FD12.9K sharesnew addition2025-09-302025-10-15 XJH ISHARES TR5.5K shares3.79%2025-09-302025-10-15 VO VANGUARD INDEX FDS820 shares0.24%2025-09-302025-10-15 SCHP SCHWAB STRATEGIC TR8.8K shares-4.60%2025-09-302025-10-15 GRMN GARMIN LTD905 shares-10.04%2025-09-302025-10-15 DSI ISHARES TR1.7K sharesnew addition2025-09-302025-10-15 JPM JPMORGAN CHASE & CO.655 sharesnew addition2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available