The Analysis of Sound Stewardship, LLC's Holdings
Currently, Sound Stewardship, LLC holds 63 types of securities in its portfolio with a total value $208.7M. In the most recent quarter, they have increased their positions in BSCT (+101.4K shares, valued at $1.9M), BND (+19.1K shares, valued at $1.4M), BSCS (+32.9K shares, valued at $677.3K); decreased their positions in GLTR (-8.8K shares, valued at $1.8M), VGT (-661 shares, valued at $498.3K), IJR (-2.0K shares, valued at $240.6K); initiated new positions in BSJT (+16.0K shares, valued at $344.3K), N/A (+756 shares, valued at $236.6K), XBI (+1.7K shares, valued at $213.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS418.1K shares4.80%2025-12-312026-01-30
FNDB SCHWAB STRATEGIC TR635.0K shares0.19%2025-12-312026-01-30 IVV ISHARES TR20.2K shares-0.30%2025-12-312026-01-30 GLTR ABRDN PRECIOUS METALS BASKET58.5K shares-13.06%2025-12-312026-01-30 SCZ ISHARES TR131.3K shares1.92%2025-12-312026-01-30 FNDA SCHWAB STRATEGIC TR301.2K shares4.58%2025-12-312026-01-30 FNDF SCHWAB STRATEGIC TR187.4K shares-0.81%2025-12-312026-01-30 VEA VANGUARD TAX-MANAGED FDS132.5K shares0.18%2025-12-312026-01-30 BSCS INVESCO EXCH TRD SLF IDX FD400.6K shares8.94%2025-12-312026-01-30 BSCQ INVESCO EXCH TRD SLF IDX FD419.3K shares4.98%2025-12-312026-01-30 BSCR INVESCO EXCH TRD SLF IDX FD410.4K shares5.86%2025-12-312026-01-30 IJR ISHARES TR55.4K shares-3.49%2025-12-312026-01-30 EMXC ISHARES INC88.7K shares2.08%2025-12-312026-01-30 IJH ISHARES TR97.4K shares1.94%2025-12-312026-01-30 TIP ISHARES TR56.0K shares6.63%2025-12-312026-01-30 VGT VANGUARD WORLD FD7.9K shares-7.72%2025-12-312026-01-30 VTI VANGUARD INDEX FDS9.4K shares-1.07%2025-12-312026-01-30 VWO VANGUARD INTL EQUITY INDEX F42.8K shares-3.00%2025-12-312026-01-30 IDV ISHARES TR56.8K shares-0.44%2025-12-312026-01-30 SPHY SPDR SERIES TRUST93.8K shares3.66%2025-12-312026-01-30 BSCT INVESCO EXCH TRD SLF IDX FD114.3K shares787.56%2025-12-312026-01-30 DGS WISDOMTREE TR35.9K shares0.43%2025-12-312026-01-30 DGRO ISHARES TR28.1K shares-4.06%2025-12-312026-01-30 TPIF TIMOTHY PLAN56.1K shares17.43%2025-12-312026-01-30 BSJS INVESCO EXCH TRD SLF IDX FD59.8K shares7.45%2025-12-312026-01-30 BSJQ INVESCO EXCH TRD SLF IDX FD56.3K shares6.61%2025-12-312026-01-30 BSJR INVESCO EXCH TRD SLF IDX FD55.3K shares3.91%2025-12-312026-01-30 TPSC TIMOTHY PLAN28.1K shares21.61%2025-12-312026-01-30 MSFT MICROSOFT CORP2.0K shares-16.14%2025-12-312026-01-30 ESML ISHARES TR20.2K shares-1.89%2025-12-312026-01-30 ITOT ISHARES TR6.1K shares0.98%2025-12-312026-01-30 AAPL APPLE INC3.1K shares-11.22%2025-12-312026-01-30 XVV ISHARES TR15.4K shares-19.37%2025-12-312026-01-30 TPLC TIMOTHY PLAN17.2K shares20.76%2025-12-312026-01-30 DLS WISDOMTREE TR7.8K shares0.04%2025-12-312026-01-30 IXUS ISHARES TR6.7K shares-6.56%2025-12-312026-01-30 NUDM NUSHARES ETF TR15.5K shares-11.99%2025-12-312026-01-30 EPR EPR PPTYS10.9K shares0.00%2025-12-312026-01-30 NVDA NVIDIA CORPORATION2.7K shares-7.82%2025-12-312026-01-30 EFA ISHARES TR4.9K shares0.12%2025-12-312026-01-30 NEE NEXTERA ENERGY INC5.7K shares-0.31%2025-12-312026-01-30 SUSA ISHARES TR3.2K shares-4.67%2025-12-312026-01-30 LNT ALLIANT ENERGY CORP6.5K shares0.00%2025-12-312026-01-30 A AGILENT TECHNOLOGIES INC3.1K shares-6.20%2025-12-312026-01-30 SCHX SCHWAB STRATEGIC TR14.8K shares2.64%2025-12-312026-01-30 EWX SPDR INDEX SHS FDS5.7K shares0.33%2025-12-312026-01-30 BSJT INVESCO EXCH TRD SLF IDX FD16.0K sharesnew addition2025-12-312026-01-30 SPY SPDR S&P 500 ETF TR504 shares0.00%2025-12-312026-01-30 EVRG EVERGY INC4.2K shares0.00%2025-12-312026-01-30 NUEM NUSHARES ETF TR7.1K shares0.20%2025-12-312026-01-30 TSLA TESLA INC547 shares0.00%2025-12-312026-01-30 XJH ISHARES TR5.5K shares-0.85%2025-12-312026-01-30 VO VANGUARD INDEX FDS821 shares0.12%2025-12-312026-01-30 ALPHABET INC ALPHABET INC756 sharesnew addition2025-12-312026-01-30 SCHP SCHWAB STRATEGIC TR8.9K shares0.52%2025-12-312026-01-30 XBI SPDR SERIES TRUST1.7K sharesnew addition2025-12-312026-01-30 JPM JPMORGAN CHASE & CO.655 shares0.00%2025-12-312026-01-30 CBSH COMMERCE BANCSHARES INC3.9K shares-10.97%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available