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Home > Institutional Investor > Sound Financial Strategies Group, Llc > Profile

Instuitional Investor - Sound Financial Strategies Group, Llc

Fund Profile
Filing Period:
Fund Name: Sound Financial Strategies Group, Llc
Portfolio Value $118,259,184
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 147,450 $14,627,040 12.37%
2.
Ishares Trust
 IEF 145,123 $13,898,430 11.75%
3.
Ishares Tr
 69,560 $7,003,996 5.92%
4.
Timothy Plan - INTL ETF
 118,577 $3,829,314 3.24%
5.
Northern Lts Fd Tr Iv - INSPIRE INTL ETF
 108,586 $3,721,242 3.15%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)