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Home > Institutional Investor > Sound Stewardship, Llc > Profile

Instuitional Investor - Sound Stewardship, Llc

Fund Profile
Filing Period:
Fund Name: Sound Stewardship, Llc
Portfolio Value $193,883,949
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 384,486 $28,309,704 14.6%
2.
Schwab Strategic Trust
 FNDF 616,513 $14,783,991 7.63%
3.
Ishares Trust
 IEF 19,907 $12,360,225 6.38%
4.
Abrdn Precious Metals Basket
 69,351 $9,580,814 4.94%
5.
Ishares Tr - EAFE SML CP ETF
 129,532 $9,414,369 4.86%
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)