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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 $151,083,016
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 194,499 $11,883,887 7.86%
2.
Ishares Trust
 IEF 18,694 $8,928,857 5.9%
3.
Abrdn Precious Metals Basket
 86,630 $7,885,063 5.21%
4.
Schwab Strategic Trust
 FNDF 127,524 $7,058,449 4.67%
5.
Invesco Exch Trd Slf Idx Fd
 331,539 $6,924,192 4.58%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)