Sound Stewardship, LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$175.5B
Holdings
60
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BNDVANGUARD BD INDEX FDS | 371,256 | $27.3B | 15.54% | |
| 2 | FNDBSCHWAB STRATEGIC TR | 572,124 | $13.2B | 7.50% | |
| 3 | IVVISHARES TR | 18,451 | $10.4B | 5.91% | |
| 4 | GLTRABRDN PRECIOUS METALS BASKET | 76,326 | $9.9B | 5.63% | |
| 5 | SCZISHARES TR | 127,583 | $8.1B | 4.62% | |
| 6 | FNDASCHWAB STRATEGIC TR | 272,702 | $7.5B | 4.26% | |
| 7 | BSCQINVESCO EXCH TRD SLF IDX FD | 373,945 | $7.3B | 4.15% | |
| 8 | BSCRINVESCO EXCH TRD SLF IDX FD | 364,204 | $7.1B | 4.07% | |
| 9 | BSCPINVESCO EXCH TRD SLF IDX FD | 341,051 | $7.1B | 4.02% | |
| 10 | FNDFSCHWAB STRATEGIC TR | 185,516 | $6.7B | 3.82% | |
| 11 | BSCSINVESCO EXCH TRD SLF IDX FD | 318,528 | $6.5B | 3.69% | |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 122,375 | $6.2B | 3.54% | |
| 13 | TIPISHARES TR | 49,247 | $5.5B | 3.12% | |
| 14 | IJHISHARES TR | 84,654 | $4.9B | 2.81% | |
| 15 | EMXCISHARES INC | 86,952 | $4.8B | 2.73% | |
| 16 | IJRISHARES TR | 44,739 | $4.7B | 2.67% | |
| 17 | VGTVANGUARD WORLD FD | 8,137 | $4.4B | 2.51% | |
| 18 | PRFZINVESCO EXCHANGE TRADED FD T | 75,963 | $2.9B | 1.64% | |
| 19 | VTIVANGUARD INDEX FDS | 8,794 | $2.4B | 1.38% | |
| 20 | DGROISHARES TR | 31,811 | $2.0B | 1.12% | |
| 21 | SPHYSPDR SER TR | 82,753 | $1.9B | 1.10% | |
| 22 | IDV*ISHARES TR | 57,200 | $1.8B | 1.01% | |
| 23 | VWOVANGUARD INTL EQUITY INDEX F | 38,145 | $1.7B | 0.98% | |
| 24 | TPIFTIMOTHY PLAN | 53,518 | $1.5B | 0.88% | |
| 25 | DGSWISDOMTREE TR | 31,757 | $1.5B | 0.87% | |
| 26 | BSJPINVESCO EXCH TRD SLF IDX FD | 50,942 | $1.2B | 0.67% | |
| 27 | BSJQINVESCO EXCH TRD SLF IDX FD | 50,186 | $1.2B | 0.66% | |
| 28 | BSJRINVESCO EXCH TRD SLF IDX FD | 51,299 | $1.1B | 0.65% | |
| 29 | BSJSINVESCO EXCH TRD SLF IDX FD | 47,551 | $1.0B | 0.59% | |
| 30 | SUSAISHARES TR | 8,532 | $980.1M | 0.56% | |
| 31 | TPSCTIMOTHY PLAN | 24,292 | $899.5M | 0.51% | |
| 32 | MSFTMICROSOFT CORP | 2,393 | $898.4M | 0.51% | |
| 33 | ITOTISHARES TR | 6,826 | $832.9M | 0.47% | |
| 34 | AAPLAPPLE INC | 3,476 | $772.2M | 0.44% | |
| 35 | TPLCTIMOTHY PLAN | 14,929 | $633.6M | 0.36% | |
| 36 | DLSWISDOMTREE TR | 8,645 | $570.6M | 0.33% | |
| 37 | CPCANADIAN PACIFIC KANSAS CITY | 7,778 | $546.1M | 0.31% | |
| 38 | NUDMNUSHARES ETF TR | 16,164 | $514.8M | 0.29% | |
| 39 | IXUSISHARES TR | 7,299 | $509.5M | 0.29% | |
| 40 | NUSCNUSHARES ETF TR | 11,377 | $436.2M | 0.25% | |
| 41 | NEENEXTERA ENERGY INC | 5,972 | $423.4M | 0.24% | |
| 42 | EFAISHARES TR | 5,169 | $422.4M | 0.24% | |
| 43 | LNTALLIANT ENERGY CORP | 6,491 | $417.7M | 0.24% | |
| 44 | IAU*ISHARES GOLD TR | 6,764 | $398.8M | 0.23% | |
| 45 | AG8AGILENT TECHNOLOGIES INC | 3,257 | $381.0M | 0.22% | |
| 46 | NVDANVIDIA CORPORATION | 3,177 | $344.3M | 0.20% | |
| 47 | EWXSPDR INDEX SHS FDS | 5,733 | $324.6M | 0.18% | |
| 48 | SCHXSCHWAB STRATEGIC TR | 14,350 | $316.9M | 0.18% | |
| 49 | VOOVANGUARD INDEX FDS | 615 | $316.2M | 0.18% | |
| 50 | EPREPR PPTYS | 5,626 | $296.0M | 0.17% | |
| 51 | EVRGEVERGY INC | 4,232 | $291.8M | 0.17% | |
| 52 | SPYSPDR S&P 500 ETF TR | 504 | $281.9M | 0.16% | |
| 53 | GRMNGARMIN LTD | 1,281 | $278.2M | 0.16% | |
| 54 | WMTWALMART INC | 3,163 | $277.7M | 0.16% | |
| 55 | CBSHCOMMERCE BANCSHARES INC | 4,402 | $273.9M | 0.16% | |
| 56 | SCHPSCHWAB STRATEGIC TR | 9,592 | $257.9M | 0.15% | |
| 57 | TMUST-MOBILE US INC | 930 | $248.0M | 0.14% | |
| 58 | AMZNAMAZON COM INC | 1,203 | $229.0M | 0.13% | |
| 59 | BRK/BBERKSHIRE HATHAWAY INC DEL | 407 | $216.8M | 0.12% | |
| 60 | VOVANGUARD INDEX FDS | 818 | $211.5M | 0.12% |