Sound Stewardship

Sound Stewardship as of March 31, 2025

Portfolio Holdings for Sound Stewardship

Sound Stewardship holds 60 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 15.5 $27M 371k 73.45
Schwab Strategic Tr Fundamental Us B (FNDB) 7.5 $13M 572k 23.01
Ishares Tr Core S&p500 Etf (IVV) 5.9 $10M 19k 561.90
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 5.6 $9.9M 76k 129.47
Ishares Tr Eafe Sml Cp Etf (SCZ) 4.6 $8.1M 128k 63.53
Schwab Strategic Tr Fundamental Us S (FNDA) 4.3 $7.5M 273k 27.39
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 4.2 $7.3M 374k 19.48
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 4.1 $7.1M 364k 19.59
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 4.0 $7.1M 341k 20.68
Schwab Strategic Tr Fundamental Intl (FNDF) 3.8 $6.7M 186k 36.14
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 3.7 $6.5M 319k 20.35
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.5 $6.2M 122k 50.83
Ishares Tr Tips Bd Etf (TIP) 3.1 $5.5M 49k 111.09
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $4.9M 85k 58.35
Ishares Msci Emrg Chn (EMXC) 2.7 $4.8M 87k 55.09
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $4.7M 45k 104.57
Vanguard World Inf Tech Etf (VGT) 2.5 $4.4M 8.1k 542.35
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 1.6 $2.9M 76k 37.86
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $2.4M 8.8k 274.83
Ishares Tr Core Div Grwth (DGRO) 1.1 $2.0M 32k 61.78
Spdr Ser Tr Portfli High Yld (SPHY) 1.1 $1.9M 83k 23.42
Ishares Tr Intl Sel Div Etf (IDV) 1.0 $1.8M 57k 31.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $1.7M 38k 45.26
Timothy Plan Intl Etf (TPIF) 0.9 $1.5M 54k 28.75
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.9 $1.5M 32k 48.31
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.7 $1.2M 51k 23.05
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.7 $1.2M 50k 23.19
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.7 $1.1M 51k 22.40
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.6 $1.0M 48k 21.64
Ishares Tr Msci Usa Esg Slc (SUSA) 0.6 $980k 8.5k 114.87
Timothy Plan U S Sm Cp Core (TPSC) 0.5 $900k 24k 37.03
Microsoft Corporation (MSFT) 0.5 $898k 2.4k 375.42
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $833k 6.8k 122.02
Apple (AAPL) 0.4 $772k 3.5k 222.14
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.4 $634k 15k 42.44
Wisdomtree Tr Intl Smcap Div (DLS) 0.3 $571k 8.6k 66.00
Canadian Pacific Kansas City (CP) 0.3 $546k 7.8k 70.21
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.3 $515k 16k 31.85
Ishares Tr Core Msci Total (IXUS) 0.3 $510k 7.3k 69.81
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $436k 11k 38.34
Nextera Energy (NEE) 0.2 $423k 6.0k 70.89
Ishares Tr Msci Eafe Etf (EFA) 0.2 $422k 5.2k 81.72
Alliant Energy Corporation (LNT) 0.2 $418k 6.5k 64.35
Ishares Gold Tr Ishares New (IAU) 0.2 $399k 6.8k 58.96
Agilent Technologies Inc C ommon (A) 0.2 $381k 3.3k 116.99
NVIDIA Corporation (NVDA) 0.2 $344k 3.2k 108.38
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $325k 5.7k 56.63
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $317k 14k 22.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $316k 615.00 514.20
Epr Pptys Com Sh Ben Int (EPR) 0.2 $296k 5.6k 52.61
Evergy (EVRG) 0.2 $292k 4.2k 68.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $282k 504.00 559.39
Garmin SHS (GRMN) 0.2 $278k 1.3k 217.14
Wal-Mart Stores (WMT) 0.2 $278k 3.2k 87.79
Commerce Bancshares (CBSH) 0.2 $274k 4.4k 62.23
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $258k 9.6k 26.89
Metropcs Communications (TMUS) 0.1 $248k 930.00 266.71
Amazon (AMZN) 0.1 $229k 1.2k 190.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $217k 407.00 532.58
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $212k 818.00 258.61