Sound Stewardship, LLC: 13F holdings
CIK 19981012026Q2
| Positions | 73 |
|---|
| Reported value | $242.4m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 73 (+10 vs prior quarter) |
|---|
| Reported value | $242.4m (+11.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BND VANGUARD BD INDEX FDS | 458,601 | $33.7m | 13.9% |
| FNDB SCHWAB STRATEGIC TR | 649,548 | $19.8m | 8.2% |
| IVV ISHARES TR | 21,356 | $16.0m | 6.6% |
| FNDA SCHWAB STRATEGIC TR | 321,406 | $12.2m | 5.0% |
| SCZ ISHARES TR | 137,157 | $11.3m | 4.7% |
| VEA VANGUARD TAX-MANAGED FDS | 137,663 | $9.8m | 4.0% |
| EWU SCHWAB STRATEGIC TR | 184,993 | $9.8m | 4.0% |
| BSCS INVESCO EXCH TRD SLF IDX FD | 437,452 | $8.9m | 3.7% |
| GLTR ABRDN PRECIOUS METALS BASKET | 48,878 | $8.9m | 3.7% |
| BSCR INVESCO EXCH TRD SLF IDX FD | 445,738 | $8.7m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1998101")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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