Sound Financial Strategies Group, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Madison, MS
CIK
0001800620
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 90 115,079 SGOV, AGG, TFPN, DBMF 13F-HR 8/12/2024 000139834424014359
Q1 2024 69 120,244 SGOV, AGG, TFPN, DBMF 13F-HR 5/13/2024 000139834424009243
Q4 2023 68 118,702 SGOV, AGG, TIDAL TR II, DBMF 13F-HR 2/2/2024 000139834424001814
Q3 2023 72 120,996 SGOV, COWZ, IQLT, DGRO 13F-HR 11/6/2023 000139834423020187
Q2 2023 73 136,883 FALN, SGOV, VONG, SPDR SER TR 13F-HR 8/7/2023 000139834423014159
Q1 2023 56 149,883 IEF, SGOV, VONG, EFG 13F-HR 5/2/2023 000139834423008512
Q4 2022 61 137,735 ANGL, MTUM, HYD, IQLT 13F-HR 1/30/2023 000139834423001339
Q3 2022 28 66,599 BIL, EFAV, SPLV, VTWO 13F-HR 11/9/2022 000139834422021731
Q2 2022 44 127,576 VGSH, PTBD, SPLV, EFV 13F-HR 7/25/2022 000139834422013982
Q1 2022 65 181,072 PTBD, VGSH, VONV, EFV 13F-HR 5/5/2022 000139834422008837
Q4 2021 84 199,973 PTBD, JNK, VONG, FEVR 13F-HR 2/3/2022 000139834422001980
Q3 2021 82 199,172 PTBD, HYG, VONG, FEVR 13F-HR 11/3/2021 000139834421020869
Q2 2021 86 200,705 PTBD, HYG, VTWO, IEFA 13F-HR 7/30/2021 000139834421015206
Q1 2021 85 195,164 PTBD, HYG, VTWO, VONV 13F-HR 5/7/2021 000139834421009982
Q4 2020 79 182,834 PTBD, HYG, AGG, IAU 13F-HR 1/22/2021 000139834421001230
Q3 2020 65 157,766 AGG, PTBD, HYG, IEF 13F-HR 10/19/2020 000139834420020310
Q2 2020 62 154,463 AGG, KDFI, PTBD, IEF 13F-HR 7/17/2020 000139834420013957
Q1 2020 62 146,892 AGG, PTBD, KDFI, IEF 13F-HR 5/8/2020 000139834420009681
Q4 2019 64 157,864 DGRO, NOBL, AGG, PWS 13F-HR 2/14/2020 000139834420003388