Fund HoldingsSound Financial Strategies Group, LLC

Total Portfolio Value
$115.08M
Total Bought
$28.33M
Total Sold
$33.10M
Net Transaction
-$4.76M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
TIMOTHY PLAN0100,774+100,77402,6732.32%+2,673
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
090,432+90,43202,6642.32%+2,664
TIMOTHY PLAN037,515+37,51501,3331.16%+1,333
NORTHERN LTS FD TR IV
INSPIRE SML/ MID
038,472+38,47201,3321.16%+1,332
TIMOTHY PLAN021,513+21,51308730.76%+873
TIMOTHY PLAN024,452+24,45208550.74%+855
ESSEX PPTY TR INC(ESS)02,910+2,91007920.69%+792
ISHARES TR
MSCI USA QLT FCT
04,575+4,57507810.68%+781
BROWN & BROWN INC(BRO)08,469+8,46907570.66%+757
PRICE T ROWE GROUP INC(TROW)06,346+6,34607320.64%+732
VANGUARD INDEX FDS03,320+3,32007240.63%+724
ISHARES TR013,348+13,34807080.62%+708
GENERAL DYNAMICS CORP(GD)02,416+2,41607010.61%+701
MEDTRONIC PLC(MDT)08,771+8,77106900.60%+690
SYSCO CORP(SYY)09,224+9,22406590.57%+659
STANLEY BLACK & DECKER INC(SWK)07,960+7,96006360.55%+636
WEST PHARMACEUTICAL SVSC INC(WST)01,913+1,91306300.55%+630
NUCOR CORP(NUE)03,778+3,77805970.52%+597
VANGUARD INTL EQUITY INDEX F05,061+5,06105950.52%+595
SPDR INDEX SHS FDS
ST PORT MARK ETF
015,120+15,12005700.49%+570
3M CO(MMM)05,402+5,40205520.48%+552
NEXTERA ENERGY INC(NEE)07,627+7,62705400.47%+540
AMCOR PLC(AMCR)055,124+55,12405390.47%+539
REALTY INCOME CORP(O)09,406+9,40604970.43%+497
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
09,234+9,23404850.42%+485
KENVUE INC(KVUE)025,821+25,82104690.41%+469
S&P GLOBAL INC(SPGI)7001,709+1,0092987620.66%+464
ISHARES TR04,469+4,46904570.40%+457
HORMEL FOODS CORP(HRL)014,353+14,35304380.38%+438
ISHARES TR03,894+3,89404150.36%+415
ABBOTT LABS2,6516,629+3,9783016890.60%+388
C H ROBINSON WORLDWIDE INC(CHRW)6,5129,762+3,2504968600.75%+364
ISHARES TR
MSCI USA MMENTM
01,619+1,61903150.27%+315
PROSHARES TR
S&P 500 DV ARIST
8,59212,253+3,6618711,1781.02%+307
AIR PRODS & CHEMS INC1,9852,999+1,0144817740.67%+293
INVESCO EXCH TRD SLF IDX FD
RUSL 2000 DYNM
06,796+6,79602470.21%+247
INVESCO EXCH TRD SLF IDX FD
INTL DEV DYNAMIC
09,665+9,66502390.21%+239
KIMBERLY-CLARK CORP(KMB)4,4555,481+1,0265767570.66%+181
MCCORMICK & CO INC(MKC)3,9906,783+2,7933064810.42%+175
EXPEDITORS INTL WASH INC(EXPD)4,9476,165+1,2186017690.67%+168
COCA COLA CO(KO)9,46011,712+2,2525797450.65%+167
CONSOLIDATED EDISON INC(ED)6,1117,702+1,5915556890.60%+134
AFLAC INC(AFL)7,3758,438+1,0636337540.65%+120
ROPER TECHNOLOGIES INC(ROP)1,1351,327+1926377480.65%+111
ATMOS ENERGY CORP(ATO)5,0036,042+1,0395957050.61%+110
EXXON MOBIL CORP5,0825,961+8795916860.60%+95
AUTOMATIC DATA PROCESSING IN2,3992,890+4915996900.60%+91
MCDONALDS CORP(MCD)2,0582,612+5545806660.58%+85
SPDR GOLD TR(GLD)1,1891,420+2312453050.27%+61
CHUBB LIMITED
COM
2,5502,798+2486617140.62%+53
CHURCH & DWIGHT CO INC(CHD)6,1826,699+5176456950.60%+50
DOVER CORP(DOV)4,0684,144+767217480.65%+27
CINCINNATI FINL CORP(CINF)5,4125,918+5066726990.61%+27
LINDE PLC(LIN)1,4581,604+1466777040.61%+27
ILLINOIS TOOL WKS INC(ITW)2,4062,829+4236466700.58%+25
EMERSON ELEC CO(EMR)6,0826,486+4046907140.62%+25
KRANESHARES TRUST147,538152,052+4,5144,4104,4343.85%+24
VANGUARD INDEX FDS0136+1360110.01%+11
ECOLAB INC(ECL)3,2663,215-517547650.66%+11
VANGUARD INDEX FDS060+600100.01%+10
ISHARES TR
CORE MSCI EAFE
0128+128090.01%+9
FRANKLIN RESOURCES INC(BEN)22,25828,333+6,0756266330.55%+8
VANGUARD INDEX FDS013+13070.01%+7
ISHARES TR
CORE 1 5 YR USD
0101+101050.00%+5
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
167,379159,841-7,5384,8004,8054.18%+4
CINTAS CORP(CTAS)1,0791,057-227417400.64%-1
PACER FDS TR
EMRG MKT CASH
890-8920-2
PACER FDS TR
US CASH COWS 100
830-8350-5
ISHARES TR580-5850-5
ISHARES TR
MSCI INTL QUALTY
1610-16160-6
NORDSON CORP(NDSN)2,3792,747+3686536370.55%-16
SPDR SER TR
ST BLOO HIGH ETF
1760-176170-17
PACER FDS TR
TRENDPILOT US BD
1,1130-1,113230-23
SPDR SER TR
ST STR BL 12 ETF
6,9696,737-2326936690.58%-23
LOWES COS INC(LOW)2,7973,084+2877126800.59%-33
TIMOTHY PLAN1,3200-1,320330-33
PACER FDS TR
TRENDP US LAR CP
8120-812390-39
SMITH A O CORP(AOS)7,9968,200+2047156710.58%-45
INTERNATIONAL BUSINESS MACHS(IBM)3,8013,934+1337266800.59%-45
SPDR SER TR
ST STR BLO 1 ETF
9,9099,308-6019108540.74%-55
SHERWIN WILLIAMS CO(SHW)2,2132,314+1017696910.60%-78
JOHNSON & JOHNSON(JNJ)1,8571,400-4572942050.18%-89
ISHARES TR
CORE DIV GRWTH
14,95913,502-1,4578697780.68%-91
GRAINGER W W INC(GWW)759752-77726780.59%-94
PROCTER AND GAMBLE CO(PG)1,9841,272-7123222100.18%-112
PENTAIR PLC(PNR)9,3588,952-4068006860.60%-113
ISHARES TR6040-6041270-127
SMUCKER J M CO(SJM)4,7664,311-4556004700.41%-130
CATERPILLAR INC(CAT)2,2422,002-2408226670.58%-155
GENUINE PARTS CO(GPC)4,1383,124-1,0146414320.38%-209
ARCHER DANIELS MIDLAND CO3,9720-3,9722490-249
BROWN FORMAN CORP(BF-A)4,8600-4,8602510-251
BECTON DICKINSON & CO(BDX)2,203889-1,3145452080.18%-337
PACER FDS TR
WEALTHSHIELD
12,4110-12,4113660-366
WALMART INC(WMT)10,5183,365-7,1536332280.20%-405
ABBVIE INC(ABBV)3,7841,238-2,5466892120.18%-477
CARDINAL HEALTH INC(CAH)6,0732,037-4,0366802000.17%-479
CLOROX CO DEL(CLX)4,4601,472-2,9886832010.17%-482
TIDAL TR II
BLUE CH ASSE ETF
379,951368,050-11,9019,8809,3678.14%-514
PEPSICO INC(PEP)3,2630-3,2635710-571
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