Fund HoldingsSound Financial Strategies Group, LLC

Total Portfolio Value
$124.51M
Total Bought
$29.41M
Total Sold
$22.31M
Net Transaction
+$7.09M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR0192,160+192,160018,85515.14%+18,855
KRANESHARES TRUST0151,596+151,59604,4313.56%+4,431
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
90,43298,471+8,0392,6643,1812.55%+516
TIMOTHY PLAN100,774110,265+9,4912,6733,1842.56%+511
STANLEY BLACK & DECKER INC(SWK)7,9608,098+1386368920.72%+256
TIMOTHY PLAN37,51540,730+3,2151,3331,5851.27%+252
NORTHERN LTS FD TR IV
INSPIRE SML/ MID
38,47241,538+3,0661,3321,5741.26%+242
BROWN FORMAN CORP(BF-A)04,177+4,17702060.17%+206
3M CO(MMM)5,4025,507+1055527530.60%+201
PENTAIR PLC(PNR)8,9529,061+1096868860.71%+200
INTERNATIONAL BUSINESS MACHS(IBM)3,9343,980+466808800.71%+200
AFLAC INC(AFL)8,4388,393-457549380.75%+185
SHERWIN WILLIAMS CO(SHW)2,3142,287-276918730.70%+182
LOWES COS INC(LOW)3,0843,137+536808500.68%+170
KENVUE INC(KVUE)25,82127,518+1,6974696360.51%+167
MCDONALDS CORP(MCD)2,6122,708+966668250.66%+159
PROSHARES TR
S&P 500 DV ARIST
12,25312,478+2251,1781,3321.07%+154
ATMOS ENERGY CORP(ATO)6,0426,102+607058460.68%+142
CATERPILLAR INC(CAT)2,0022,060+586678060.65%+139
NEXTERA ENERGY INC(NEE)7,6277,906+2795406680.54%+128
REALTY INCOME CORP(O)9,4069,841+4354976240.50%+127
CONSOLIDATED EDISON INC(ED)7,7027,834+1326898160.66%+127
AUTOMATIC DATA PROCESSING IN2,8902,941+516908140.65%+124
MEDTRONIC PLC(MDT)8,7719,007+2366908110.65%+121
CINCINNATI FINL CORP(CINF)5,9186,000+826998170.66%+118
AIR PRODS & CHEMS INC2,9992,994-57748910.72%+118
GRAINGER W W INC(GWW)752760+86787890.63%+111
AMCOR PLC(AMCR)55,12457,272+2,1485396490.52%+110
NORDSON CORP(NDSN)2,7472,839+926377460.60%+108
CHUBB LIMITED
COM
2,7982,842+447148200.66%+106
MCCORMICK & CO INC(MKC)6,7837,133+3504815870.47%+106
BROWN & BROWN INC(BRO)8,4698,314-1557578610.69%+104
COCA COLA CO(KO)11,71211,809+977458490.68%+103
ILLINOIS TOOL WKS INC(ITW)2,8292,918+896707650.61%+94
SMITH A O CORP(AOS)8,2008,438+2386717580.61%+87
CINTAS CORP(CTAS)1,0574,018+2,9617408270.66%+87
SYSCO CORP(SYY)9,2249,517+2936597430.60%+84
ABBOTT LABS6,6296,770+1416897720.62%+83
SMUCKER J M CO(SJM)4,3114,564+2534705530.44%+83
ISHARES TR
CORE DIV GRWTH
13,50213,599+977788530.68%+75
LINDE PLC(LIN)1,6041,630+267047770.62%+73
S&P GLOBAL INC(SPGI)1,7091,607-1027628300.67%+68
TIMOTHY PLAN24,45224,256-1968559140.73%+59
DOVER CORP(DOV)4,1444,207+637488070.65%+59
ECOLAB INC(ECL)3,2153,221+67658220.66%+57
ISHARES TR13,34813,272-767087640.61%+56
VANGUARD INDEX FDS3,3203,285-357247790.63%+55
EXPEDITORS INTL WASH INC(EXPD)6,1656,259+947698220.66%+53
SPDR INDEX SHS FDS
ST PORT MARK ETF
15,12015,030-905706200.50%+51
HORMEL FOODS CORP(HRL)14,35315,397+1,0444384880.39%+50
GENERAL DYNAMICS CORP(GD)2,4162,482+667017500.60%+49
C H ROBINSON WORLDWIDE INC(CHRW)9,7628,231-1,5318609080.73%+48
GENUINE PARTS CO(GPC)3,1243,426+3024324790.38%+46
TIMOTHY PLAN21,51320,832-6818739160.74%+44
NUCOR CORP(NUE)3,7784,252+4745976390.51%+42
SPDR GOLD TR(GLD)1,4201,42003053450.28%+40
VANGUARD INTL EQUITY INDEX F5,0615,035-265956340.51%+40
ISHARES TR3,8943,862-324154520.36%+36
KIMBERLY-CLARK CORP(KMB)5,4815,570+897577930.64%+35
EXXON MOBIL CORP5,9616,122+1616867180.58%+31
ISHARES TR
MSCI USA QLT FCT
4,5754,522-537818110.65%+30
CHURCH & DWIGHT CO INC(CHD)6,6996,906+2076957230.58%+29
CLOROX CO DEL(CLX)1,4721,395-772012270.18%+26
ISHARES TR4,4694,441-284574780.38%+21
INVESCO EXCH TRD SLF IDX FD
RUSL 2000 DYNM
6,7966,749-472472670.21%+20
WEST PHARMACEUTICAL SVSC INC(WST)1,9132,159+2466306480.52%+18
WALMART INC(WMT)3,3653,034-3312282450.20%+17
ABBVIE INC(ABBV)1,2381,137-1012122250.18%+12
CARDINAL HEALTH INC(CAH)2,0371,919-1182002120.17%+12
EMERSON ELEC CO(EMR)6,4866,628+1427147250.58%+10
ISHARES TR
MSCI USA MMENTM
1,6191,599-203153240.26%+9
JOHNSON & JOHNSON(JNJ)1,4001,309-912052120.17%+8
INVESCO EXCH TRD SLF IDX FD
INTL DEV DYNAMIC
9,6659,633-322392460.20%+6
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
9,2349,211-234854880.39%+3
ROPER TECHNOLOGIES INC(ROP)1,3271,350+237487510.60%+3
ESSEX PPTY TR INC(ESS)2,9102,690-2207927950.64%+3
VANGUARD INDEX FDS136136011130.01%+2
SPDR SER TR
ST STR BL 12 ETF
6,7376,73706696710.54%+1
TIMOTHY PLAN0775+7750200.02%+20
VANGUARD INDEX FDS6060010110.01%+1
VANGUARD INDEX FDS13130770.01%0
PROCTER AND GAMBLE CO(PG)1,2721,194-782102070.17%-3
ISHARES TR
CORE 1 5 YR USD
1010-10150-5
BECTON DICKINSON & CO(BDX)889838-512082020.16%-6
ISHARES TR
CORE MSCI EAFE
1280-12890-9
SPDR SER TR
ST STR BLO 1 ETF
9,3089,109-1998548360.67%-18
PRICE T ROWE GROUP INC(TROW)6,3466,511+1657327090.57%-23
FRANKLIN RESOURCES INC(BEN)28,33329,217+8846335890.47%-45
ISHARES TR0193,900+193,900019,63615.77%+19,636
TIDAL TR II
BLUE CH ASSE ETF
368,050367,593-4579,3679,1167.32%-251
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
159,841159,175-6664,8054,4783.60%-327
KRANESHARES TRUST152,0520-152,0524,4340-4,434
ISHARES TR067,837+67,83706,8335.49%+6,833
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