Sound Financial Strategies Group, LLC Diversified Active

CIK: 0001800620 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 3, 2021

Total Value ($000): $199,172 (100.0% shares, 0.0% debt)

Holdings (82)

PTBD PACER FDS TR 28.1%
Value ($000) $55,966 Shares 2,063,627 Est. Cost $26.69 Unrealized
HYG ISHARES TR 26.4%
Value ($000) $52,512 Shares 600,208 Est. Cost $86.00 Unrealized
VONG VANGUARD SCOTTSDALE FDS 6.7%
Value ($000) $13,277 Shares 188,404 Est. Cost $70.34 Unrealized
NORTHERN LTS FD TR IV 5.8%
Value ($000) $11,552 Shares 409,140 Est. Cost $28.23 Unrealized
MTUM ISHARES TR 1.9%
Value ($000) $3,798 Shares 21,631 Est. Cost $174.71 Unrealized
HYMB SPDR SER TR 1.8%
Value ($000) $3,540 Shares 59,050 Est. Cost $59.07 Unrealized
SCHC SCHWAB STRATEGIC TR 1.4%
Value ($000) $2,823 Shares 68,003 Est. Cost $39.83 Unrealized
EFG ISHARES TR 1.4%
Value ($000) $2,820 Shares 26,489 Est. Cost $107.28 Unrealized
WWJD NORTHERN LTS FD TR IV 1.1%
Value ($000) $2,180 Shares 63,888 Est. Cost $34.40 Unrealized
TPIF TIMOTHY PLAN 1.1%
Value ($000) $2,167 Shares 76,321 Est. Cost $28.39 Unrealized
QUAL ISHARES TR 1.0%
Value ($000) $2,029 Shares 15,402 Est. Cost $132.00 Unrealized
BIBL NORTHERN LTS FD TR IV 0.9%
Value ($000) $1,727 Shares 40,630 Est. Cost $42.52 Unrealized
EELV INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $1,403 Shares 56,959 Est. Cost $24.63 Unrealized
NUE NUCOR CORP 0.7%
Value ($000) $1,339 Shares 13,599 Est. Cost $69.18 Unrealized +43.5%
LOW LOWES COS INC 0.7%
Value ($000) $1,318 Shares 6,499 Est. Cost $137.61 Unrealized +33.4%
WST WEST PHARMACEUTICAL SVSC INC 0.6%
Value ($000) $1,270 Shares 2,991 Est. Cost $279.98 Unrealized +48.9%
DOV DOVER CORP 0.6%
Value ($000) $1,267 Shares 8,146 Est. Cost $116.15 Unrealized +34.8%
GPC GENUINE PARTS CO 0.6%
Value ($000) $1,210 Shares 9,985 Est. Cost $101.45 Unrealized +8.9%
GWW GRAINGER W W INC 0.6%
Value ($000) $1,138 Shares 2,894 Est. Cost $352.69 Unrealized +17.6%
MOAT VANECK ETF TRUST 0.5%
Value ($000) $983 Shares 13,416 Est. Cost $69.41 Unrealized
TPHD TIMOTHY PLAN 0.4%
Value ($000) $781 Shares 26,653 Est. Cost $29.31 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $768 Shares 3,879 Est. Cost $199.08 Unrealized
TSCO TRACTOR SUPPLY CO 0.4%
Value ($000) $718 Shares 3,542 Est. Cost $34.02 Unrealized +5.8%
MPC MARATHON PETE CORP 0.4%
Value ($000) $711 Shares 11,506 Est. Cost $52.24 Unrealized -0.9%
HBAN HUNTINGTON BANCSHARES INC 0.4%
Value ($000) $706 Shares 45,694 Est. Cost $12.38 Unrealized -2.7%
NOBL PROSHARES TR 0.4%
Value ($000) $702 Shares 7,934 Est. Cost $79.89 Unrealized
KEY KEYCORP 0.4%
Value ($000) $698 Shares 32,281 Est. Cost $17.23 Unrealized -5.8%
DGRO ISHARES TR 0.4%
Value ($000) $698 Shares 13,899 Est. Cost $45.42 Unrealized
APH AMPHENOL CORP NEW 0.3%
Value ($000) $693 Shares 9,461 Est. Cost $32.40 Unrealized +8.7%
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $693 Shares 2,623 Est. Cost $235.53 Unrealized +4.1%
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $691 Shares 7,491 Est. Cost $82.30 Unrealized +2.1%
JBHT HUNT J B TRANS SVCS INC 0.3%
Value ($000) $675 Shares 4,039 Est. Cost $161.76 Unrealized +1.2%
HD HOME DEPOT INC 0.3%
Value ($000) $674 Shares 2,052 Est. Cost $244.19 Unrealized +20.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $672 Shares 4,034 Est. Cost $148.08 Unrealized +6.7%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $663 Shares 9,396 Est. Cost $64.98 Unrealized -11.4%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $661 Shares 3,438 Est. Cost $164.38 Unrealized +2.2%
AVGO BROADCOM INC 0.3%
Value ($000) $661 Shares 1,363 Est. Cost $42.13 Unrealized +5.6%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $655 Shares 3,910 Est. Cost $148.11 Unrealized +4.8%
CB CHUBB LIMITED 0.3%
Value ($000) $654 Shares 3,772 Est. Cost $150.37 Unrealized +9.7%
PNR PENTAIR PLC 0.3%
Value ($000) $653 Shares 8,988 Est. Cost $47.98 Unrealized +46.9%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $649 Shares 3,131 Est. Cost $194.30 Unrealized +2.4%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $648 Shares 6,388 Est. Cost $80.31 Unrealized +3.7%
POOL POOL CORP 0.3%
Value ($000) $645 Shares 1,484 Est. Cost $400.71 Unrealized +12.1%
HON HONEYWELL INTL INC 0.3%
Value ($000) $644 Shares 3,036 Est. Cost $192.25 Unrealized +1.2%
IP INTERNATIONAL PAPER CO 0.3%
Value ($000) $630 Shares 11,265 Est. Cost $46.58 Unrealized -1.5%
SYY SYSCO CORP 0.3%
Value ($000) $625 Shares 7,959 Est. Cost $68.21 Unrealized -0.6%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $619 Shares 1,456 Est. Cost $251.66 Unrealized +66.0%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $617 Shares 2,204 Est. Cost $203.76 Unrealized +38.1%
LINDE PLC 0.3%
Value ($000) $615 Shares 2,073 Est. Cost $214.48 Unrealized
PEOPLES UNITED FINANCIAL INC 0.3%
Value ($000) $614 Shares 35,168 Est. Cost $17.87 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $612 Shares 5,177 Est. Cost $77.34 Unrealized +46.7%
AMCOR PLC 0.3%
Value ($000) $610 Shares 52,598 Est. Cost $9.26 Unrealized +7.4%
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $609 Shares 7,402 Est. Cost $60.74 Unrealized +35.3%
EMR EMERSON ELEC CO 0.3%
Value ($000) $608 Shares 6,452 Est. Cost $77.81 Unrealized +17.2%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $605 Shares 10,086 Est. Cost $42.82 Unrealized +23.7%
CTAS CINTAS CORP 0.3%
Value ($000) $605 Shares 1,589 Est. Cost $61.91 Unrealized +51.8%
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $603 Shares 3,066 Est. Cost $114.35 Unrealized +52.1%
ALB ALBEMARLE CORP 0.3%
Value ($000) $598 Shares 2,733 Est. Cost $111.68 Unrealized +81.2%
EMN EASTMAN CHEM CO 0.3%
Value ($000) $587 Shares 5,830 Est. Cost $101.01 Unrealized -7.1%
ABBV ABBVIE INC 0.3%
Value ($000) $584 Shares 5,411 Est. Cost $78.94 Unrealized +23.2%
BEN FRANKLIN RESOURCES INC 0.3%
Value ($000) $581 Shares 19,540 Est. Cost $21.47 Unrealized +16.3%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $581 Shares 9,870 Est. Cost $43.31 Unrealized +11.9%
EXPD EXPEDITORS INTL WASH INC 0.3%
Value ($000) $576 Shares 4,834 Est. Cost $85.70 Unrealized +38.6%
TGT TARGET CORP 0.3%
Value ($000) $575 Shares 2,512 Est. Cost $99.83 Unrealized +120.3%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $563 Shares 2,725 Est. Cost $181.01 Unrealized +12.1%
LEG LEGGETT & PLATT INC 0.3%
Value ($000) $559 Shares 12,474 Est. Cost $44.58 Unrealized +8.0%
MMM 3M CO 0.3%
Value ($000) $548 Shares 3,125 Est. Cost $125.09 Unrealized +9.8%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $547 Shares 2,135 Est. Cost $201.97 Unrealized +22.3%
CAT CATERPILLAR INC 0.3%
Value ($000) $546 Shares 2,845 Est. Cost $158.43 Unrealized +21.2%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $528 Shares 3,009 Est. Cost $150.18 Unrealized +11.0%
AOS SMITH A O CORP 0.3%
Value ($000) $526 Shares 8,606 Est. Cost $55.77 Unrealized +15.8%
PPG PPG INDS INC 0.3%
Value ($000) $521 Shares 3,645 Est. Cost $125.98 Unrealized +16.5%
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $501 Shares 8,218 Est. Cost $63.37 Unrealized
PWS PACER FDS TR 0.2%
Value ($000) $317 Shares 9,940 Est. Cost $24.32 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $217 Shares 2,459 Est. Cost $148.59 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $207 Shares 2,785 Est. Cost $74.47 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $199 Shares 3,271 Est. Cost $59.03 Unrealized
IMTM ISHARES TR 0.1%
Value ($000) $196 Shares 5,137 Est. Cost $37.66 Unrealized
IQLT ISHARES TR 0.1%
Value ($000) $195 Shares 5,148 Est. Cost $36.00 Unrealized
GLRY NORTHERN LTS FD TR IV 0.1%
Value ($000) $190 Shares 6,442 Est. Cost $29.63 Unrealized
TPSC TIMOTHY PLAN 0.0%
Value ($000) $21 Shares 634 Est. Cost $33.05 Unrealized
ISTB ISHARES TR 0.0%
Value ($000) $5 Shares 101 Est. Cost $50.41 Unrealized