Sound Financial Strategies Group, LLC Diversified Active

CIK: 0001800620 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 3, 2022

Total Value ($000): $199,973 (100.0% shares, 0.0% debt)

Holdings (84)

PTBD PACER FDS TR 26.9%
Value ($000) $53,754 Shares 1,996,076 Est. Cost $26.69 Unrealized
JNK SPDR SER TR 25.2%
Value ($000) $50,371 Shares 463,948 Est. Cost $108.57 Unrealized
VONG VANGUARD SCOTTSDALE FDS 7.8%
Value ($000) $15,602 Shares 198,656 Est. Cost $70.76 Unrealized
NORTHERN LTS FD TR IV 5.9%
Value ($000) $11,885 Shares 406,574 Est. Cost $28.23 Unrealized
HYD VANECK ETF TRUST 1.6%
Value ($000) $3,272 Shares 52,407 Est. Cost $62.43 Unrealized
EFG ISHARES TR 1.4%
Value ($000) $2,882 Shares 26,129 Est. Cost $107.28 Unrealized
TPIF TIMOTHY PLAN 1.1%
Value ($000) $2,263 Shares 77,731 Est. Cost $28.41 Unrealized
QUAL ISHARES TR 1.1%
Value ($000) $2,178 Shares 14,961 Est. Cost $132.00 Unrealized
WWJD NORTHERN LTS FD TR IV 1.0%
Value ($000) $2,023 Shares 64,864 Est. Cost $34.36 Unrealized
MTUM ISHARES TR 1.0%
Value ($000) $1,968 Shares 10,824 Est. Cost $174.71 Unrealized
BIBL NORTHERN LTS FD TR IV 0.8%
Value ($000) $1,626 Shares 41,281 Est. Cost $42.47 Unrealized
LOW LOWES COS INC 0.8%
Value ($000) $1,585 Shares 6,131 Est. Cost $137.61 Unrealized +59.7%
NUE NUCOR CORP 0.8%
Value ($000) $1,520 Shares 13,317 Est. Cost $69.18 Unrealized +48.2%
GWW GRAINGER W W INC 0.7%
Value ($000) $1,456 Shares 2,809 Est. Cost $352.69 Unrealized +28.3%
DOV DOVER CORP 0.7%
Value ($000) $1,444 Shares 7,953 Est. Cost $116.15 Unrealized +38.5%
EELV INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $1,404 Shares 56,623 Est. Cost $24.63 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.7%
Value ($000) $1,378 Shares 2,938 Est. Cost $279.98 Unrealized +52.1%
GPC GENUINE PARTS CO 0.7%
Value ($000) $1,377 Shares 9,820 Est. Cost $101.45 Unrealized +16.3%
IMTM ISHARES TR 0.7%
Value ($000) $1,377 Shares 36,204 Est. Cost $37.98 Unrealized
SCHC SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,196 Shares 29,211 Est. Cost $39.83 Unrealized
MOAT VANECK ETF TRUST 0.5%
Value ($000) $990 Shares 13,013 Est. Cost $69.41 Unrealized
HYG ISHARES TR 0.5%
Value ($000) $921 Shares 10,584 Est. Cost $86.00 Unrealized
TPHD TIMOTHY PLAN 0.5%
Value ($000) $920 Shares 28,296 Est. Cost $29.50 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $865 Shares 1,300 Est. Cost $42.13 Unrealized +22.9%
POOL POOL CORP 0.4%
Value ($000) $827 Shares 1,462 Est. Cost $400.71 Unrealized +24.2%
HD HOME DEPOT INC 0.4%
Value ($000) $798 Shares 1,924 Est. Cost $244.19 Unrealized +40.5%
APH AMPHENOL CORP NEW 0.4%
Value ($000) $793 Shares 9,066 Est. Cost $32.40 Unrealized +20.1%
TSCO TRACTOR SUPPLY CO 0.4%
Value ($000) $791 Shares 3,317 Est. Cost $34.02 Unrealized +19.7%
JBHT HUNT J B TRANS SVCS INC 0.4%
Value ($000) $788 Shares 3,854 Est. Cost $161.76 Unrealized +14.2%
VTHR VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $773 Shares 3,582 Est. Cost $199.08 Unrealized
AMP AMERIPRISE FINL INC 0.4%
Value ($000) $754 Shares 2,501 Est. Cost $235.53 Unrealized +18.2%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $745 Shares 2,116 Est. Cost $203.76 Unrealized +52.8%
RJF RAYMOND JAMES FINL INC 0.4%
Value ($000) $735 Shares 7,318 Est. Cost $82.30 Unrealized +12.9%
DGRO ISHARES TR 0.4%
Value ($000) $733 Shares 13,185 Est. Cost $45.42 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $730 Shares 6,222 Est. Cost $80.31 Unrealized +19.7%
NOBL PROSHARES TR 0.4%
Value ($000) $728 Shares 7,413 Est. Cost $79.89 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.4%
Value ($000) $726 Shares 3,973 Est. Cost $148.08 Unrealized +10.5%
KEY KEYCORP 0.4%
Value ($000) $724 Shares 31,295 Est. Cost $17.23 Unrealized +9.1%
MPC MARATHON PETE CORP 0.4%
Value ($000) $718 Shares 11,218 Est. Cost $52.24 Unrealized +11.8%
AOS SMITH A O CORP 0.4%
Value ($000) $716 Shares 8,344 Est. Cost $55.77 Unrealized +26.9%
ABBV ABBVIE INC 0.4%
Value ($000) $714 Shares 5,270 Est. Cost $78.94 Unrealized +28.8%
ABT ABBOTT LABS 0.4%
Value ($000) $708 Shares 5,029 Est. Cost $77.34 Unrealized +53.5%
CB CHUBB LIMITED 0.4%
Value ($000) $704 Shares 3,642 Est. Cost $150.37 Unrealized +18.1%
EMN EASTMAN CHEM CO 0.4%
Value ($000) $701 Shares 5,800 Est. Cost $101.01 Unrealized -5.8%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $696 Shares 9,270 Est. Cost $64.98 Unrealized +0.2%
LINDE PLC 0.3%
Value ($000) $693 Shares 2,001 Est. Cost $214.48 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.3%
Value ($000) $692 Shares 44,884 Est. Cost $12.38 Unrealized +5.2%
CTAS CINTAS CORP 0.3%
Value ($000) $678 Shares 1,531 Est. Cost $61.91 Unrealized +67.6%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $677 Shares 3,851 Est. Cost $148.11 Unrealized +11.2%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $673 Shares 3,106 Est. Cost $194.30 Unrealized +2.4%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $665 Shares 9,843 Est. Cost $42.82 Unrealized +34.0%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $665 Shares 1,409 Est. Cost $251.66 Unrealized +75.6%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $655 Shares 2,655 Est. Cost $181.01 Unrealized +16.2%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $643 Shares 3,410 Est. Cost $164.38 Unrealized +3.5%
PNR PENTAIR PLC 0.3%
Value ($000) $639 Shares 8,749 Est. Cost $47.98 Unrealized +45.5%
BEN FRANKLIN RESOURCES INC 0.3%
Value ($000) $639 Shares 19,092 Est. Cost $21.47 Unrealized +23.8%
EXPD EXPEDITORS INTL WASH INC 0.3%
Value ($000) $636 Shares 4,739 Est. Cost $85.70 Unrealized +38.9%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $635 Shares 2,086 Est. Cost $201.97 Unrealized +30.5%
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $630 Shares 7,238 Est. Cost $60.74 Unrealized +29.1%
HON HONEYWELL INTL INC 0.3%
Value ($000) $630 Shares 3,022 Est. Cost $192.25 Unrealized -3.7%
ALB ALBEMARLE CORP 0.3%
Value ($000) $620 Shares 2,652 Est. Cost $111.68 Unrealized +110.2%
AMCOR PLC 0.3%
Value ($000) $619 Shares 51,531 Est. Cost $9.26 Unrealized +8.0%
PPG PPG INDS INC 0.3%
Value ($000) $618 Shares 3,582 Est. Cost $125.98 Unrealized +17.1%
SYY SYSCO CORP 0.3%
Value ($000) $614 Shares 7,813 Est. Cost $68.21 Unrealized +0.8%
PEOPLES UNITED FINANCIAL INC 0.3%
Value ($000) $613 Shares 34,375 Est. Cost $17.87 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $592 Shares 9,677 Est. Cost $43.31 Unrealized +24.5%
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $590 Shares 3,001 Est. Cost $114.35 Unrealized +47.5%
EMR EMERSON ELEC CO 0.3%
Value ($000) $589 Shares 6,335 Est. Cost $77.81 Unrealized +11.2%
CAT CATERPILLAR INC 0.3%
Value ($000) $579 Shares 2,801 Est. Cost $158.43 Unrealized +17.8%
TGT TARGET CORP 0.3%
Value ($000) $570 Shares 2,462 Est. Cost $99.83 Unrealized +114.6%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $559 Shares 2,961 Est. Cost $150.18 Unrealized +5.6%
MMM 3M CO 0.3%
Value ($000) $548 Shares 3,085 Est. Cost $125.09 Unrealized +1.8%
IP INTERNATIONAL PAPER CO 0.3%
Value ($000) $530 Shares 11,291 Est. Cost $46.58 Unrealized -11.9%
LEG LEGGETT & PLATT INC 0.3%
Value ($000) $518 Shares 12,593 Est. Cost $44.58 Unrealized -2.6%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $469 Shares 7,655 Est. Cost $63.37 Unrealized
PWS PACER FDS TR 0.2%
Value ($000) $335 Shares 10,145 Est. Cost $24.50 Unrealized
TIMOTHY PLAN 0.2%
Value ($000) $306 Shares 11,248 Est. Cost $27.20 Unrealized
GLRY NORTHERN LTS FD TR IV 0.1%
Value ($000) $211 Shares 7,180 Est. Cost $29.61 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $209 Shares 3,046 Est. Cost $59.03 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $195 Shares 2,606 Est. Cost $74.47 Unrealized
IQLT ISHARES TR 0.1%
Value ($000) $189 Shares 4,793 Est. Cost $36.00 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $183 Shares 2,040 Est. Cost $148.59 Unrealized
ISTB ISHARES TR 0.0%
Value ($000) $5 Shares 101 Est. Cost $50.41 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3 Shares 46 Est. Cost $65.22 Unrealized