Sound Financial Strategies Group, LLC Diversified Active

CIK: 0001800620 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 6, 2025

Total Value ($000): $118,259 (100.0% shares, 0.0% debt)

Holdings (95)

AGG ISHARES TR 12.4%
Value ($000) $14,627 Shares 147,450 Est. Cost $99.25 Unrealized
IEF ISHARES TR 11.8%
Value ($000) $13,898 Shares 145,123 Est. Cost $97.49 Unrealized
SGOV ISHARES TR 5.9%
Value ($000) $7,004 Shares 69,560 Est. Cost $100.66 Unrealized
TPIF TIMOTHY PLAN 3.2%
Value ($000) $3,829 Shares 118,577 Est. Cost $27.00 Unrealized
WWJD NORTHERN LTS FD TR IV 3.1%
Value ($000) $3,721 Shares 108,586 Est. Cost $29.86 Unrealized
PTL NORTHERN LTS FD TR IV 2.5%
Value ($000) $2,910 Shares 12,692 Est. Cost $205.50 Unrealized
TPLC TIMOTHY PLAN 2.4%
Value ($000) $2,833 Shares 63,099 Est. Cost $41.87 Unrealized
VONG VANGUARD SCOTTSDALE FDS 2.0%
Value ($000) $2,336 Shares 21,392 Est. Cost $92.79 Unrealized
QQEW FIRST TR EXCHANGE-TRADED FD 1.9%
Value ($000) $2,294 Shares 16,809 Est. Cost $120.93 Unrealized
TPSC TIMOTHY PLAN 1.4%
Value ($000) $1,640 Shares 42,392 Est. Cost $35.95 Unrealized
ISMD NORTHERN LTS FD TR IV 1.3%
Value ($000) $1,595 Shares 44,884 Est. Cost $34.76 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 1.3%
Value ($000) $1,489 Shares 10,714 Est. Cost $113.13 Unrealized
IFRA ISHARES TR 1.2%
Value ($000) $1,360 Shares 27,658 Est. Cost $45.07 Unrealized
DGRO ISHARES TR 1.1%
Value ($000) $1,282 Shares 20,051 Est. Cost $53.39 Unrealized
NOBL PROSHARES TR 1.0%
Value ($000) $1,239 Shares 12,307 Est. Cost $93.23 Unrealized
AMLP ALPS ETF TR 1.0%
Value ($000) $1,219 Shares 24,957 Est. Cost $51.94 Unrealized
BILS SPDR SERIES TRUST 1.0%
Value ($000) $1,186 Shares 11,930 Est. Cost $99.47 Unrealized
COHEN & STEERS QUALITY INCOM 1.0%
Value ($000) $1,156 Shares 92,857 Est. Cost $12.56 Unrealized
TPHD TIMOTHY PLAN 1.0%
Value ($000) $1,129 Shares 29,862 Est. Cost $35.61 Unrealized
ELCV STRATEGY SHS 0.9%
Value ($000) $1,123 Shares 44,193 Est. Cost $24.89 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.9%
Value ($000) $1,111 Shares 18,151 Est. Cost $48.68 Unrealized
MTUM ISHARES TR 0.9%
Value ($000) $1,027 Shares 4,273 Est. Cost $200.93 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $1,011 Shares 13,883 Est. Cost $74.72 Unrealized
CAH CARDINAL HEALTH INC 0.8%
Value ($000) $923 Shares 5,493 Est. Cost $118.27 Unrealized +24.4%
VNQI VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $904 Shares 19,581 Est. Cost $40.46 Unrealized
EMR EMERSON ELEC CO 0.7%
Value ($000) $881 Shares 6,608 Est. Cost $88.13 Unrealized +28.8%
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $877 Shares 3,006 Est. Cost $283.65 Unrealized -3.9%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $871 Shares 2,955 Est. Cost $131.46 Unrealized +93.1%
PNR PENTAIR PLC 0.7%
Value ($000) $858 Shares 8,357 Est. Cost $56.33 Unrealized +64.9%
FAST FASTENAL CO 0.7%
Value ($000) $841 Shares 20,016 Est. Cost $39.14 Unrealized +2.5%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $836 Shares 1,353 Est. Cost $576.27 Unrealized
VB VANGUARD INDEX FDS 0.7%
Value ($000) $835 Shares 3,522 Est. Cost $218.59 Unrealized
BIL SPDR SERIES TRUST 0.7%
Value ($000) $834 Shares 9,090 Est. Cost $91.42 Unrealized
CTAS CINTAS CORP 0.7%
Value ($000) $829 Shares 3,719 Est. Cost $173.29 Unrealized +23.6%
CINF CINCINNATI FINL CORP 0.7%
Value ($000) $827 Shares 5,554 Est. Cost $108.36 Unrealized +30.0%
DTCR GLOBAL X FDS 0.7%
Value ($000) $818 Shares 43,869 Est. Cost $16.26 Unrealized
IJR ISHARES TR 0.7%
Value ($000) $811 Shares 7,422 Est. Cost $105.54 Unrealized
WMT WALMART INC 0.7%
Value ($000) $804 Shares 8,218 Est. Cost $82.64 Unrealized +14.7%
GWW GRAINGER W W INC 0.7%
Value ($000) $789 Shares 758 Est. Cost $609.53 Unrealized +69.5%
INDS PACER FDS TR 0.7%
Value ($000) $788 Shares 21,297 Est. Cost $36.97 Unrealized
ECL ECOLAB INC 0.7%
Value ($000) $787 Shares 2,922 Est. Cost $166.06 Unrealized +52.0%
CB CHUBB LIMITED 0.7%
Value ($000) $787 Shares 2,715 Est. Cost $211.72 Unrealized +35.5%
SYY SYSCO CORP 0.7%
Value ($000) $782 Shares 10,325 Est. Cost $71.58 Unrealized -0.7%
ATO ATMOS ENERGY CORP 0.7%
Value ($000) $780 Shares 5,062 Est. Cost $112.75 Unrealized +35.8%
ABT ABBOTT LABS 0.7%
Value ($000) $780 Shares 5,733 Est. Cost $104.85 Unrealized +24.6%
DOV DOVER CORP 0.7%
Value ($000) $774 Shares 4,226 Est. Cost $140.69 Unrealized +22.8%
AFL AFLAC INC 0.7%
Value ($000) $769 Shares 7,290 Est. Cost $65.92 Unrealized +57.2%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $768 Shares 1,457 Est. Cost $412.72 Unrealized +20.3%
LIN LINDE PLC 0.6%
Value ($000) $767 Shares 1,635 Est. Cost $351.98 Unrealized +28.5%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $759 Shares 2,460 Est. Cost $239.61 Unrealized +26.2%
SHW SHERWIN WILLIAMS CO 0.6%
Value ($000) $755 Shares 2,200 Est. Cost $247.75 Unrealized +39.1%
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $755 Shares 8,304 Est. Cost $93.01 Unrealized -3.2%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $752 Shares 5,255 Est. Cost $150.10 Unrealized -8.7%
ROP ROPER TECHNOLOGIES INC 0.6%
Value ($000) $751 Shares 1,325 Est. Cost $445.01 Unrealized +26.3%
MDT MEDTRONIC PLC 0.6%
Value ($000) $748 Shares 8,580 Est. Cost $79.07 Unrealized +5.6%
EFV ISHARES TR 0.6%
Value ($000) $746 Shares 11,745 Est. Cost $53.04 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.6%
Value ($000) $745 Shares 6,522 Est. Cost $106.50 Unrealized +4.1%
BRO BROWN & BROWN INC 0.6%
Value ($000) $744 Shares 6,714 Est. Cost $87.91 Unrealized +27.3%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $741 Shares 10,672 Est. Cost $70.03 Unrealized -2.8%
CHRW C H ROBINSON WORLDWIDE INC 0.6%
Value ($000) $736 Shares 7,667 Est. Cost $84.89 Unrealized +8.9%
ESS ESSEX PPTY TR INC 0.6%
Value ($000) $731 Shares 2,578 Est. Cost $247.07 Unrealized +10.5%
ED CONSOLIDATED EDISON INC 0.6%
Value ($000) $729 Shares 7,263 Est. Cost $84.74 Unrealized +22.4%
ES EVERSOURCE ENERGY 0.6%
Value ($000) $721 Shares 11,330 Est. Cost $59.90 Unrealized 0.0%
MCD MCDONALDS CORP 0.6%
Value ($000) $720 Shares 2,465 Est. Cost $253.54 Unrealized +19.7%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $712 Shares 6,609 Est. Cost $72.81 Unrealized +43.6%
MKC MCCORMICK & CO INC 0.6%
Value ($000) $710 Shares 9,359 Est. Cost $72.65 Unrealized +1.1%
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $705 Shares 5,472 Est. Cost $117.95 Unrealized +11.7%
FDS FACTSET RESH SYS INC 0.6%
Value ($000) $696 Shares 1,556 Est. Cost $434.35 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $694 Shares 2,461 Est. Cost $256.45 Unrealized +4.6%
VSS VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $690 Shares 5,137 Est. Cost $117.28 Unrealized
AMCOR PLC 0.6%
Value ($000) $690 Shares 75,087 Est. Cost $9.49 Unrealized -3.5%
KVUE KENVUE INC 0.6%
Value ($000) $688 Shares 32,868 Est. Cost $19.50 Unrealized +13.6%
FRT FEDERAL RLTY INVT TR NEW 0.6%
Value ($000) $686 Shares 7,218 Est. Cost $106.45 Unrealized -14.2%
CHD CHURCH & DWIGHT CO INC 0.6%
Value ($000) $684 Shares 7,116 Est. Cost $86.42 Unrealized +13.2%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $675 Shares 4,234 Est. Cost $152.27 Unrealized +5.6%
CAT CATERPILLAR INC 0.6%
Value ($000) $666 Shares 1,715 Est. Cost $229.58 Unrealized +44.1%
SJM SMUCKER J M CO 0.5%
Value ($000) $624 Shares 6,355 Est. Cost $125.00 Unrealized -14.2%
SPEM SPDR INDEX SHS FDS 0.5%
Value ($000) $602 Shares 14,084 Est. Cost $37.73 Unrealized
CLX CLOROX CO DEL 0.5%
Value ($000) $584 Shares 4,866 Est. Cost $130.53 Unrealized -0.1%
ERIE ERIE INDTY CO 0.5%
Value ($000) $572 Shares 1,649 Est. Cost $367.79 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.5%
Value ($000) $562 Shares 18,581 Est. Cost $28.75 Unrealized +2.5%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $545 Shares 2,203 Est. Cost $211.03 Unrealized +12.4%
EFG ISHARES TR 0.4%
Value ($000) $523 Shares 4,666 Est. Cost $102.00 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $520 Shares 2,343 Est. Cost $206.81 Unrealized +6.7%
GLD SPDR GOLD TR 0.4%
Value ($000) $433 Shares 1,420 Est. Cost $188.39 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $364 Shares 7,350 Est. Cost $44.58 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $273 Shares 960 Est. Cost $284.39 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $256 Shares 1,620 Est. Cost $125.82 Unrealized 0.0%
KO COCA COLA CO 0.2%
Value ($000) $215 Shares 3,035 Est. Cost $56.66 Unrealized +23.2%
O REALTY INCOME CORP 0.2%
Value ($000) $211 Shares 3,663 Est. Cost $50.95 Unrealized +6.9%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $154 Shares 352 Est. Cost $396.82 Unrealized
AIQ GLOBAL X FDS 0.0%
Value ($000) $18 Shares 409 Est. Cost $36.38 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $17 Shares 522 Est. Cost $28.59 Unrealized
TIMOTHY PLAN 0.0%
Value ($000) $10 Shares 406 Est. Cost $24.41 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $10 Shares 55 Est. Cost $178.65 Unrealized