Sound Financial Strategies Group, LLC at 2023-03-31

Filling information for Sound Financial Strategies Group, LLC as Treemap, investor disclosed 56 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount Amount previous period Change in %
776696106 776696106 ROPER TECHNOLOGIES INC COM 1077487 2445 0 100
302130109 302130109 EXPEDITORS INTL WASH INC COM 1044378 9484 0 100
580135101 580135101 MCDONALDS CORP COM 1056367 3778 0 100
260003108 260003108 DOVER CORP COM 1151401 7578 0 100
78463V107 78463V107 SPDR GOLD TR GOLD SHS 217849 1189 0 100
831865209 831865209 SMITH A O CORP COM 1104187 15968 0 100
464287671 464287671 ISHARES TR CORE S&P US GWT 5149 58 0 100
172062101 172062101 CINCINNATI FINL CORP COM 675170 6024 0 100
46432F396 46432F396 ISHARES TR MSCI USA MMENTM 86900 625 0 100
742718109 742718109 PROCTER AND GAMBLE CO COM 393880 2649 0 100
78468R622 78468R622 SPDR SER TR BLOOMBERG HIGH Y 16336 176 0 100
69374H840 69374H840 PACER FDS TR WEALTHSHIELD 1152055 42537 0 100
452308109 452308109 ILLINOIS TOOL WKS INC COM 1134477 4660 0 100
92206C664 92206C664 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 89595 1243 0 100
78468R523 78468R523 SPDR SER TR BLOOMBERG 3-12 M 869695 8731 0 100
191216100 191216100 COCA COLA CO COM 1030442 16612 0 100
009158106 009158106 AIR PRODS & CHEMS INC COM 1082782 3770 0 100
832696405 832696405 SMUCKER J M CO COM NEW 1029987 6545 0 100
30231G102 30231G102 EXXON MOBIL CORP COM 1074339 9797 0 100
172908105 172908105 CINTAS CORP COM 1084059 2343 0 100
46436E718 46436E718 ISHARES TR 0-3 MNTH TREASRY 24239881 241001 0 100
46434V456 46434V456 ISHARES TR MSCI INTL QUALTY 93192 2640 0 100
46432F339 46432F339 ISHARES TR MSCI USA QLT FCT 91684 739 0 100
494368103 494368103 KIMBERLY-CLARK CORP COM 1036447 7722 0 100
149123101 149123101 CATERPILLAR INC COM 1066166 4659 0 100
00287Y109 00287Y109 ABBVIE INC COM 1048655 6580 0 100
931142103 931142103 WALMART INC COM 1043209 7075 0 100
46434V449 46434V449 ISHARES TR MSCI INTL MOMENT 91818 2841 0 100
278865100 278865100 ECOLAB INC COM 1039859 6282 0 100
464288885 464288885 ISHARES TR EAFE GRWTH ETF 4855622 51832 0 100
189054109 189054109 CLOROX CO DEL COM 1071443 6771 0 100
887432284 887432284 TIMOTHY PLAN US LARGE MID CP 4773 206 0 100
G7S00T104 G7S00T104 PENTAIR PLC SHS 1051014 19016 0 100
G54950103 G54950103 LINDE PLC SHS 1137053 3199 0 100
693506107 693506107 PPG INDS INC COM 1052744 7881 0 100
464287226 464287226 ISHARES TR CORE US AGGBD ET 36169 363 0 100
075887109 075887109 BECTON DICKINSON & CO COM 1039916 4201 0 100
69374H105 69374H105 PACER FDS TR TRENDP US LAR CP 902716 23712 0 100
713448108 713448108 PEPSICO INC COM 1067913 5858 0 100
384802104 384802104 GRAINGER W W INC COM 1111051 1613 0 100
171340102 171340102 CHURCH & DWIGHT CO INC COM 1107158 12523 0 100
92206C680 92206C680 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 6141209 97650 0 100
887432276 887432276 TIMOTHY PLAN HIGH DIVIDEND 2367823 100565 0 100
209115104 209115104 CONSOLIDATED EDISON INC COM 1039168 10862 0 100
14149Y108 14149Y108 CARDINAL HEALTH INC COM 1051715 13930 0 100
001055102 001055102 AFLAC INC COM 1020793 15821 0 100
464287440 464287440 ISHARES TR 7-10 YR TRSY BD 73887319 745433 0 100
46432F842 46432F842 ISHARES TR CORE MSCI EAFE 103684 1551 0 100
97717W323 97717W323 WISDOMTREE TR EM MKTS QTLY DIV 1220960 53977 0 100
74348A467 74348A467 PROSHARES TR S&P 500 DV ARIST 906378 9934 0 100
464287804 464287804 ISHARES TR CORE S&P SCP ETF 677 7 0 100
372460105 372460105 GENUINE PARTS CO COM 1016074 6073 0 100
46432F859 46432F859 ISHARES TR CORE 1 5 YR USD 5706 121 0 100
46434V621 46434V621 ISHARES TR CORE DIV GRWTH 889272 17789 0 100
69374H642 69374H642 PACER FDS TR TRENDPILOT US BD 16921 841 0 100
579780206 579780206 MCCORMICK & CO INC COM NON VTG 650869 7822 0 100

No more available investment products in the available period

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