Sound Stewardship, LLC - Portfolio overview

Sound Stewardship, LLC has 71 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Utilities.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 14.25%
2. FNDB - SCHWAB STRATEGIC TR, 7.64%
3. IVV - ISHARES TR, 5.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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