Notify me when Sound Financial Strategies Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 109 | $141,619,766 | +$18,121,867 | -$13,259,071 | +$4,862,796 | IEF, AGG, SGOV, VWO, MTUM | 13F-HR | 03 Feb 2026, 14:35 |
| Q3 2025 | 108 | $136,982,816 | +$25,325,013 | -$9,322,957 | +$16,002,056 | AGG, IEF, SGOV, VWO, TPIF | 13F-HR | 23 Oct 2025, 16:04 |
| Q2 2025 | 95 | $118,259,184 | +$11,248,170 | -$8,001,554 | +$3,246,616 | AGG, IEF, SGOV, TPIF, WWJD | 13F-HR | 06 Aug 2025, 12:37 |
| Q1 2025 | 100 | $112,012,904 | +$26,185,728 | -$36,889,171 | -$10,703,443 | AGG, IEF, SGOV, TPIF, WWJD | 13F-HR | 09 May 2025, 11:06 |
| Q4 2024 | 91 | $119,872,445 | +$10,755,822 | -$9,562,557 | +$1,193,265 | AGG, IEF, TFPN, SGOV, KMLM | 13F-HR | 06 Feb 2025, 14:48 |
| Q3 2024 | 90 | $124,506,698 | +$21,366,225 | -$17,495,367 | +$3,870,858 | AGG, IEF, TFPN, SGOV, DBMF | 13F-HR | 12 Nov 2024, 10:16 |
| Q2 2024 | 90 | $115,079,581 | +$28,697,486 | -$32,266,859 | -$3,569,373 | SGOV, AGG, TFPN, DBMF, KMLM | 13F-HR | 12 Aug 2024, 13:58 |
| Q1 2024 | 69 | $120,244,729 | +$605,749 | -$2,031,248 | -$1,425,499 | SGOV, AGG, TFPN, DBMF, KMLM | 13F-HR | 13 May 2024, 14:53 |
| Q4 2023 | 68 | $118,702,021 | +$47,928,357 | -$53,827,089 | -$5,898,732 | SGOV, AGG, TFPN, DBMF, KMLM | 13F-HR | 02 Feb 2024, 08:59 |
| Q3 2023 | 72 | $120,996,304 | +$67,789,038 | -$81,521,952 | -$13,732,914 | SGOV, COWZ, IQLT, DGRO, TPHE | 13F-HR | 06 Nov 2023, 13:04 |
| Q2 2023 | 73 | $136,883,125 | +$79,943,589 | -$93,535,119 | -$13,591,530 | FALN, SGOV, VONG, BILS, HYMB | 13F-HR | 07 Aug 2023, 11:15 |
| Q1 2023 | 56 | $149,883,586 | +$122,342,332 | -$110,731,675 | +$11,610,657 | IEF, SGOV, VONG, EFG, TPHE | 13F-HR | 02 May 2023, 16:27 |
| Q4 2022 | 61 | $137,735,783 | +$124,583,386 | -$54,708,082 | +$69,875,304 | ANGL, MTUM, HYD, IQLT, EFV | 13F-HR | 30 Jan 2023, 16:31 |
| Q3 2022 | 28 | $66,597,000 | +$52,640,531 | -$108,071,671 | -$55,431,140 | BIL, EFAV, SPLV, VTWO, TPHE | 13F-HR | 09 Nov 2022, 16:23 |
| Q2 2022 | 44 | $127,573,000 | +$19,213,876 | -$62,710,774 | -$43,496,898 | VGSH, PTBD, SPLV, EFV, IEMG | 13F-HR | 25 Jul 2022, 13:50 |
| Q1 2022 | 65 | $181,072,000 | +$111,964,631 | -$123,450,083 | -$11,485,452 | PTBD, VGSH, VONV, EFV, SPLV | 13F-HR | 05 May 2022, 11:35 |
| Q4 2021 | 84 | $199,973,000 | +$56,123,910 | -$61,832,524 | -$5,708,614 | PTBD, JNK, VONG, FEVR, HYD | 13F-HR | 03 Feb 2022, 15:51 |
| Q3 2021 | 82 | $199,172,000 | +$36,633,147 | -$35,321,844 | +$1,311,303 | PTBD, HYG, VONG, FEVR, MTUM | 13F-HR | 03 Nov 2021, 10:32 |
| Q2 2021 | 86 | $200,705,000 | +$47,131,563 | -$33,047,492 | +$14,084,071 | PTBD, HYG, VTWO, IEFA, HYMB | 13F-HR | 30 Jul 2021, 15:34 |
| Q1 2021 | 85 | $195,164,000 | +$80,814,774 | -$69,175,509 | +$11,639,265 | PTBD, HYG, VTWO, VONV, EFV | 13F-HR | 07 May 2021, 16:18 |
| Q4 2020 | 79 | $182,834,000 | +$93,939,338 | -$72,356,274 | +$21,583,064 | PTBD, HYG, AGG, IAU, SCHC | 13F-HR | 22 Jan 2021, 16:47 |
| Q3 2020 | 65 | $157,766,000 | +$19,178,585 | -$20,002,902 | -$824,317 | AGG, PTBD, HYG, IEF, PWS | 13F-HR | 19 Oct 2020, 12:42 |
| Q2 2020 | 62 | $154,463,000 | +$3,099,470 | -$1,785,259 | +$1,314,211 | AGG, KDFI, PTBD, IEF, PWS | 13F-HR | 17 Jul 2020, 14:20 |
| Q1 2020 | 62 | $146,892,000 | +$92,117,248 | -$81,947,253 | +$10,169,995 | AGG, PTBD, KDFI, IEF, PWS | 13F-HR | 08 May 2020, 11:22 |
| Q4 2019 | 64 | $157,864,000 | $0 | $0 | $0 | DGRO, NOBL, AGG, PWS, SHW | 13F-HR | 14 Feb 2020, 09:21 |