Sound Financial Strategies Group, LLC
Annual return
—
SPY
—
Alpha
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Invested
$293.1M
Holdings
111
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$AGG
ISHARES TR
Q1 2026: Exited (was 137.9k shares)
11.0%
02
$IEF
ISHARES TR
Q1 2026: Exited (was 143.3k shares)
10.9%
03
$TPIF
TIMOTHY PLAN
Q1 2026: Exited (was 107.5k shares)
4.4%
04
$WWJD
NORTHERN LTS FD TR IV
Q1 2026: Exited (was 100.5k shares)
4.3%
05
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
3.9%
06
$SGOV
ISHARES TR
Q1 2026: Exited (was 54.5k shares)
3.8%
07
$QUAL
ISHARES TR
Q1 2026: Exited (was 19.9k shares)
3.2%
08
$MTUM
ISHARES TR
Q1 2026: Exited (was 16.7k shares)
2.8%
09
$TPLC
TIMOTHY PLAN
Q1 2026: Exited (was 62.2k shares)
2.5%
10
$PTL
NORTHERN LTS FD TR IV
Q1 2026: Exited (was 11.8k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 06:06 UTC.