• 13F History

Sound Financial Strategies Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$120M
Signature - Title
Joel R Holden, Jr - Chief Compliance Officer
Location
Madison, MS
Summary
This page shows a list of all the recent 13F filings made by Sound Financial Strategies Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sound Financial Strategies Group, LLC reported 91 stock holdings with total value $120M as of Q4 2024. Top holdings included AGG, IEF, TFPN, SGOV, and KMLM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 91 $120M +$10.8M -$9.56M +$1.19M AGG, IEF, TFPN, SGOV, KMLM 13F-HR 2/6/2025, 02:48 PM
Q3 2024 90 $125M +$21.4M -$17.5M +$3.87M AGG, IEF, TFPN, SGOV, DBMF 13F-HR 11/12/2024, 10:16 AM
Q2 2024 90 $115M +$28.7M -$32.3M -$3.57M SGOV, AGG, TFPN, DBMF, KMLM 13F-HR 8/12/2024, 01:58 PM
Q1 2024 69 $120M +$606K -$2.03M -$1.43M SGOV, AGG, TFPN, DBMF, KMLM 13F-HR 5/13/2024, 02:53 PM
Q4 2023 68 $119M +$47.9M -$53.8M -$5.9M SGOV, AGG, TFPN, DBMF, KMLM 13F-HR 2/2/2024, 08:59 AM
Q3 2023 85 $121M +$67.8M -$81.5M -$13.7M SGOV, COWZ, IQLT, DGRO, TPHE 13F-HR 11/6/2023, 01:04 PM
Q2 2023 73 $137M +$79.9M -$92.3M -$12.4M FALN, SGOV, VONG, BILS, HYMB 13F-HR 8/7/2023, 11:15 AM
Q1 2023 56 $150M +$122M -$11M +$111M IEF, SGOV, VONG, EFG, TPHE 13F-HR 5/2/2023, 04:27 PM
Q4 2022 61 $138M +$125M -$4.47M +$120M ANGL, MTUM, HYD, IQLT, EFV 13F-HR 1/30/2023, 03:31 PM
Q3 2022 26 $66.6M +$52.6M -$84.4M -$31.7M BIL, EFAV, SPLV, VTWO, TPHE 13F-HR 11/9/2022, 03:23 PM
Q2 2022 40 $128M +$19.2M -$22.4M -$3.2M VGSH, PTBD, SPLV, EFV, IEMG 13F-HR 7/25/2022, 01:50 PM
Q1 2022 65 $181M +$112M -$26.5M +$85.4M PTBD, VGSH, VONV, EFV, SPLV 13F-HR 5/5/2022, 11:35 AM
Q4 2021 83 $198M +$56.1M -$58.3M -$2.17M PTBD, JNK, VONG, FEVR, HYD 13F-HR 2/3/2022, 02:51 PM
Q3 2021 82 $199M +$36.6M -$35.3M +$1.31M PTBD, HYG, VONG, FEVR, MTUM 13F-HR 11/3/2021, 10:32 AM
Q2 2021 86 $201M +$47.1M -$33M +$14.1M PTBD, HYG, VTWO, IEFA, HYMB 13F-HR 7/30/2021, 03:34 PM
Q1 2021 85 $195M +$80.8M -$69.2M +$11.6M PTBD, HYG, VTWO, VONV, EFV 13F-HR 5/7/2021, 04:18 PM
Q4 2020 79 $183M +$93.9M -$55M +$38.9M PTBD, HYG, AGG, IAUXXXX, SCHC 13F-HR 1/22/2021, 03:47 PM
Q3 2020 65 $158M +$19.2M -$1.04M +$18.1M AGG, PTBD, HYG, IEF, PWS 13F-HR 10/19/2020, 12:42 PM
Q2 2020 62 $154M +$3.1M -$1.79M +$1.31M AGG, KDFI, PTBD, IEF, PWS 13F-HR 7/17/2020, 02:20 PM
Q1 2020 62 $147M +$92.1M -$52.2M +$39.9M AGG, PTBD, KDFI, IEF, PWS 13F-HR 5/8/2020, 11:22 AM
Q4 2019 64 $158M DGRO, NOBL, AGG, PWS, SHW 13F-HR 2/14/2020, 08:21 AM