StockDriftsStockDriftsTop 50 Sound Financial Strategies Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 10.89% | 160.8K | $16.0M | +16.59%(+22.88K) | $97.06(+1.59%) | 2026-03-31 | |
| IEF | ISHARES TR | 10.83% | 166.3K | $15.9M | +16.04%(+22.99K) | $95.77(-1.72%) | 2026-03-31 | |
| TPIF | TIMOTHY PLAN | 4.36% | 177.3K | $6.4M | +64.83%(+69.73K) | $30.44(+23.41%) | 2026-03-31 | |
| WWJD | NORTHERN LTS FD TR IV | 4.31% | 169.1K | $6.3M | +68.19%(+68.55K) | $32.82(+17.87%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.91% | 89.5K | $5.7M | new | $63.28(+11.91%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.78% | 55.0K | $5.5M | +1.01%(+552) | $100.61(-0.17%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.15% | 24.0K | $4.6M | +20.90%(+4.15K) | $194.44(+12.34%) | 2026-03-31 | |
| MTUM | ISHARES TR | 2.75% | 16.8K | $4.0M | +0.53%(+88) | $236.11(+34.06%) | 2026-03-31 | |
| TPLC | TIMOTHY PLAN | 2.44% | 76.9K | $3.6M | +23.67%(+14.72K) | $43.06(+17.45%) | 2026-03-31 | |
| PTL | NORTHERN LTS FD TR IV | 2.44% | 14.2K | $3.6M | +20.93%(+2.46K) | $216.33(+30.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.56% | +4.74% |
| Top 20 Holdings Unweighted | +7.19% | +23.16% |
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