HoldingsChannel.com
Sound Financial Strategies Group LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
ISHARES TR (AGG) 536,552 +15,888 $63,426
     AGG536,552+15,888$63,426
KRANESHARES TR (KDFI) 909,003 +21,671 $18,962
     KDFI909,003+21,671$18,962
PACER FDS TR 752,183 +19,354 $18,759
     PTBD752,183+19,354$18,759
ISHARES TR (IEF) 71,922 +643 $8,765
     IEF71,922+643$8,765
PACER FDS TR 234,115 +5,057 $5,464
     PWS234,115+5,057$5,464
ISHARES TR (ILTB) 50,198 +559 $3,763
     ILTB50,198+559$3,763
ISHARES TR (IUSG) 31,771 +107 $2,284
     IUSG31,771+107$2,284
ISHARES TR (IUSB) 29,273 +327 $1,590
     IUSB29,273+327$1,590
VANGUARD MUN BD FDS (VTEB) 28,739 -77 $1,556
     VTEB28,739-77$1,556
ISHARES TR (IEFA) 23,649 +212 $1,352
     IEFA23,649+212$1,352
LOWES COS INC 8,605 -39 $1,163
     LOW8,605-39$1,163
CINTAS CORP 4,312 -22 $1,149
     CTAS4,312-22$1,149
GENUINE PARTS CO 11,479 -51 $998
     GPC11,479-51$998
MCCORMICK & CO INC 5,351 -23 $960
     MKC5,351-23$960
ECOLAB INC 4,809 -23 $957
     ECL4,809-23$957
ROPER TECHNOLOGIES INC 2,410 -11 $936
     ROP2,410-11$936
SHERWIN WILLIAMS CO 1,610 -7 $930
     SHW1,610-7$930
SYSCO CORP 16,354 -70 $894
     SYY16,354-70$894
FEDERAL REALTY INVT TR 10,182 -44 $868
     FRT10,182-44$868
DOVER CORP 8,744 -37 $844
     DOV8,744-37$844
BECTON DICKINSON & CO 3,339 -16 $799
     BDX3,339-16$799
V F CORP 12,912 -54 $787
     VFC12,912-54$787
AFLAC INC 21,469 -88 $774
     AFL21,469-88$774
CONSOLIDATED EDISON INC 9,640 -39 $693
     ED9,640-39$693
CINCINNATI FINL CORP 9,954 -38 $637
     CINF9,954-38$637
S&P GLOBAL INC 1,745 -1 $575
     SPGI1,745-1$575
CLOROX CO DEL 2,524 -85 $554
     CLX2,524-85$554
TARGET CORP 4,557 -3 $547
     TGT4,557-3$547
GRAINGER W W INC 1,696 -1 $533
     GWW1,696-1$533
CHEVRON CORP NEW 5,802 -3 $518
     CVX5,802-3$518
LINDE PLC 2,444 -1 $517
     LIN2,444-1$517
AIR PRODS & CHEMS INC 2,105 -1 $508
     APD2,105-1$508
EXXON MOBIL CORP 11,231 -4 $502
     XOM11,231-4$502
ABBOTT LABS 5,268 -1 $482
     ABT5,268-1$482
CHUBB LIMITED 3,773 -1 $478
     CB3,773-1$478
KIMBERLY CLARK CORP 3,315 UNCH $469
     KMB3,315UNCH$469
MCDONALDS CORP 2,528 -1 $466
     MCD2,528-1$466
AUTOMATIC DATA PROCESSING IN 3,100 UNCH $462
     ADP3,100UNCH$462
PROCTER AND GAMBLE CO 3,834 -1 $458
     PG3,834-1$458
JOHNSON & JOHNSON 3,221 UNCH $453
     JNJ3,221UNCH$453
PEPSICO INC 3,425 -1 $453
     PEP3,425-1$453
WALMART INC 3,721 -1 $446
     WMT3,721-1$446
HORMEL FOODS CORP 9,105 UNCH $439
     HRL9,105UNCH$439
ISHARES TR (DGRO) 11,614 -43,628 $437
     DGRO11,614-43,628$437
MEDTRONIC PLC 4,714 -1 $432
     MDT4,714-1$432
ISHARES TR (ISTB) 8,311 +99 $428
     ISTB8,311+99$428
COCA COLA CO 9,470 -1 $423
     KO9,470-1$423
DOLLAR GEN CORP NEW 2,199 -20 $419
     DG2,199-20$419
AGILENT TECHNOLOGIES INC 4,576 -43 $404
     A4,576-43$404
UNION PAC CORP 2,351 -22 $397
     UNP2,351-22$397

See Full List: All Stocks Held By Sound Financial Strategies Group LLC
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sound Financial Strategies Group LLC

Size ($ in 1000's)
At 06/30/2020: $154,463
At 03/31/2020: $146,892

Sound Financial Strategies Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sound Financial Strategies Group LLC 13F filings. Link to 13F filings: SEC filings

Sound Financial Strategies Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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