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  Name: Sound Financial Strategies Group LLC
  City: FLOWOOD
  State: MS
  Zip: 39232
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $120,246,000
  Total Value Change : $1,545,000
  Securities Held Change : 1
   
All Securities Held : 69
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 14
  Unchanged Positions : 8
  Decreased Positions : 46

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Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 60 - $216.16 $245,000 1,189 0.2% 18,000 0 0    Closed - End Fund - E...
   (TPLE)1 Year Chart         TPLE Timothy Plan Us Large/mid C... 63 - $0.00 $33,000 1,320 0.03% 3,000 0 0.05    N/A
   (PTBD)1 Year Chart         PTBD Pacer Trendpilot Us Bond Etf 64 - $0.00 $23,000 1,113 0.02% 0 0 0.001    N/A
   (JNK)1 Year Chart         JNK Spdr Lehman Hyb Etf 65 - $93.62 $17,000 176 0.01% 0 0 0    Closed - End Fund - E...
   (IQLT)1 Year Chart         IQLT Ishares Edge Msci Intl Qual... 66 - $0.00 $6,000 161 0% 0 0 0    N/A
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 68 - $0.00 $5,000 83 0% 1,000 0 0    N/A
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 67 - $91.91 $5,000 58 0% -1,000 0 0    Closed - End Fund - E...
   (ECOW)1 Year Chart         ECOW Pacer Emerging Markets Cash... 69 - $0.00 $2,000 89 0% 0 0 0.001    N/A

      8 Records Found
  1    
Page 1 of 1
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