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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 : 14     View All Holdings Currently Viewing:  Increased 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
   (DBMF)1 Year Chart         DBMF Im Dbi Managed Futures Stra... 4 - $29.71 $4,800,000 167,379 3.99% 489,000 11 0.186    N/A
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 7 - $0.00 $910,000 9,909 0.76% 6,000 19 0.001    Closed - End Fund - E...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 35 - $60.24 $633,000 10,518 0.53% 74,000 6,974 0    Discount, Variety Stores
   (KO)1 Year Chart         KO Coca-Cola Co 45 - $63.03 $579,000 9,460 0.48% 22,000 3 0    Beverage Soft Drinks...
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 46 - $134.29 $576,000 4,455 0.48% 38,000 24 0.001    Paper & Paper Products
   (ED)1 Year Chart         ED Consolidated Edison Inc 48 - $97.10 $555,000 6,111 0.46% 1,000 22 0.002    Multi Utilities
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 49 - $236.30 $545,000 2,203 0.45% 11,000 13 0.001    Medical Instruments &...
   (CHRW)1 Year Chart         CHRW CH Robinson Worldwide Inc 50 - $84.11 $496,000 6,512 0.41% -64,000 33 0.005    AirDelivery & Freight...
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 51 - $262.70 $481,000 1,985 0.4% -57,000 21 0.001    Diversified Chemicals
   (PWS)1 Year Chart         PWS Pacer Wealthshield Etf 52 - $0.00 $366,000 12,411 0.3% 47,000 617 0.138    N/A
   (MKC)1 Year Chart         MKC McCormick & Co Inc 54 - $74.01 $306,000 3,990 0.25% 43,000 144 0.002    Processed & Packaged ...
   (ABT)1 Year Chart         ABT Abbott Laboratories 55 - $104.09 $301,000 2,651 0.25% 14,000 48 0    Drug Manufacturers - ...
   (SPGI)1 Year Chart         SPGI S&P Global Inc 56 - $441.88 $298,000 700 0.25% -6,000 10 0    Publishing
   (PTLC)1 Year Chart         PTLC Pacer Trendpilot 750 Etf 62 - $0.00 $39,000 812 0.03% 6,000 41 0.001    N/A
      14 Records Found
  1    
Page 1 of 1
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