Sound Financial Strategies Group, LLC Buys Inspire Faithward Large Cap Momentum ESG ETF, Vanguard Russell 1000 Growth Index Fund, BTC iShares MSCI USA Momentum Factor ETF, Sells Vanguard Russell 2000 Index Fund, BTC iShares Core MSCI EAFE ETF, Invesco DWA

Investment company Sound Financial Strategies Group, LLC (Current Portfolio) buys Inspire Faithward Large Cap Momentum ESG ETF, Vanguard Russell 1000 Growth Index Fund, BTC iShares MSCI USA Momentum Factor ETF, Timothy Plan International ETF, NORTHERN LTS FD IV, sells Vanguard Russell 2000 Index Fund, BTC iShares Core MSCI EAFE ETF, Invesco DWA Emerging Markets Momentum ETF, Vanguard Russell 1000 Value Index Fund, SPDR SERIES TRUST during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Sound Financial Strategies Group, LLC. As of 2021Q3, Sound Financial Strategies Group, LLC owns 83 stocks with a total value of $199 million. These are the details of the buys and sells.

For the details of Sound Financial Strategies Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sound+financial+strategies+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Sound Financial Strategies Group, LLC
  1. Pacer Trendpilot US Bond ETF (PTBD) - 2,063,627 shares, 28.10% of the total portfolio. Shares added by 1.27%
  2. iShares iBoxx USD High Yield Corporate Bond ETF (HYG) - 600,208 shares, 26.37% of the total portfolio. Shares added by 4.60%
  3. Vanguard Russell 1000 Growth Index Fund (VONG) - 188,404 shares, 6.67% of the total portfolio. Shares added by 396.03%
  4. Inspire Faithward Large Cap Momentum ESG ETF (FEVR) - 409,140 shares, 5.80% of the total portfolio. Shares added by 8923.82%
  5. BTC iShares MSCI USA Momentum Factor ETF (MTUM) - 21,631 shares, 1.91% of the total portfolio. Shares added by 1072.41%
New Purchase: Invesco S&P Emerging Markets Low Volatility ETF (EELV)

Sound Financial Strategies Group, LLC initiated holding in Invesco S&P Emerging Markets Low Volatility ETF. The purchase prices were between $23.94 and $25.31, with an estimated average price of $24.51. The stock is now traded at around $25.070000. The impact to a portfolio due to this purchase was 0.7%. The holding were 56,959 shares as of 2021-09-30.

Added: Inspire Faithward Large Cap Momentum ESG ETF (FEVR)

Sound Financial Strategies Group, LLC added to a holding in Inspire Faithward Large Cap Momentum ESG ETF by 8923.82%. The purchase prices were between $26.88 and $30.12, with an estimated average price of $28.7. The stock is now traded at around $31.230000. The impact to a portfolio due to this purchase was 5.74%. The holding were 409,140 shares as of 2021-09-30.

Added: Vanguard Russell 1000 Growth Index Fund (VONG)

Sound Financial Strategies Group, LLC added to a holding in Vanguard Russell 1000 Growth Index Fund by 396.03%. The purchase prices were between $69.81 and $75.1, with an estimated average price of $72.62. The stock is now traded at around $77.330000. The impact to a portfolio due to this purchase was 5.33%. The holding were 188,404 shares as of 2021-09-30.

Added: BTC iShares MSCI USA Momentum Factor ETF (MTUM)

Sound Financial Strategies Group, LLC added to a holding in BTC iShares MSCI USA Momentum Factor ETF by 1072.41%. The purchase prices were between $166.71 and $183.38, with an estimated average price of $177.41. The stock is now traded at around $193.310000. The impact to a portfolio due to this purchase was 1.75%. The holding were 21,631 shares as of 2021-09-30.

Added: Timothy Plan International ETF (TPIF)

Sound Financial Strategies Group, LLC added to a holding in Timothy Plan International ETF by 672.25%. The purchase prices were between $28.28 and $30.25, with an estimated average price of $29.43. The stock is now traded at around $29.490000. The impact to a portfolio due to this purchase was 0.95%. The holding were 76,321 shares as of 2021-09-30.

Added: NORTHERN LTS FD IV (BIBL)

Sound Financial Strategies Group, LLC added to a holding in NORTHERN LTS FD IV by 797.90%. The purchase prices were between $41.78 and $45.55, with an estimated average price of $43.83. The stock is now traded at around $45.825000. The impact to a portfolio due to this purchase was 0.77%. The holding were 40,630 shares as of 2021-09-30.

Added: Inspire International ESG ETF (WWJD)

Sound Financial Strategies Group, LLC added to a holding in Inspire International ESG ETF by 211.89%. The purchase prices were between $33.33 and $35.82, with an estimated average price of $34.86. The stock is now traded at around $35.520000. The impact to a portfolio due to this purchase was 0.74%. The holding were 63,888 shares as of 2021-09-30.

Sold Out: Invesco DWA Emerging Markets Momentum ETF (PIE)

Sound Financial Strategies Group, LLC sold out a holding in Invesco DWA Emerging Markets Momentum ETF. The sale prices were between $23.94 and $27.51, with an estimated average price of $25.72.

Sold Out: Vanguard Russell 1000 Value Index Fund (VONV)

Sound Financial Strategies Group, LLC sold out a holding in Vanguard Russell 1000 Value Index Fund. The sale prices were between $67.44 and $71.65, with an estimated average price of $70.03.

Sold Out: iShares Core MSCI Emerging Markets ETF (IEMG)

Sound Financial Strategies Group, LLC sold out a holding in iShares Core MSCI Emerging Markets ETF. The sale prices were between $60.55 and $66.68, with an estimated average price of $63.66.

Sold Out: Compass EMP U.S. 500 Volatility Weighted Index ETF (CFA)

Sound Financial Strategies Group, LLC sold out a holding in Compass EMP U.S. 500 Volatility Weighted Index ETF. The sale prices were between $70.13 and $74.88, with an estimated average price of $72.86.

Sold Out: Compass EMP US Large Cap High Dividend 100 Volatil (CDL)

Sound Financial Strategies Group, LLC sold out a holding in Compass EMP US Large Cap High Dividend 100 Volatil. The sale prices were between $55.27 and $58.57, with an estimated average price of $57.16.



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