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SS

Sound Stewardship Portfolio holdings

AUM $242M
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
+8.38%
1 Year Est. Return
+18.98%
3 Year Est. Return
+43.2%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$242M
AUM Growth
+$24.1M
Cap. Flow
+$8.18M
Cap. Flow %
3.37%
Top 10 Hldgs %
57.35%
Holding
73
New
10
Increased
37
Reduced
19
Closed
–

Top Buys

1
BND icon
Vanguard Total Bond Market
BND
+$1.26M
2
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$915K
3
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$438K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$381K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$374K

Top Sells

1
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$310K
2
VGT icon
Vanguard Information Technology ETF
VGT
+$132K
3
EPR icon
EPR Properties
EPR
+$93.2K
4
TPLC icon
Timothy Plan US Large/Mid Cap Core ETF
TPLC
+$75.3K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$60.4K

Sector Composition

1 Technology 1.46%
2 Utilities 0.64%
3 Industrials 0.45%
4 Financials 0.34%
5 Real Estate 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
51
Schwab US Large- Cap ETF
SCHX
$72.8B
$370K 0.15%
12,563
+969
+8% +$27.7K
EVRG icon
52
Evergy
EVRG
$19.7B
$366K 0.15%
4,232
– –
A icon
53
Agilent Technologies
A
$38B
$341K 0.14%
2,570
-485
-16% -$59.1K
PWR icon
54
Quanta Services
PWR
$97.4B
$337K 0.14%
468
+13
+3% +$8.89K
EWX icon
55
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$699M
$334K 0.14%
4,490
-133
-3% -$9.7K
PRXG
56
Praxis Impact Large Cap Growth ETF
PRXG
$88.5M
$331K 0.14%
+8,484
New +$322K
JPM icon
57
JPMorgan Chase
JPM
$922B
$310K 0.13%
+947
New +$294K
AVGO icon
58
Broadcom
AVGO
$1.88T
$286K 0.12%
+756
New +$303K
NUEM icon
59
Nuveen ESG Emerging Markets Equity ETF
NUEM
$378M
$284K 0.12%
6,702
– –
VO icon
60
Vanguard Mid-Cap ETF
VO
$106B
$282K 0.12%
3,499
+211
+6% +$16.4K
BRK.B icon
61
Berkshire Hathaway Class B
BRK.B
$1.05T
$281K 0.12%
561
– –
XBI icon
62
State Street SPDR S&P Biotech ETF
XBI
$10.6B
$269K 0.11%
1,697
-51
-3% -$6.89K
XJH icon
63
iShares ESG Screened S&P Mid-Cap ETF
XJH
$413M
$268K 0.11%
5,146
-44
-0.8% -$2.17K
SCHP icon
64
Schwab US TIPS ETF
SCHP
$16.5B
$245K 0.1%
9,245
+153
+2% +$4.08K
LRCX icon
65
Lam Research
LRCX
$419B
$238K 0.1%
+550
New +$167K
CAT icon
66
Caterpillar
CAT
$421B
$233K 0.1%
+218
New +$192K
CBSH icon
67
Commerce Bancshares
CBSH
$8.48B
$226K 0.09%
+3,919
New +$206K
GRMN
68
Garmin
GRMN
$46.6B
$225K 0.09%
+948
New +$231K
ISTB icon
69
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
$220K 0.09%
+4,561
New +$220K
TSLA icon
70
Tesla
TSLA
$1.48T
$213K 0.09%
505
-42
-8% -$16.7K
OGE icon
71
OGE Energy
OGE
$10.1B
$209K 0.09%
4,285
– –
VV icon
72
Vanguard Large-Cap ETF
VV
$53.1B
$205K 0.08%
+597
New +$199K
DOL icon
73
WisdomTree True Developed International Fund
DOL
$818M
$205K 0.08%
+2,753
New +$202K
1 2
3

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