SS
Sound Stewardship Portfolio holdings
AUM
$208M
1-Year Est. Return
10.25%
1 Year Est. Return
+10.25%
AUM
$208M
AUM Growth
+$14.5M
(+7.5%)
Holding
66
Top Buys
| 1 | +$1.07M | |
| 2 | +$695K | |
| 3 | +$446K | |
| 4 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
+$358K |
| 5 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$345K |
Top Sells
| 1 | +$346K | |
| 2 | +$210K | |
| 3 | +$175K | |
| 4 |
Timothy Plan International ETF
TPIF
|
+$175K |
| 5 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
+$169K |
Sector Composition
| 1 | Technology | 1.38% |
| 2 | Utilities | 0.57% |
| 3 | Financials | 0.37% |
| 4 | Real Estate | 0.3% |
| 5 | Industrials | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard S&P 500 ETF
VOO
$798B
| $373K | 0.18% |
610
-2
|
|
||
52
SPDR S&P 500 ETF Trust
SPY
$697B
| $336K | 0.16% |
504
-25
|
|
||
53
Evergy
EVRG
$17.4B
| $322K | 0.15% |
4,232
|
|
||
54
Walmart
WMT
$889B
| $315K | 0.15% |
3,060
|
|
||
55
Berkshire Hathaway Class B
BRK.B
$1.1T
| $299K | 0.14% |
594
-1
|
|
||
56
Amazon
AMZN
$2.5T
| $265K | 0.13% |
1,206
+3
|
|
||
57
Commerce Bancshares
CBSH
$7.22B
| $263K | 0.13% |
4,402
|
|
||
58
Nuveen ESG Emerging Markets Equity ETF
NUEM
$323M
| $253K | 0.12% |
7,075
+324
|
|
||
59
Tesla
TSLA
$1.43T
| $243K | 0.12% |
+547
|
|
||
60
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.47B
| $242K | 0.12% |
+12,879
|
|
||
61
iShares ESG Screened S&P Mid-Cap ETF
XJH
$329M
| $241K | 0.12% |
5,502
+201
|
|
||
62
Vanguard Mid-Cap ETF
VO
$88.7B
| $241K | 0.12% |
820
+2
|
|
||
63
Schwab US TIPS ETF
SCHP
$14.7B
| $238K | 0.11% |
8,849
-427
|
|
||
64
Garmin
GRMN
$37.9B
| $223K | 0.11% |
905
-101
|
|
||
65
iShares MSCI KLD 400 Social ETF
DSI
$5B
| $215K | 0.1% |
+1,710
|
|
||
66
JPMorgan Chase
JPM
$841B
| $207K | 0.1% |
+655
|
|