Sound Stewardship, LLC Purchases in Q3 2024

Sound Stewardship, LLC

  • $178 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
18.9K
+ 5.79%
$71.45 - $75.64 $1.35M - $1.43M
346K $26B
FNDB
Schwab Fundamental U S Broad M

ETFs
2.15K
+ 1.1%
$64.17 - $70.37 $138K - $151K
198K $13.9B
FNDA
Schwab Fundamental U S Small C

ETFs
5.82K
+ 4.43%
$54.26 - $60.01 $316K - $349K
137K $8.17B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.51K
+ 2.11%
$60.13 - $68.17 $151K - $171K
122K $8.25B
IVV
Ishares Core S&P 500 ETF

ETFs
213
+ 1.12%
$520.18 - $576.82 $111K - $123K
19.2K $11.1B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
26K
+ 8.2%
$19.2 - $19.82 $499K - $515K
343K $6.76B
VEA
Vanguard Ftse Developed Market

ETFs
4.86K
+ 4.37%
$47.6 - $53.31 $231K - $259K
116K $6.12B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.92K
+ 10.63%
$56.04 - $62.99 $444K - $499K
82.5K $5.04B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.53K
+ 3.55%
$105.53 - $118.34 $162K - $181K
44.7K $5.23B
FNDF
Schwab Fundamental Intl Large

ETFs
1.29K
+ 0.73%
$33.67 - $37.71 $43.4K - $48.6K
178K $6.65B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.67K
+ 1.98%
$57.32 - $62.65 $95.6K - $104K
86K $5.36B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.1K
+ 3.44%
$19.2 - $19.63 $231K - $237K
363K $7.09B
TIP
Ishares Tr Tips Bd ETF

ETFs
1.83K
+ 4.03%
$105.92 - $110.83 $194K - $203K
47.3K $5.23B
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.12K
New
$51.58 - $53.79 $264K - $275K
5.12K $275M
TMO
Thermo Fisher Scientific Inc.

Healthcare
346
New
$531.86 - $624.21 $184K - $216K
346 $214M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
6.76K
New
$26.13 - $31.72 $177K - $215K
6.76K $210M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
10.1K
New
$19.92 - $20.67 $200K - $208K
10.1K $207M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
4.55K
New
$39.43 - $44.82 $179K - $204K
4.55K $204M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.9K
+ 5.27%
$23.04 - $24.06 $89.7K - $93.7K
77.8K $1.87B
AAPL
Apple Inc.

Technology
111
+ 3.63%
$207.23 - $234.82 $23K - $26.1K
3.17K $738M
BSJR
Invesco Indx Tr

ETFs
2.73K
+ 5.88%
$22.08 - $22.75 $60.3K - $62.2K
49.3K $1.12B
Canadian Pacific Kansas City
4
+ 0.05%
N/A
8.26K $707M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
861
+ 1.81%
$23.08 - $23.52 $19.9K - $20.3K
48.5K $1.14B
EVRG
Evergy, Inc.

Utilities
6
+ 0.14%
$52.46 - $62.01 $315 - $372
4.23K $262M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.2K
+ 2.48%
$22.94 - $23.16 $27.5K - $27.8K
49.5K $1.14B
SPY
Spdr S&P 500 ETF Trust

ETFs
28
+ 5.08%
$517.38 - $573.86 $14.5K - $16.1K
579 $332M
CBSH
Commerce Bancshares Inc

Financial Services
163
+ 3.9%
$55.02 - $65.08 $8.97K - $10.6K
4.34K $258M
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.12%
$237.84 - $263.83 $238 - $264
864 $228M
Activity Summary
Buys All Purchases 29 New Holdings 5 Increased Positions 24 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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