Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Sound Stewardship, LLC

Quarter ended Q1 2025 · Filed April 16, 2025 · Accession 0001667731-25-000434

Total Value
$175.5M
Positions
60
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (60)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS921937835371,256$27.3M15.54%
2SCHWAB STRATEGIC TR808524789572,124$13.2M7.50%
3ISHARES TR46428720018,451$10.4M5.91%
4ABRDN PRECIOUS METALS BASKETGLTR76,326$9.9M5.63%
5ISHARES TR464288273127,583$8.1M4.62%
6SCHWAB STRATEGIC TR808524763272,702$7.5M4.26%
7INVESCO EXCH TRD SLF IDX FDIVZ373,945$7.3M4.15%
8INVESCO EXCH TRD SLF IDX FDIVZ364,204$7.1M4.07%
9INVESCO EXCH TRD SLF IDX FDIVZ341,051$7.1M4.02%
10SCHWAB STRATEGIC TR808524755185,516$6.7M3.82%
11INVESCO EXCH TRD SLF IDX FDIVZ318,528$6.5M3.69%
12VANGUARD TAX-MANAGED FDS921943858122,375$6.2M3.54%
13ISHARES TR46428717649,247$5.5M3.12%
14ISHARES TR46428750784,654$4.9M2.81%
15ISHARES INC46434G76486,952$4.8M2.73%
16ISHARES TR46428780444,739$4.7M2.67%
17VANGUARD WORLD FD92204A7028,137$4.4M2.51%
18INVESCO EXCHANGE TRADED FD TIVZ75,963$2.9M1.64%
19VANGUARD INDEX FDS9229087698,794$2.4M1.38%
20ISHARES TR46434V62131,811$2.0M1.12%
21SPDR SER TR78468R60682,753$1.9M1.10%
22ISHARES TR46428844857,200$1.8M1.01%
23VANGUARD INTL EQUITY INDEX F92204285838,145$1.7M0.98%
24TIMOTHY PLAN88743233453,518$1.5M0.88%
25WISDOMTREE TRWT31,757$1.5M0.87%
26INVESCO EXCH TRD SLF IDX FDIVZ50,942$1.2M0.67%
27INVESCO EXCH TRD SLF IDX FDIVZ50,186$1.2M0.66%
28INVESCO EXCH TRD SLF IDX FDIVZ51,299$1.1M0.65%
29INVESCO EXCH TRD SLF IDX FDIVZ47,551$1.0M0.59%
30ISHARES TR4642888028,532$980,0610.56%
31TIMOTHY PLAN88743234224,292$899,5210.51%
32MICROSOFT CORPMSFT2,393$898,3880.51%
33ISHARES TR4642871506,826$832,8770.47%
34APPLE INCAAPL3,476$772,1590.44%
35TIMOTHY PLAN88743235914,929$633,5870.36%
36WISDOMTREE TRWT8,645$570,5880.33%
37CANADIAN PACIFIC KANSAS CITYCP7,778$546,0910.31%
38NUSHARES ETF TRNU16,164$514,8210.29%
39ISHARES TR46432F8347,299$509,5320.29%
40NUSHARES ETF TRNU11,377$436,1980.25%
41NEXTERA ENERGY INCNEE-PW5,972$423,3830.24%
42ISHARES TR4642874655,169$422,4350.24%
43ALLIANT ENERGY CORPLNT6,491$417,6960.24%
44ISHARES GOLD TRIAU6,764$398,8060.23%
45AGILENT TECHNOLOGIES INCA3,257$381,0230.22%
46NVIDIA CORPORATIONNVDA3,177$344,3350.20%
47SPDR INDEX SHS FDS78463X7565,733$324,6480.18%
48SCHWAB STRATEGIC TR80852420114,350$316,8540.18%
49VANGUARD INDEX FDS922908363615$316,2300.18%
50EPR PPTYS26884U1095,626$295,9840.17%
51EVERGY INCEVRG4,232$291,7970.17%
52SPDR S&P 500 ETF TRSPY504$281,9330.16%
53GARMIN LTDGRMN1,281$278,1560.16%
54WALMART INCWMT3,163$277,6880.16%
55COMMERCE BANCSHARES INCCBSH4,402$273,9370.16%
56SCHWAB STRATEGIC TR8085248709,592$257,9380.15%
57T-MOBILE US INCTMUSZ930$248,0380.14%
58AMAZON COM INCAMZN1,203$228,9510.13%
59BERKSHIRE HATHAWAY INC DELBRK-A407$216,7610.12%
60VANGUARD INDEX FDS922908629818$211,5390.12%