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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 Q2 2025 · Filed July 14, 2025 · Accession 0001667731-25-000791

Total Value
$193.9M
Positions
62
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (62)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS921937835384,486$28.3M14.60%
2SCHWAB STRATEGIC TR808524789616,513$14.8M7.63%
3ISHARES TR46428720019,907$12.4M6.38%
4ABRDN PRECIOUS METALS BASKETGLTR69,351$9.6M4.94%
5ISHARES TR464288273129,532$9.4M4.86%
6SCHWAB STRATEGIC TR808524763293,443$8.4M4.34%
7SCHWAB STRATEGIC TR808524755189,607$7.6M3.91%
8INVESCO EXCH TRD SLF IDX FDIVZ381,764$7.5M3.84%
9INVESCO EXCH TRD SLF IDX FDIVZ373,666$7.3M3.79%
10VANGUARD TAX-MANAGED FDS921943858128,760$7.3M3.79%
11INVESCO EXCH TRD SLF IDX FDIVZ350,356$7.2M3.70%
12INVESCO EXCH TRD SLF IDX FDIVZ343,672$7.1M3.67%
13VANGUARD WORLD FD92204A7028,676$5.8M2.97%
14ISHARES TR46428750791,939$5.7M2.94%
15ISHARES TR46428780451,572$5.6M2.91%
16ISHARES TR46428717650,756$5.6M2.88%
17ISHARES INC46434G76487,932$5.6M2.86%
18INVESCO EXCHANGE TRADED FD TIVZ78,085$3.2M1.64%
19VANGUARD INDEX FDS92290876910,095$3.1M1.58%
20VANGUARD INTL EQUITY INDEX F92204285843,021$2.1M1.10%
21SPDR SERIES TRUST78468R60686,466$2.1M1.06%
22ISHARES TR46434V62131,868$2.0M1.05%
23ISHARES TR46428844857,366$2.0M1.02%
24WISDOMTREE TRWT34,323$1.9M0.98%
25TIMOTHY PLAN88743233452,994$1.7M0.88%
26MICROSOFT CORPMSFT2,393$1.2M0.61%
27INVESCO EXCH TRD SLF IDX FDIVZ50,740$1.2M0.61%
28INVESCO EXCH TRD SLF IDX FDIVZ51,303$1.2M0.61%
29INVESCO EXCH TRD SLF IDX FDIVZ53,005$1.2M0.60%
30INVESCO EXCH TRD SLF IDX FDIVZ51,218$1.2M0.60%
31TIMOTHY PLAN88743234224,161$934,5370.48%
32ISHARES TR46436E56918,698$891,6760.46%
33ISHARES TR4642871506,492$876,6780.45%
34ISHARES TR46435U66320,095$830,5300.43%
35APPLE INCAAPL3,477$713,2880.37%
36TIMOTHY PLAN88743235915,108$678,3110.35%
37WISDOMTREE TRWT8,645$649,3260.33%
38EPR PPTYS26884U10910,922$636,3160.33%
39CANADIAN PACIFIC KANSAS CITYCP7,778$616,5590.32%
40NUSHARES ETF TRNU16,960$601,9080.31%
41ISHARES TR46432F8347,299$564,2730.29%
42NVIDIA CORPORATIONNVDA2,940$464,5080.24%
43ISHARES TR4642874655,021$448,8020.23%
44ISHARES TR4642888023,383$428,7340.22%
45NEXTERA ENERGY INCNEE-PW5,954$413,3540.21%
46ALLIANT ENERGY CORPLNT6,491$392,5110.20%
47AGILENT TECHNOLOGIES INCA3,257$384,3780.20%
48ISHARES GOLD TRIAU6,150$383,5140.20%
49SPDR INDEX SHS FDS78463X7565,743$356,2360.18%
50SCHWAB STRATEGIC TR80852420114,570$356,0960.18%
51VANGUARD INDEX FDS922908363612$347,8280.18%
52SPDR S&P 500 ETF TRSPY529$326,8430.17%
53WALMART INCWMT3,060$299,2160.15%
54EVERGY INCEVRG4,232$291,7120.15%
55BERKSHIRE HATHAWAY INC DELBRK-A595$289,0340.15%
56COMMERCE BANCSHARES INCCBSH4,402$273,6730.14%
57AMAZON COM INCAMZN1,203$264,0050.14%
58SCHWAB STRATEGIC TR8085248709,276$247,4960.13%
59VANGUARD INDEX FDS922908629818$228,8880.12%
60NUSHARES ETF TRNU6,751$224,1880.12%
61ISHARES TR46436E5515,301$219,9720.11%
62GARMIN LTDGRMN1,006$210,0220.11%