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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

Institutional Manager · CIK 0001800620

Sound Financial Strategies Group, LLC

FLOWOOD, MS · File #028-20023

Latest AUM
$141.6M
Positions
109
Top-10 Concentration
53.4%
Filings
12

Sector Allocation

Industrials
4.5%$6.4M
Financials
3.2%$4.5M
Technology
2.4%$3.4M
Materials
1.8%$2.6M
Utilities
1.4%$2.0M
Energy
1.2%$1.7M
Healthcare
1.0%$1.5M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287440143,321$13.8M12.34%
2ISHARES TR464287226137,922$13.8M12.33%
3ISHARES TR46436E71854,465$5.5M4.89%
4VANGUARD INTL EQUITY INDEX F92204285890,372$4.9M4.35%
5ISHARES TR46432F39616,682$4.2M3.74%
6ISHARES TR46432F33919,877$3.9M3.53%
7TIMOTHY PLAN887432334107,549$3.7M3.34%
8NORTHERN LTS FD TR IVNTRSO100,524$3.7M3.28%
9SIMPLIFY EXCHANGE TRADED FUN82889N764100,735$3.2M2.89%
10KRANESHARES TRUST500767389110,977$3.0M2.73%
11NORTHERN LTS FD TR IVNTRSO11,777$2.9M2.62%
12VANGUARD SCOTTSDALE FDS92206C68023,239$2.8M2.53%
13TIMOTHY PLAN88743235962,204$2.8M2.53%
14FIRST TR EXCHANGE-TRADED FD33734410518,958$2.7M2.41%
15EASTGROUP PPTYS INC27727610112,551$2.2M2.00%
16LITMAN GREGORY FDS TR53700T82775,842$2.1M1.91%
17KRANESHARES TRUST50076765279,362$2.1M1.84%
18SIMPLIFY EXCHANGE TRADED FUN82889N69974,702$2.0M1.82%
19NORTHERN LTS FD TR IVNTRSO45,924$1.8M1.59%
20TIMOTHY PLAN88743234242,497$1.8M1.58%