Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOUND STEWARDSHIP LLC | 01-17-2024 | 12-31-2023 | 65 | 151,083,016 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWAB FDT US BM | 1 | $11,883,887 | 194,499 | 0.01 | 0.01 | 4,224 | 2.22 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $8,928,857 | 18,694 | 0.01 | 0.01 | 546 | 3.01 | 12-31-2023 |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 3 | $7,885,063 | 86,630 | 0.01 | 0.00 | 755 | 0.88 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 4 | $7,058,449 | 127,524 | 0.00 | 0.00 | 6,688 | 5.53 | 12-31-2023 |
