Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOUND STEWARDSHIP LLC | 05-08-2024 | 03-31-2024 | 61 | 164,868,772 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1 | $23,208,641 | 319,546 | 0.01 | 0.00 | 239,408 | 298.74 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US BM | 2 | $12,964,975 | 195,668 | 0.01 | 0.01 | 1,169 | 0.60 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 3 | $9,971,329 | 18,967 | 0.01 | 0.01 | 273 | 1.46 | 03-31-2024 |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 4 | $8,542,666 | 89,452 | 0.01 | 0.01 | 2,822 | 3.26 | 03-31-2024 |
