0001398344-20-013957.txt : 20200717 0001398344-20-013957.hdr.sgml : 20200717 20200717142048 ACCESSION NUMBER: 0001398344-20-013957 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200717 DATE AS OF CHANGE: 20200717 EFFECTIVENESS DATE: 20200717 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sound Financial Strategies Group, LLC CENTRAL INDEX KEY: 0001800620 IRS NUMBER: 844029425 STATE OF INCORPORATION: MS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20023 FILM NUMBER: 201033482 BUSINESS ADDRESS: STREET 1: 579 LAKELAND E DRIVE CITY: FLOWOOD STATE: MS ZIP: 39232 BUSINESS PHONE: (601)856-3825 MAIL ADDRESS: STREET 1: 579 LAKELAND E DRIVE CITY: FLOWOOD STATE: MS ZIP: 39232 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001800620 XXXXXXXX 06-30-2020 06-30-2020 false Sound Financial Strategies Group, LLC

579 LAKELAND E DRIVE FLOWOOD MS 39232

13F HOLDINGS REPORT 028-20023 N Joel R Holden, Jr 601-856-3825 /s/ Joel R Holden, Jr Flowood MS 07-17-2020 0 62 154462 INFORMATION TABLE 2 fp0055585_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 482 5268 SH SOLE 5268 0 0 AFLAC INC COM 001055102 774 21469 SH SOLE 21469 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 404 4576 SH SOLE 4576 0 0 AIR PRODS & CHEMS INC COM 009158106 508 2105 SH SOLE 2105 0 0 AMERICAN TOWER CORP NEW COM 03027X100 382 1479 SH SOLE 1479 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 462 3100 SH SOLE 3100 0 0 BECTON DICKINSON & CO COM 075887109 799 3339 SH SOLE 3339 0 0 CHEVRON CORP NEW COM 166764100 518 5802 SH SOLE 5802 0 0 CHUBB LIMITED COM H1467J104 478 3773 SH SOLE 3773 0 0 CINCINNATI FINL CORP COM 172062101 637 9954 SH SOLE 9954 0 0 CINTAS CORP COM 172908105 1149 4312 SH SOLE 4312 0 0 CLOROX CO DEL COM 189054109 554 2524 SH SOLE 2524 0 0 COCA COLA CO COM 191216100 423 9470 SH SOLE 9470 0 0 CONSOLIDATED EDISON INC COM 209115104 693 9640 SH SOLE 9640 0 0 COSTCO WHSL CORP NEW COM 22160K105 349 1150 SH SOLE 1150 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 379 2262 SH SOLE 2262 0 0 DOLLAR GEN CORP NEW COM 256677105 419 2199 SH SOLE 2199 0 0 DOVER CORP COM 260003108 844 8744 SH SOLE 8744 0 0 ECOLAB INC COM 278865100 957 4809 SH SOLE 4809 0 0 EXXON MOBIL CORP COM 30231G102 502 11231 SH SOLE 11231 0 0 FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 868 10182 SH SOLE 10182 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 364 2713 SH SOLE 2713 0 0 GENUINE PARTS CO COM 372460105 998 11479 SH SOLE 11479 0 0 GRAINGER W W INC COM 384802104 533 1696 SH SOLE 1696 0 0 HORMEL FOODS CORP COM 440452100 439 9105 SH SOLE 9105 0 0 ISHARES INC CORE MSCI EMKT 46434G103 253 5313 SH SOLE 5313 0 0 ISHARES INC ESG MSCI EM ETF 46434G863 3 79 SH SOLE 79 0 0 ISHARES TR CORE US AGGBD ET 464287226 63426 536552 SH SOLE 536552 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 8765 71922 SH SOLE 71922 0 0 ISHARES TR CORE S&P US GWT 464287671 2284 31771 SH SOLE 31771 0 0 ISHARES TR CORE S&P SCP ETF 464287804 316 4627 SH SOLE 4627 0 0 ISHARES TR CORE LT USDB ETF 464289479 3763 50198 SH SOLE 50198 0 0 ISHARES TR CORE MSCI EAFE 46432F842 1352 23649 SH SOLE 23649 0 0 ISHARES TR CORE 1 5 YR USD 46432F859 428 8311 SH SOLE 8311 0 0 ISHARES TR CORE TOTAL USD 46434V613 1590 29273 SH SOLE 29273 0 0 ISHARES TR CORE DIV GRWTH 46434V621 437 11614 SH SOLE 11614 0 0 JOHNSON & JOHNSON COM 478160104 453 3221 SH SOLE 3221 0 0 KIMBERLY CLARK CORP COM 494368103 469 3315 SH SOLE 3315 0 0 KRANESHARES TR KYA DYNMC INC 500767686 18962 909003 SH SOLE 909003 0 0 LINDE PLC SHS G5494J103 517 2444 SH SOLE 2444 0 0 LOWES COS INC COM 548661107 1163 8605 SH SOLE 8605 0 0 MCCORMICK & CO INC COM NON VTG 579780206 960 5351 SH SOLE 5351 0 0 MCDONALDS CORP COM 580135101 466 2528 SH SOLE 2528 0 0 MEDTRONIC PLC SHS G5960L103 432 4714 SH SOLE 4714 0 0 PACER FDS TR TRENDPILOT US BD 69374H642 18759 752183 SH SOLE 752183 0 0 PACER FDS TR WEALTHSHIELD 69374H840 5464 234115 SH SOLE 234115 0 0 PEPSICO INC COM 713448108 453 3425 SH SOLE 3425 0 0 PROCTER AND GAMBLE CO COM 742718109 458 3834 SH SOLE 3834 0 0 ROPER TECHNOLOGIES INC COM 776696106 936 2410 SH SOLE 2410 0 0 ROSS STORES INC COM 778296103 323 3794 SH SOLE 3794 0 0 S&P GLOBAL INC COM 78409V104 575 1745 SH SOLE 1745 0 0 SHERWIN WILLIAMS CO COM 824348106 930 1610 SH SOLE 1610 0 0 STRYKER CORPORATION COM 863667101 358 1989 SH SOLE 1989 0 0 SYSCO CORP COM 871829107 894 16354 SH SOLE 16354 0 0 TARGET CORP COM 87612E106 547 4557 SH SOLE 4557 0 0 UNION PAC CORP COM 907818108 397 2351 SH SOLE 2351 0 0 V F CORP COM 918204108 787 12912 SH SOLE 12912 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1556 28739 SH SOLE 28739 0 0 VICTORY PORTFOLIOS II VCSHS US 500 VOL 92647N766 139 2749 SH SOLE 2749 0 0 VICTORY PORTFOLIOS II VCSHS US LRG CAP 92647N865 92 2336 SH SOLE 2336 0 0 WALMART INC COM 931142103 446 3721 SH SOLE 3721 0 0 ZOETIS INC CL A 98978V103 395 2882 SH SOLE 2882 0 0