0001998101-24-000002.txt : 20240508 0001998101-24-000002.hdr.sgml : 20240508 20240508102359 ACCESSION NUMBER: 0001998101-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240508 DATE AS OF CHANGE: 20240508 EFFECTIVENESS DATE: 20240508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sound Stewardship, LLC CENTRAL INDEX KEY: 0001998101 ORGANIZATION NAME: IRS NUMBER: 200401194 STATE OF INCORPORATION: KS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23406 FILM NUMBER: 24924666 BUSINESS ADDRESS: STREET 1: 9101 W. 110TH ST., SUITE 150 CITY: OVERLAND PARK STATE: KS ZIP: 66210 BUSINESS PHONE: 913-317-6000 MAIL ADDRESS: STREET 1: 9101 W. 110TH ST., SUITE 150 CITY: OVERLAND PARK STATE: KS ZIP: 66210 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001998101 XXXXXXXX 03-31-2024 03-31-2024 false Sound Stewardship, LLC

9101 W. 110th St., Suite 150 Overland Park KS 66210

13F HOLDINGS REPORT 028-23406 000129755 801-110568 N Matthew J. Syverson 913-317-6000 /s/ Matthew J. Syverson Overland Park KS 05-08-2024 0 61 164868772 INFORMATION TABLE 2 infotable.xml ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 8542666 89452 SH SOLE 0 0 89452 ALLIANT ENERGY CORP COM 018802108 327147 6491 SH SOLE 0 0 6491 APPLE INC COM 037833100 523913 3055 SH SOLE 0 0 3055 CANADIAN PACIFIC KANSAS CITY COM 13646K108 727607 8252 SH SOLE 0 0 8252 COMMERCE BANCSHARES INC COM 200525103 222164 4176 SH SOLE 0 0 4176 EPR PPTYS COM SH BEN INT 26884U109 390074 9189 SH SOLE 0 0 9189 EVERGY INC COM 30034W106 225584 4226 SH SOLE 0 0 4226 GARMIN LTD SHS H2906T109 292850 1967 SH SOLE 0 0 1967 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 239710 11716 SH SOLE 0 0 11716 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 6700784 327987 SH SOLE 0 0 327987 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 6168595 319782 SH SOLE 0 0 319782 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 6634187 316366 SH SOLE 0 0 316366 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 1123573 48957 SH SOLE 0 0 48957 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 1107283 48715 SH SOLE 0 0 48715 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 1108930 47840 SH SOLE 0 0 47840 INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 46138J585 1045276 46979 SH SOLE 0 0 46979 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 6642524 345785 SH SOLE 0 0 345785 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 3071599 78198 SH SOLE 0 0 78198 ISHARES GOLD TR ISHARES NEW 464285204 284156 6764 SH SOLE 0 0 6764 ISHARES INC CORE MSCI EMKT 46434G103 226517 4390 SH SOLE 0 0 4390 ISHARES INC MSCI EMRG CHN 46434G764 1442794 25062 SH SOLE 0 0 25062 ISHARES TR TIPS BD ETF 464287176 4842818 45087 SH SOLE 0 0 45087 ISHARES TR CORE S&P SCP ETF 464287804 4710662 42623 SH SOLE 0 0 42623 ISHARES TR CORE DIV GRWTH 46434V621 1965048 33845 SH SOLE 0 0 33845 ISHARES TR INTL SEL DIV ETF 464288448 1750690 62435 SH SOLE 0 0 62435 ISHARES TR MSCI USA ESG SLC 464288802 1213124 11112 SH SOLE 0 0 11112 ISHARES TR EAFE SML CP ETF 464288273 7446955 117590 SH SOLE 0 0 117590 ISHARES TR CORE MSCI TOTAL 46432F834 554580 8172 SH SOLE 0 0 8172 ISHARES TR CORE S&P TTL STK 464287150 925112 8024 SH SOLE 0 0 8024 ISHARES TR CORE S&P500 ETF 464287200 9971329 18967 SH SOLE 0 0 18967 ISHARES TR MSCI EAFE ETF 464287465 386475 4839 SH SOLE 0 0 4839 ISHARES TR CORE S&P MCP ETF 464287507 5072631 83514 SH SOLE 0 0 83514 ISHARES TR IBOXX HI YD ETF 464288513 305580 3931 SH SOLE 0 0 3931 ISHARES TR CORE 1 5 YR USD 46432F859 505393 10653 SH SOLE 0 0 10653 MICROSOFT CORP COM 594918104 991669 2357 SH SOLE 0 0 2357 NEXTERA ENERGY INC COM 65339F101 427112 6683 SH SOLE 0 0 6683 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 257387 5787 SH SOLE 0 0 5787 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 561681 18078 SH SOLE 0 0 18078 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 474848 11417 SH SOLE 0 0 11417 NVIDIA CORPORATION COM 67066G104 351859 389 SH SOLE 0 0 389 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 12964975 195668 SH SOLE 0 0 195668 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 6178493 173504 SH SOLE 0 0 173504 SCHWAB STRATEGIC TR US TIPS ETF 808524870 267857 5135 SH SOLE 0 0 5135 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 321760 5185 SH SOLE 0 0 5185 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 7415807 130033 SH SOLE 0 0 130033 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 534276 9575 SH SOLE 0 0 9575 SPDR SER TR S&P BIOTECH 78464A870 225570 2377 SH SOLE 0 0 2377 SPDR SER TR PORTFLI HIGH YLD 78468R606 1578200 67272 SH SOLE 0 0 67272 THERMO FISHER SCIENTIFIC INC COM 883556102 209236 360 SH SOLE 0 0 360 TIMOTHY PLAN U S SM CP CORE 887432342 801641 21849 SH SOLE 0 0 21849 TIMOTHY PLAN US LRGMD CP CORE 887432359 599257 14231 SH SOLE 0 0 14231 TIMOTHY PLAN INTL ETF 887432334 1318948 48411 SH SOLE 0 0 48411 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 23208641 319546 SH SOLE 0 0 319546 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 331615 690 SH SOLE 0 0 690 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2421439 9317 SH SOLE 0 0 9317 VANGUARD INDEX FDS MID CAP ETF 922908629 215525 863 SH SOLE 0 0 863 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2880878 68970 SH SOLE 0 0 68970 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5523665 110099 SH SOLE 0 0 110099 VANGUARD WORLD FD INF TECH ETF 92204A702 4613556 8799 SH SOLE 0 0 8799 WISDOMTREE TR INTL SMCAP DIV 97717W760 589530 9040 SH SOLE 0 0 9040 WISDOMTREE TR EMG MKTS SMCAP 97717W281 2905017 57118 SH SOLE 0 0 57118