Sound-Stewardship

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "FNDF",
  "FNDA",
  null,
  "A",
  null,
  "GLTR",
  "CP.TO",
  null,
  null,
  null,
  "EMXC",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "MSFT",
  "TMUS",
  "EPR",
  "EVRG",
  null,
  null,
  "IJR",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  null,
  "SCHX",
  "VO",
  null,
  "VWO",
  null,
  "AMZN",
  null,
  null,
  "VGT",
  "VEA",
  "BND",
  "VOO",
  "WMT",
  null,
  null,
  "LNT",
  "GRMN",
  null,
  "IXUS",
  "DGRO",
  "BRK-B",
  "CBSH",
  "EFA",
  "NEE",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 60
Total Value: 175516731
Accession Number: 0001667731-25-000434
Form Type: 13F-HR
CIK: sound-stewardship
Manager Name: Sound-Stewardship

Data Enrichment

58% identified

35 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

60 positions • $175.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 3

Sort by:

NEXTERA ENERGY INC

NEE|65339F101

Shares:6.0K

Value:$423.4K

% of Portfolio:0.2% ($423.4K/$175.5M)

464287465

EFA|464287465

Shares:5.2K

Value:$422.4K

% of Portfolio:0.2% ($422.4K/$175.5M)

ALLIANT ENERGY CORP

LNT|018802108

Shares:6.5K

Value:$417.7K

% of Portfolio:0.2% ($417.7K/$175.5M)

464285204

Shares:6.8K

Value:$398.8K

% of Portfolio:0.2% ($398.8K/$175.5M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:3.3K

Value:$381.0K

% of Portfolio:0.2% ($381.0K/$175.5M)

NVIDIA CORP

NVDA|67066G104

Shares:3.2K

Value:$344.3K

% of Portfolio:0.2% ($344.3K/$175.5M)

78463X756

Shares:5.7K

Value:$324.6K

% of Portfolio:0.2% ($324.6K/$175.5M)

808524201

SCHX|808524201

Shares:14.3K

Value:$316.9K

% of Portfolio:0.2% ($316.9K/$175.5M)

922908363

VOO|922908363

Shares:615

Value:$316.2K

% of Portfolio:0.2% ($316.2K/$175.5M)

EPR PROPERTIES

EPR|26884U109

Shares:5.6K

Value:$296.0K

% of Portfolio:0.2% ($296.0K/$175.5M)

Evergy, Inc.

EVRG|30034W106

Shares:4.2K

Value:$291.8K

% of Portfolio:0.2% ($291.8K/$175.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:504

Value:$281.9K

% of Portfolio:0.2% ($281.9K/$175.5M)

GARMIN LTD

GRMN|H2906T109

Shares:1.3K

Value:$278.2K

% of Portfolio:0.2% ($278.2K/$175.5M)

Walmart Inc.

WMT|931142103

Shares:3.2K

Value:$277.7K

% of Portfolio:0.2% ($277.7K/$175.5M)

COMMERCE BANCSHARES INC /MO/

CBSH|200525103

Shares:4.4K

Value:$273.9K

% of Portfolio:0.2% ($273.9K/$175.5M)

808524870

Shares:9.6K

Value:$257.9K

% of Portfolio:0.1% ($257.9K/$175.5M)

T-Mobile US, Inc.

TMUS|872590104

Shares:930

Value:$248.0K

% of Portfolio:0.1% ($248.0K/$175.5M)

AMAZON COM INC

AMZN|023135106

Shares:1.2K

Value:$229.0K

% of Portfolio:0.1% ($229.0K/$175.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:407

Value:$216.8K

% of Portfolio:0.1% ($216.8K/$175.5M)

922908629

VO|922908629

Shares:818

Value:$211.5K

% of Portfolio:0.1% ($211.5K/$175.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NEXTERA ENERGY INC(NEEcusip65339F101)	6.0K	QoQ -5.67% (-359) YoY -10.63% (-711)	All Managers (Combined)	$423.4K	0.2% ($423.4K/$175.5M)	QoQ -6.71% (-$30.5K) YoY -0.87% (-$3.7K)
(EFAcusip464287465)	5.2K	QoQ +0.76% (+39) YoY +6.81% (+330)	All Managers (Combined)	$422.4K	0.2% ($422.4K/$175.5M)	QoQ +8.91% (+$34.6K) YoY +9.30% (+$36.0K)
ALLIANT ENERGY CORP(LNTcusip018802108)	6.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$417.7K	0.2% ($417.7K/$175.5M)	QoQ +8.80% (+$33.8K) YoY +27.67% (+$90.5K)
(cusip464285204)✕	6.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$398.8K	0.2% ($398.8K/$175.5M)	QoQ +19.08% (+$63.9K) YoY +40.34% (+$114.7K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	3.3K	QoQ +4.15% (-130) YoY NEW(+3.3K)	All Managers (Combined)	$381.0K	0.2% ($381.0K/$175.5M)	QoQ -9.30% (-$39.1K) YoY NEW(+$381.0K)
NVIDIA CORP(NVDAcusip67066G104)	3.2K	QoQ +26.37% (+663) YoY +716.70% (-2.8K)	All Managers (Combined)	$344.3K	0.2% ($344.3K/$175.5M)	QoQ +1.99% (+$6.7K) YoY -2.13% (-$7.5K)
(cusip78463X756)✕	5.7K	QoQ -5.44% (-330) YoY -40.12% (-3.8K)	All Managers (Combined)	$324.6K	0.2% ($324.6K/$175.5M)	QoQ -8.63% (-$30.7K) YoY -39.23% (-$209.6K)
(SCHXcusip808524201)	14.3K	QoQ -2.98% (-442) YoY +176.75% (-9.2K)	All Managers (Combined)	$316.9K	0.2% ($316.9K/$175.5M)	QoQ -7.59% (-$26.0K) YoY -1.52% (-$4.9K)
(VOOcusip922908363)	615	QoQ -6.25% (-41) YoY -10.86% (-75)	All Managers (Combined)	$316.2K	0.2% ($316.2K/$175.5M)	QoQ -10.57% (-$37.4K) YoY -4.63% (-$15.4K)
EPR PROPERTIES(EPRcusip26884U109)	5.6K	QoQ +15.54% (+757) YoY -38.77% (-3.6K)	All Managers (Combined)	$296.0K	0.2% ($296.0K/$175.5M)	QoQ +37.28% (+$80.4K) YoY -24.12% (-$94.1K)
Evergy, Inc.(EVRGcusip30034W106)	4.2K	QoQ 0.00% (+0) YoY +0.14% (+6)	All Managers (Combined)	$291.8K	0.2% ($291.8K/$175.5M)	QoQ +12.02% (+$31.3K) YoY +29.35% (+$66.2K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	504	QoQ -15.85% (-95) YoY NEW(+504)	All Managers (Combined)	$281.9K	0.2% ($281.9K/$175.5M)	QoQ -19.69% (-$69.1K) YoY NEW(+$281.9K)
GARMIN LTD(GRMNcusipH2906T109)	1.3K	QoQ -10.73% (-154) YoY -34.87% (-686)	All Managers (Combined)	$278.2K	0.2% ($278.2K/$175.5M)	QoQ -6.01% (-$17.8K) YoY -5.01% (-$14.7K)
Walmart Inc.(WMTcusip931142103)	3.2K	QoQ +3.53% (+108) YoY NEW(+3.2K)	All Managers (Combined)	$277.7K	0.2% ($277.7K/$175.5M)	QoQ +0.61% (+$1.7K) YoY NEW(+$277.7K)
COMMERCE BANCSHARES INC /MO/(CBSHcusip200525103)	4.4K	QoQ -3.35% (-153) YoY +5.41% (+226)	All Managers (Combined)	$273.9K	0.2% ($273.9K/$175.5M)	QoQ -3.48% (-$9.9K) YoY +23.30% (+$51.8K)
(cusip808524870)✕	9.6K	QoQ NEW(+9.6K) YoY +86.79% (-4.5K)	All Managers (Combined)	$257.9K	0.1% ($257.9K/$175.5M)	QoQ NEW(+$257.9K) YoY -3.70% (-$9.9K)
T-Mobile US, Inc.(TMUScusip872590104)	930	QoQ NEW(+930) YoY NEW(+930)	All Managers (Combined)	$248.0K	0.1% ($248.0K/$175.5M)	QoQ NEW(+$248.0K) YoY NEW(+$248.0K)
AMAZON COM INC(AMZNcusip023135106)	1.2K	QoQ +15.56% (+162) YoY NEW(+1.2K)	All Managers (Combined)	$229.0K	0.1% ($229.0K/$175.5M)	QoQ +0.25% (+$589) YoY NEW(+$229.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	407	QoQ NEW(+407) YoY NEW(+407)	All Managers (Combined)	$216.8K	0.1% ($216.8K/$175.5M)	QoQ NEW(+$216.8K) YoY NEW(+$216.8K)
(VOcusip922908629)	818	QoQ -2.50% (-21) YoY -5.21% (-45)	All Managers (Combined)	$211.5K	0.1% ($211.5K/$175.5M)	QoQ -4.53% (-$10.1K) YoY -1.84% (-$4.0K)