Sound Financial Strategies Group, LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sound Financial Strategies Group, LLC opened 51 positions, added to 1, reduced 0, sold out of 46 and left 0 unchanged. The largest increase in value was AGG (+$15,886,488); the largest decrease was AGG (-$15,963,013).
Two Form 13F-HR filings compared (SEC CIK 1800620): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
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