0001398344-22-008837.txt : 20220506 0001398344-22-008837.hdr.sgml : 20220506 20220505113506 ACCESSION NUMBER: 0001398344-22-008837 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220505 DATE AS OF CHANGE: 20220505 EFFECTIVENESS DATE: 20220505 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: 22894978 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 03-31-2022 03-31-2022 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 05-05-2022 0 65 181074 INFORMATION TABLE 2 fp0075348_13fhr-table.xml 13F INFORMATION TABLE ABBVIE INC COM 00287Y109 853 5259 SH SOLE 5259 0 0 AFLAC INC COM 001055102 1765 27408 SH SOLE 27408 0 0 ALBEMARLE CORP COM 012653101 1622 7333 SH SOLE 7333 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 866 9592 SH SOLE 9592 0 0 ATMOS ENERGY CORP COM 049560105 1617 13536 SH SOLE 13536 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 1602 7042 SH SOLE 7042 0 0 BECTON DICKINSON & CO COM 075887109 1609 6050 SH SOLE 6050 0 0 BROWN & BROWN INC COM 115236101 1603 22184 SH SOLE 22184 0 0 CHEVRON CORP NEW COM 166764100 1747 10728 SH SOLE 10728 0 0 CHUBB LIMITED COM H1467J104 1644 7686 SH SOLE 7686 0 0 CHURCH & DWIGHT CO INC COM 171340102 1643 16537 SH SOLE 16537 0 0 CINCINNATI FINL CORP COM 172062101 1610 11842 SH SOLE 11842 0 0 CINTAS CORP COM 172908105 1634 3842 SH SOLE 3842 0 0 COCA COLA CO COM 191216100 1619 26119 SH SOLE 26119 0 0 CONSOLIDATED EDISON INC COM 209115104 1617 17077 SH SOLE 17077 0 0 DOVER CORP COM 260003108 1646 10490 SH SOLE 10490 0 0 EMERSON ELEC CO COM 291011104 849 8660 SH SOLE 8660 0 0 ESSEX PPTY TR INC COM 297178105 1602 4637 SH SOLE 4637 0 0 EXXON MOBIL CORP COM 30231G102 1659 20092 SH SOLE 20092 0 0 FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 1603 13135 SH SOLE 13135 0 0 GENERAL DYNAMICS CORP COM 369550108 1621 6723 SH SOLE 6723 0 0 GENUINE PARTS CO COM 372460105 1653 13117 SH SOLE 13117 0 0 GRAINGER W W INC COM 384802104 1652 3202 SH SOLE 3202 0 0 INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 1270 49182 SH SOLE 49182 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 3292 49061 SH SOLE 49061 0 0 INVESCO EXCH TRADED FD TR II DWA EMERG MKTS 46138E867 6 256 SH SOLE 256 0 0 ISHARES TR EAFE VALUE ETF 464288877 4896 97421 SH SOLE 97421 0 0 ISHARES TR EAFE GRWTH ETF 464288885 67 698 SH SOLE 698 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 136 1011 SH SOLE 1011 0 0 ISHARES TR MSCI USA MMENTM 46432F396 123 732 SH SOLE 732 0 0 ISHARES TR CORE MSCI EAFE 46432F842 134 1927 SH SOLE 1927 0 0 ISHARES TR CORE 1 5 YR USD 46432F859 5 101 SH SOLE 101 0 0 ISHARES TR MSCI INTL MOMENT 46434V449 123 3479 SH SOLE 3479 0 0 ISHARES TR MSCI INTL QUALTY 46434V456 196 5315 SH SOLE 5315 0 0 ISHARES TR CORE DIV GRWTH 46434V621 1213 22715 SH SOLE 22715 0 0 JOHNSON & JOHNSON COM 478160104 801 4518 SH SOLE 4518 0 0 LINDE PLC SHS G5494J103 1650 5165 SH SOLE 5165 0 0 LOWES COS INC COM 548661107 832 4113 SH SOLE 4113 0 0 MCCORMICK & CO INC COM NON VTG 579780206 828 8297 SH SOLE 8297 0 0 MCDONALDS CORP COM 580135101 1610 6510 SH SOLE 6510 0 0 NEXTERA ENERGY INC COM 65339F101 1606 18964 SH SOLE 18964 0 0 NUCOR CORP COM 670346105 1641 11042 SH SOLE 11042 0 0 PACER FDS TR TRENDP US LAR CP 69374H105 612 15749 SH SOLE 15749 0 0 PACER FDS TR TRENDPILOT US BD 69374H642 46756 1923319 SH SOLE 1923319 0 0 PACER FDS TR WEALTHSHIELD 69374H840 964 31323 SH SOLE 31323 0 0 PEOPLES UNITED FINANCIAL INC COM 712704105 1649 82515 SH SOLE 82515 0 0 PEPSICO INC COM 713448108 1616 9652 SH SOLE 9652 0 0 PROCTER AND GAMBLE CO COM 742718109 1624 10631 SH SOLE 10631 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 1132 11926 SH SOLE 11926 0 0 REALTY INCOME CORP COM 756109104 1600 23087 SH SOLE 23087 0 0 ROPER TECHNOLOGIES INC COM 776696106 1597 3381 SH SOLE 3381 0 0 S&P GLOBAL INC COM 78409V104 1625 3962 SH SOLE 3962 0 0 TARGET CORP COM 87612E106 819 3859 SH SOLE 3859 0 0 TIMOTHY PLAN HIGH DIVIDEND 887432276 48 1757 SH SOLE 1757 0 0 TIMOTHY PLAN US LARGE MID CP 887432284 26 1010 SH SOLE 1010 0 0 TIMOTHY PLAN HIG DV STK ETF 887432326 2984 90360 SH SOLE 90360 0 0 TIMOTHY PLAN INTL ETF 887432334 5 190 SH SOLE 190 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 262 4554 SH SOLE 4554 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 46718 788348 SH SOLE 788348 0 0 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 436 2136 SH SOLE 2136 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 121 1465 SH SOLE 1465 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 395 5539 SH SOLE 5539 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 11880 163180 SH SOLE 163180 0 0 WALMART INC COM 931142103 811 5444 SH SOLE 5444 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 1627 3961 SH SOLE 3961 0 0