0001398344-23-008512.txt : 20230502 0001398344-23-008512.hdr.sgml : 20230502 20230502162705 ACCESSION NUMBER: 0001398344-23-008512 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230502 DATE AS OF CHANGE: 20230502 EFFECTIVENESS DATE: 20230502 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: 23879498 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 X0202 13F-HR LIVE false false false 0001800620 XXXXXXXX 03-31-2023 03-31-2023 false Sound Financial Strategies Group, LLC

579 LAKELAND E DRIVE FLOWOOD MS 39232

13F HOLDINGS REPORT 028-20023 000286261 801-108894 N Joel R Holden, Jr 601-856-3825 /s/ Joel R Holden, Jr Flowood MS 05-02-2023 0 56 149883586 INFORMATION TABLE 2 fp0083216-1_13fhr-table.xml ABBVIE INC COM 00287Y109 1048655 6580 SH SOLE 0 0 6580 AFLAC INC COM 001055102 1020793 15821 SH SOLE 0 0 15821 AIR PRODS & CHEMS INC COM 009158106 1082782 3770 SH SOLE 0 0 3770 BECTON DICKINSON & CO COM 075887109 1039916 4201 SH SOLE 0 0 4201 CARDINAL HEALTH INC COM 14149Y108 1051715 13930 SH SOLE 0 0 13930 CATERPILLAR INC COM 149123101 1066166 4659 SH SOLE 0 0 4659 CHURCH & DWIGHT CO INC COM 171340102 1107158 12523 SH SOLE 0 0 12523 CINCINNATI FINL CORP COM 172062101 675170 6024 SH SOLE 0 0 6024 CINTAS CORP COM 172908105 1084059 2343 SH SOLE 0 0 2343 CLOROX CO DEL COM 189054109 1071443 6771 SH SOLE 0 0 6771 COCA COLA CO COM 191216100 1030442 16612 SH SOLE 0 0 16612 CONSOLIDATED EDISON INC COM 209115104 1039168 10862 SH SOLE 0 0 10862 DOVER CORP COM 260003108 1151401 7578 SH SOLE 0 0 7578 ECOLAB INC COM 278865100 1039859 6282 SH SOLE 0 0 6282 EXPEDITORS INTL WASH INC COM 302130109 1044378 9484 SH SOLE 0 0 9484 EXXON MOBIL CORP COM 30231G102 1074339 9797 SH SOLE 0 0 9797 GENUINE PARTS CO COM 372460105 1016074 6073 SH SOLE 0 0 6073 GRAINGER W W INC COM 384802104 1111051 1613 SH SOLE 0 0 1613 ILLINOIS TOOL WKS INC COM 452308109 1134477 4660 SH SOLE 0 0 4660 ISHARES TR CORE US AGGBD ET 464287226 36169 363 SH SOLE 0 0 363 ISHARES TR 7-10 YR TRSY BD 464287440 73887319 745433 SH SOLE 0 0 745433 ISHARES TR CORE S&P US GWT 464287671 5149 58 SH SOLE 0 0 58 ISHARES TR CORE S&P SCP ETF 464287804 677 7 SH SOLE 0 0 7 ISHARES TR EAFE GRWTH ETF 464288885 4855622 51832 SH SOLE 0 0 51832 ISHARES TR MSCI USA QLT FCT 46432F339 91684 739 SH SOLE 0 0 739 ISHARES TR MSCI USA MMENTM 46432F396 86900 625 SH SOLE 0 0 625 ISHARES TR CORE MSCI EAFE 46432F842 103684 1551 SH SOLE 0 0 1551 ISHARES TR CORE 1 5 YR USD 46432F859 5706 121 SH SOLE 0 0 121 ISHARES TR MSCI INTL MOMENT 46434V449 91818 2841 SH SOLE 0 0 2841 ISHARES TR MSCI INTL QUALTY 46434V456 93192 2640 SH SOLE 0 0 2640 ISHARES TR CORE DIV GRWTH 46434V621 889272 17789 SH SOLE 0 0 17789 ISHARES TR 0-3 MNTH TREASRY 46436E718 24239881 241001 SH SOLE 0 0 241001 KIMBERLY-CLARK CORP COM 494368103 1036447 7722 SH SOLE 0 0 7722 LINDE PLC SHS G54950103 1137053 3199 SH SOLE 0 0 3199 MCCORMICK & CO INC COM NON VTG 579780206 650869 7822 SH SOLE 0 0 7822 MCDONALDS CORP COM 580135101 1056367 3778 SH SOLE 0 0 3778 PACER FDS TR TRENDP US LAR CP 69374H105 902716 23712 SH SOLE 0 0 23712 PACER FDS TR TRENDPILOT US BD 69374H642 16921 841 SH SOLE 0 0 841 PACER FDS TR WEALTHSHIELD 69374H840 1152055 42537 SH SOLE 0 0 42537 PENTAIR PLC SHS G7S00T104 1051014 19016 SH SOLE 0 0 19016 PEPSICO INC COM 713448108 1067913 5858 SH SOLE 0 0 5858 PPG INDS INC COM 693506107 1052744 7881 SH SOLE 0 0 7881 PROCTER AND GAMBLE CO COM 742718109 393880 2649 SH SOLE 0 0 2649 PROSHARES TR S&P 500 DV ARIST 74348A467 906378 9934 SH SOLE 0 0 9934 ROPER TECHNOLOGIES INC COM 776696106 1077487 2445 SH SOLE 0 0 2445 SMITH A O CORP COM 831865209 1104187 15968 SH SOLE 0 0 15968 SMUCKER J M CO COM NEW 832696405 1029987 6545 SH SOLE 0 0 6545 SPDR GOLD TR GOLD SHS 78463V107 217849 1189 SH SOLE 0 0 1189 SPDR SER TR BLOOMBERG 3-12 M 78468R523 869695 8731 SH SOLE 0 0 8731 SPDR SER TR BLOOMBERG HIGH Y 78468R622 16336 176 SH SOLE 0 0 176 TIMOTHY PLAN HIGH DIVIDEND 887432276 2367823 100565 SH SOLE 0 0 100565 TIMOTHY PLAN US LARGE MID CP 887432284 4773 206 SH SOLE 0 0 206 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 89595 1243 SH SOLE 0 0 1243 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 6141209 97650 SH SOLE 0 0 97650 WALMART INC COM 931142103 1043209 7075 SH SOLE 0 0 7075 WISDOMTREE TR EM MKTS QTLY DIV 97717W323 1220960 53977 SH SOLE 0 0 53977