Matthew J. Syverson

Sound Stewardship, Llc

Assets Managed

$242.418M

Holdings

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

11.07%(2Q avg: 7.84%)

Sustained Growth

6 quarters

Portfolio positions

This chart displays the top 10 holdings in Sound Stewardship, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Sound Stewardship, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 242.418M in assets, with a quarterly growth rate of 11.07% and a 2-quarter average growth rate of 7.84%. The portfolio is managed by Matthew J. Syverson, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BND Vanguard Total Bond Market Recent Activity Increased 3.9%	13.89%	$33.666M 458,601 shares@ $73.41 avg price	Increased 3.9%
FNDB Schwab Fndmntl Us Brd Mr Etf Recent Activity Increased 1.43%	8.17%	$19.785M 649,548 shares@ $30.47 avg price	Increased 1.43%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 2.47%	6.6%	$15.993M 21,356 shares@ $748.89 avg price	Increased 2.47%
FNDA Schwab Fndmntl Us Sm Co Etf Recent Activity Increased 2.68%	5.05%	$12.233M 321,406 shares@ $38.06 avg price	Increased 2.68%
SCZ Ishares Msci Eafe Small-cap Recent Activity Increased 3.97%	4.66%	$11.284M 137,157 shares@ $82.27 avg price	Increased 3.97%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 4.14%	4.05%	$9.809M 137,663 shares@ $71.26 avg price	Increased 4.14%
FNDF Schwab Fndmn Intl Lrg Co Etf Recent Activity Increased 2.1%	4.03%	$9.76M 184,993 shares@ $52.77 avg price	Increased 2.1%
BSCS Invesco Bulletshares 2028 Cb Recent Activity Increased 3.44%	3.68%	$8.909M 437,452 shares@ $20.37 avg price	Increased 3.44%
GLTR Abrdn Physical Precious Met Recent Activity Increased 0.68%	3.66%	$8.854M 48,878 shares@ $181.15 avg price	Increased 0.68%
BSCR Invesco Bulletshares 2027 Cb Recent Activity Increased 3.2%	3.61%	$8.743M 445,738 shares@ $19.62 avg price	Increased 3.2%

1-10 of 73