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Matthew J. Syverson

Sound Stewardship, Llc

Assets Managed
$218.271M
Holdings
63
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
4.61%(2Q avg: 2.37%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sound Stewardship, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 63 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 218.271M in assets, with a quarterly growth rate of 4.61% and a 2-quarter average growth rate of 2.37%. The portfolio is managed by Matthew J. Syverson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BND
Vanguard Total Bond Market
Recent Activity
Increased 5.59%
14.9%
$32.506M
441,418 shares@ $73.65 avg price
FNDB
Schwab Fndmntl Us Brd Mr Etf
Recent Activity
Increased 0.86%
7.99%
$17.42M
640,437 shares@ $27.21 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.38%
6.24%
$13.615M
20,843 shares@ $653.22 avg price
GLTR
Abrdn Physical Precious Met
Recent Activity
Decreased -16.97%
4.87%
$10.619M
48,549 shares@ $218.72 avg price
SCZ
Ishares Msci Eafe Small-cap
Recent Activity
Increased 0.5%
4.74%
$10.345M
131,930 shares@ $78.42 avg price
FNDA
Schwab Fndmntl Us Sm Co Etf
Recent Activity
Increased 3.93%
4.66%
$10.151M
313,018 shares@ $32.44 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Decreased -3.33%
4.07%
$8.866M
181,199 shares@ $48.93 avg price
BSCS
Invesco Bulletshares 2028 Cb
Recent Activity
Increased 5.57%
3.96%
$8.637M
422,927 shares@ $20.43 avg price
BSCR
Invesco Bulletshares 2027 Cb
Recent Activity
Increased 5.26%
3.89%
$8.477M
431,939 shares@ $19.63 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.21%
3.89%
$8.471M
132,196 shares@ $64.08 avg price

1-10 of 63