# EDGAR Filing Document

**Accession Number:** 0001800620
**File Stem:** 0001398344-23-001339
**Filing Date:** 2023-1
**Character Count:** 9556
**Document Hash:** 92ba6ce608cff13440a9483ac7cd718b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-23-001339.hdr.sgml**: 20230130

**ACCESSION NUMBER**: 0001398344-23-001339

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230130

**DATE AS OF CHANGE**: 20230130

**EFFECTIVENESS DATE**: 20230130

**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:** 23568248

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Sound Financial Strategies Group LLC<br>**Address:** 579 LAKELAND E DRIVE<br>FLOWOOD, MS 39232

**Form 13F File Number:** 028-20023

**CRD Number (if applicable):** 000286261

**SEC File Number (if applicable):** 801-108894

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Joel R Holden Jr<br>**Title:** Chief Compliance Officer<br>**Phone:** 601-856-3825

**Signature, Place, and Date of Signing:**

/s/ Joel R Holden Jr  Flowood, MS  01-30-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 61

**Form 13F Information Table Value Total:** $137735783

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 443943 | 2747 | SH |  | SOLE |  | 2747 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 1156676 | 16078 | SH |  | SOLE |  | 16078 | 0 | 0 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 782980 | 2540 | SH |  | SOLE |  | 2540 | 0 | 0 |
| ALBEMARLE CORP | COM | 012653101 |  | 955051 | 4404 | SH |  | SOLE |  | 4404 | 0 | 0 |
| AMCOR PLC | ORD | G0250X107 |  | 1083727 | 90993 | SH |  | SOLE |  | 90993 | 0 | 0 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 381799 | 4112 | SH |  | SOLE |  | 4112 | 0 | 0 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 1015578 | 9062 | SH |  | SOLE |  | 9062 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 1124075 | 4706 | SH |  | SOLE |  | 4706 | 0 | 0 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 1224462 | 15929 | SH |  | SOLE |  | 15929 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 1151565 | 4807 | SH |  | SOLE |  | 4807 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1116248 | 6219 | SH |  | SOLE |  | 6219 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 1085131 | 4919 | SH |  | SOLE |  | 4919 | 0 | 0 |
| CINTAS CORP | COM | 172908105 |  | 1107824 | 2453 | SH |  | SOLE |  | 2453 | 0 | 0 |
| CLOROX CO DEL | COM | 189054109 |  | 614084 | 4376 | SH |  | SOLE |  | 4376 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 1112539 | 17490 | SH |  | SOLE |  | 17490 | 0 | 0 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 1074334 | 11272 | SH |  | SOLE |  | 11272 | 0 | 0 |
| DOVER CORP | COM | 260003108 |  | 1059719 | 7826 | SH |  | SOLE |  | 7826 | 0 | 0 |
| EMERSON ELEC CO | COM | 291011104 |  | 1111318 | 11569 | SH |  | SOLE |  | 11569 | 0 | 0 |
| EXPEDITORS INTL WASH INC | COM | 302130109 |  | 995034 | 9575 | SH |  | SOLE |  | 9575 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1368933 | 12411 | SH |  | SOLE |  | 12411 | 0 | 0 |
| FEDERAL RLTY INVT TR NEW | SH BEN INT NEW | 313745101 |  | 1001508 | 9912 | SH |  | SOLE |  | 9912 | 0 | 0 |
| FRANKLIN RESOURCES INC | COM | 354613101 |  | 694348 | 26321 | SH |  | SOLE |  | 26321 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1040573 | 4194 | SH |  | SOLE |  | 4194 | 0 | 0 |
| GENUINE PARTS CO | COM | 372460105 |  | 1395367 | 8042 | SH |  | SOLE |  | 8042 | 0 | 0 |
| GRAINGER W W INC | COM | 384802104 |  | 994575 | 1788 | SH |  | SOLE |  | 1788 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 1079470 | 4900 | SH |  | SOLE |  | 4900 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1073723 | 7621 | SH |  | SOLE |  | 7621 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S EMRNG MKTS | 46138E297 |  | 1347097 | 58544 | SH |  | SOLE |  | 58544 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 142625 | 2232 | SH |  | SOLE |  | 2232 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | DWA EMERG MKTS | 46138E867 |  | 676 | 38 | SH |  | SOLE |  | 38 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 29582 | 305 | SH |  | SOLE |  | 305 | 0 | 0 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 226101 | 2271 | SH |  | SOLE |  | 2271 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 2583273 | 56305 | SH |  | SOLE |  | 56305 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 1340 | 16 | SH |  | SOLE |  | 16 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 94701 | 831 | SH |  | SOLE |  | 831 | 0 | 0 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 6243177 | 42782 | SH |  | SOLE |  | 42782 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 105836 | 1717 | SH |  | SOLE |  | 1717 | 0 | 0 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 4690 | 101 | SH |  | SOLE |  | 101 | 0 | 0 |
| ISHARES TR | MSCI INTL MOMENT | 46434V449 |  | 96190 | 3120 | SH |  | SOLE |  | 3120 | 0 | 0 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 2628384 | 81148 | SH |  | SOLE |  | 81148 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 932150 | 18643 | SH |  | SOLE |  | 18643 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 408238 | 2311 | SH |  | SOLE |  | 2311 | 0 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 1102562 | 8122 | SH |  | SOLE |  | 8122 | 0 | 0 |
| LINDE PLC | SHS | G5494J103 |  | 1125647 | 3451 | SH |  | SOLE |  | 3451 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 1049995 | 5270 | SH |  | SOLE |  | 5270 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 1010110 | 3833 | SH |  | SOLE |  | 3833 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1097334 | 13126 | SH |  | SOLE |  | 13126 | 0 | 0 |
| NUCOR CORP | COM | 670346105 |  | 1031413 | 7825 | SH |  | SOLE |  | 7825 | 0 | 0 |
| PACER FDS TR | TRENDP US LAR CP | 69374H105 |  | 913894 | 24377 | SH |  | SOLE |  | 24377 | 0 | 0 |
| PACER FDS TR | TRENDPILOT US BD | 69374H642 |  | 51260 | 2549 | SH |  | SOLE |  | 2549 | 0 | 0 |
| PACER FDS TR | WEALTHSHIELD | 69374H840 |  | 1202647 | 41980 | SH |  | SOLE |  | 41980 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 1043312 | 5775 | SH |  | SOLE |  | 5775 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1121696 | 7401 | SH |  | SOLE |  | 7401 | 0 | 0 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 925637 | 10286 | SH |  | SOLE |  | 10286 | 0 | 0 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 1091459 | 2526 | SH |  | SOLE |  | 2526 | 0 | 0 |
| SMITH A O CORP | COM | 831865209 |  | 1043428 | 18229 | SH |  | SOLE |  | 18229 | 0 | 0 |
| SYSCO CORP | COM | 871829107 |  | 923287 | 12077 | SH |  | SOLE |  | 12077 | 0 | 0 |
| TIMOTHY PLAN | HIGH DIVIDEND | 887432276 |  | 2391854 | 101945 | SH |  | SOLE |  | 101945 | 0 | 0 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 |  | 75282530 | 2786178 | SH |  | SOLE |  | 2786178 | 0 | 0 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 |  | 2842629 | 56234 | SH |  | SOLE |  | 56234 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 396445 | 2796 | SH |  | SOLE |  | 2796 | 0 | 0 |

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