Sterling Investment Advisors

Latest statistics and disclosures from Sterling Investment Advisors's latest quarterly 13F-HR filing:

Portfolio Holdings for Sterling Investment Advisors

Companies in the Sterling Investment Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares Core Msci Eafe Etf core msci eafe 16.93 366808 +5% 49.89
iShares S&P; 500 Index (IVV) 12.15 50813 -3% 258.40
Ishares Tr aaa a rated cp 10.66 208884 -4% 55.14
Ishares Inc core msci emkt 8.16 217921 +2% 40.47
Ishares Tr core strm usbd 5.61 120165 -7% 50.50
iShares S&P; MidCap 400 Index (IJH) 4.59 34493 +3% 143.86
Ishares Tr cmn 4.32 46709 +16% 99.90
iShares Barclays TIPS Bond Fund (TIP) 4.22 38638 -4% 117.92
Ishares Inc emrg mrk lc bd 3.84 110733 +3% 37.44
iShares S&P; 500 Value Index (IVE) 3.69 41413 96.25
iShares Lehman Aggregate Bond (AGG) 3.49 32700 115.38
iShares iBoxx $ High Yid Corp Bond (HYG) 3.16 44261 -3% 77.07
Spdr Index Shs Fds s^p global nat res 2.99 104424 +14% 30.94
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 2.65 132629 +8% 21.62
iShares MSCI EAFE Index Fund (EFA) 2.60 52472 53.46
iShares S&P; SmallCap 600 Index (IJR) 2.34 45102 +13% 56.12
Fidelity msci rl est etf 1.86 96748 +9% 20.80
iShares Dow Jones US Real Estate (IYR) 1.79 27749 69.59
Wisdomtree Tr em lcl debt fd 1.77 64687 29.53
iShares Russell 2000 Index (IWM) 1.19 11283 -2% 114.42
iShares S&P; 500 Growth Index (IVW) 0.85 5547 -2% 164.95
Ishares Tr 0-5yr invt gr cp 0.38 8282 50.11
Wal-Mart Stores (WMT) 0.33 3157 113.72
Wec Energy Group Inc Com stock 0.26 3250 88.00
iShares Gold Trust (IAU) 0.19 13414 -15% 15.06

Past Filings by Sterling Investment Advisors

View past SEC 13F filings by Sterling Investment Advisors

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