Sterling Investment Advisors

Sterling Investment Advisors as of Sept. 30, 2017

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 28 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 16.5 $19M 302k 64.17
iShares S&P 500 Index (IVV) 12.4 $15M 57k 252.93
iShares IBoxx $ Invest Grade Corp Bd (LQD) 11.9 $14M 116k 121.23
Ishares Inc core msci emkt (IEMG) 8.3 $9.7M 180k 54.02
iShares S&P MidCap 400 Index (IJH) 5.4 $6.3M 35k 178.91
iShares S&P 500 Value Index (IVE) 4.0 $4.7M 44k 107.92
iShares MSCI EAFE Index Fund (EFA) 3.5 $4.1M 60k 68.48
Ishares Tr cmn (STIP) 3.5 $4.1M 41k 100.38
Spdr Index Shs Fds s^p global nat res (GNR) 3.5 $4.1M 89k 45.97
iShares Barclays TIPS Bond Fund (TIP) 3.3 $3.9M 35k 113.58
iShares iBoxx $ High Yid Corp Bond (HYG) 3.1 $3.7M 42k 88.75
Ishares Inc emrg mrk lc bd (LEMB) 2.9 $3.4M 70k 48.23
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 2.7 $3.2M 109k 29.17
iShares Lehman Aggregate Bond (AGG) 2.7 $3.2M 29k 109.61
Wisdomtree Tr em lcl debt (ELD) 2.7 $3.2M 82k 38.59
Ishares Tr core strm usbd (ISTB) 2.7 $3.1M 63k 50.27
iShares S&P SmallCap 600 Index (IJR) 2.6 $3.1M 42k 74.22
iShares Dow Jones US Real Estate (IYR) 2.1 $2.5M 31k 79.87
Fidelity msci rl est etf (FREL) 1.8 $2.1M 87k 24.27
iShares Russell 2000 Index (IWM) 1.6 $1.9M 13k 148.15
iShares S&P 500 Growth Index (IVW) 1.1 $1.3M 9.0k 143.47
Ishares Tr 0-5yr invt gr cp (SLQD) 0.4 $507k 10k 50.57
Wal-Mart Stores (WMT) 0.2 $281k 3.6k 78.16
SPDR DJ International Real Estate ETF (RWX) 0.2 $231k 6.0k 38.33
iShares MSCI Emerging Markets Indx (EEM) 0.2 $226k 5.1k 44.72
iShares Gold Trust 0.2 $197k 16k 12.32
Ishares High Dividend Equity F (HDV) 0.2 $203k 2.4k 85.84
Wec Energy Group (WEC) 0.2 $204k 3.3k 62.77