Sterling Investment Advisors

Sterling Investment Advisors as of Sept. 30, 2017

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 26 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 $18M 298k 60.89
iShares S&P 500 Index (IVV) 12.9 $14M 58k 243.41
iShares IBoxx $ Invest Grade Corp Bd (LQD) 12.0 $13M 109k 120.51
Ishares Inc core msci emkt (IEMG) 8.4 $9.2M 184k 50.04
iShares S&P MidCap 400 Index (IJH) 5.4 $5.9M 34k 173.96
iShares MSCI EAFE Index Fund (EFA) 3.6 $4.0M 61k 65.19
iShares S&P 500 Value Index (IVE) 3.5 $3.8M 36k 104.95
Ishares Tr cmn (STIP) 3.5 $3.8M 38k 100.37
Spdr Index Shs Fds s^p global nat res (GNR) 3.4 $3.8M 91k 41.53
iShares Barclays TIPS Bond Fund (TIP) 3.3 $3.6M 32k 113.44
iShares iBoxx $ High Yid Corp Bond (HYG) 3.2 $3.5M 39k 88.38
Ishares Inc emrg mrk lc bd (LEMB) 2.9 $3.2M 68k 46.59
Wisdomtree Tr em lcl debt (ELD) 2.8 $3.1M 82k 37.93
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 2.7 $3.0M 106k 28.48
iShares Lehman Aggregate Bond (AGG) 2.7 $3.0M 27k 109.51
iShares S&P SmallCap 600 Index (IJR) 2.5 $2.8M 40k 70.10
Ishares Tr core strm usbd (ISTB) 2.5 $2.7M 55k 50.26
iShares Dow Jones US Real Estate (IYR) 2.2 $2.4M 31k 79.76
Fidelity msci rl est etf (FREL) 1.7 $1.8M 76k 24.23
iShares Russell 2000 Index (IWM) 1.6 $1.8M 13k 140.95
iShares S&P 500 Growth Index (IVW) 1.3 $1.4M 10k 136.89
Ishares Tr 0-5yr invt gr cp (SLQD) 0.5 $504k 10k 50.53
Wal-Mart Stores (WMT) 0.2 $266k 3.5k 75.72
SPDR DJ International Real Estate ETF (RWX) 0.2 $215k 5.7k 38.05
iShares MSCI Emerging Markets Indx (EEM) 0.2 $209k 5.1k 41.35
iShares Gold Trust 0.2 $191k 16k 11.94