Sterling Investment Advisors

Sterling Investment Advisors as of Dec. 31, 2017

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 28 positions in its portfolio as reported in the December 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) 16.4 $20M 301k 66.09
iShares S&P 500 Index (IVV) 12.3 $15M 55k 268.85
iShares IBoxx $ Invest Grade Corp Bd (LQD) 11.9 $15M 119k 121.56
Ishares Inc core msci emkt (IEMG) 8.4 $10M 178k 56.90
iShares S&P MidCap 400 Index (IJH) 5.4 $6.5M 34k 189.79
iShares S&P 500 Value Index (IVE) 4.1 $5.0M 44k 114.25
Spdr Index Shs Fds s^p global nat res (GNR) 3.6 $4.4M 89k 49.07
iShares MSCI EAFE Index Fund (EFA) 3.5 $4.3M 61k 70.31
Ishares Tr cmn (STIP) 3.5 $4.2M 42k 99.87
iShares Barclays TIPS Bond Fund (TIP) 3.4 $4.1M 36k 114.09
iShares iBoxx $ High Yid Corp Bond (HYG) 3.1 $3.7M 43k 87.25
Ishares Inc emrg mrk lc bd (LEMB) 3.0 $3.6M 74k 48.20
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 2.8 $3.4M 114k 30.00
Ishares Tr core strm usbd (ISTB) 2.7 $3.3M 66k 49.83
iShares Lehman Aggregate Bond (AGG) 2.6 $3.2M 29k 109.33
iShares S&P SmallCap 600 Index (IJR) 2.6 $3.2M 41k 76.80
Wisdomtree Tr em lcl debt (ELD) 2.5 $3.1M 80k 38.45
iShares Dow Jones US Real Estate (IYR) 2.1 $2.5M 31k 81.01
Fidelity msci rl est etf (FREL) 1.8 $2.2M 87k 24.70
iShares Russell 2000 Index (IWM) 1.6 $1.9M 13k 152.46
iShares S&P 500 Growth Index (IVW) 1.1 $1.3M 8.4k 152.74
Ishares Tr 0-5yr invt gr cp (SLQD) 0.4 $507k 10k 50.25
Wal-Mart Stores (WMT) 0.3 $355k 3.6k 98.75
iShares MSCI Emerging Markets Indx (EEM) 0.2 $242k 5.1k 47.17
SPDR DJ International Real Estate ETF (RWX) 0.2 $245k 6.1k 40.44
Ishares High Dividend Equity F (HDV) 0.2 $213k 2.4k 90.06
Wec Energy Group (WEC) 0.2 $216k 3.3k 66.46
iShares Gold Trust 0.2 $200k 16k 12.50