Sterling Investment Advisors

Sterling Investment Advisors as of March 31, 2018

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 28 positions in its portfolio as reported in the March 2018 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) 16.1 $20M 296k 65.88
iShares IBoxx $ Invest Grade Corp Bd (LQD) 12.3 $15M 127k 117.39
iShares S&P 500 Index (IVV) 12.0 $15M 55k 265.36
Ishares Inc core msci emkt (IEMG) 8.3 $10M 173k 58.40
iShares S&P MidCap 400 Index (IJH) 5.3 $6.5M 35k 187.56
iShares S&P 500 Value Index (IVE) 3.9 $4.7M 43k 109.33
Ishares Tr cmn (STIP) 3.6 $4.4M 44k 100.14
iShares MSCI EAFE Index Fund (EFA) 3.5 $4.2M 60k 69.67
iShares Barclays TIPS Bond Fund (TIP) 3.5 $4.2M 37k 113.05
Spdr Index Shs Fds s^p global nat res (GNR) 3.4 $4.2M 86k 48.37
Ishares Inc emrg mrk lc bd (LEMB) 3.1 $3.8M 75k 50.36
iShares iBoxx $ High Yid Corp Bond (HYG) 3.1 $3.8M 44k 85.63
Ishares Tr core strm usbd (ISTB) 3.0 $3.6M 73k 49.35
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 2.8 $3.4M 115k 29.73
iShares Lehman Aggregate Bond (AGG) 2.7 $3.3M 30k 107.26
iShares S&P SmallCap 600 Index (IJR) 2.6 $3.2M 41k 77.01
Wisdomtree Tr em lcl debt (ELD) 2.6 $3.1M 80k 39.30
iShares Dow Jones US Real Estate (IYR) 2.1 $2.5M 33k 75.48
Fidelity msci rl est etf (FREL) 1.9 $2.2M 98k 22.88
iShares Russell 2000 Index (IWM) 1.6 $2.0M 13k 151.84
iShares S&P 500 Growth Index (IVW) 1.0 $1.3M 8.1k 155.13
Ishares Tr 0-5yr invt gr cp (SLQD) 0.4 $504k 10k 49.77
Wal-Mart Stores (WMT) 0.2 $285k 3.2k 88.87
iShares MSCI Emerging Markets Indx (EEM) 0.2 $248k 5.1k 48.34
SPDR DJ International Real Estate ETF (RWX) 0.2 $244k 6.1k 40.07
iShares Gold Trust 0.2 $204k 16k 12.75
Wec Energy Group (WEC) 0.2 $204k 3.3k 62.77
Ishares High Dividend Equity F (HDV) 0.2 $200k 2.4k 84.57