Sterling Investment Advisors

Sterling Investment Advisors as of Sept. 30, 2018

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 28 positions in its portfolio as reported in the September 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) 16.2 $20M 309k 64.08
iShares S&P 500 Index (IVV) 12.5 $15M 53k 292.73
iShares IBoxx $ Invest Grade Corp Bd (LQD) 9.4 $12M 100k 114.93
Ishares Inc core msci emkt (IEMG) 8.0 $9.8M 189k 51.78
iShares S&P MidCap 400 Index (IJH) 5.4 $6.7M 33k 201.30
Ishares Tr core strm usbd (ISTB) 5.2 $6.3M 129k 49.00
iShares S&P 500 Value Index (IVE) 4.1 $5.0M 43k 115.84
Ishares Tr cmn (STIP) 4.0 $4.9M 49k 98.78
iShares Barclays TIPS Bond Fund (TIP) 3.8 $4.6M 42k 110.62
Spdr Index Shs Fds s^p global nat res (GNR) 3.4 $4.2M 83k 50.57
iShares MSCI EAFE Index Fund (EFA) 3.4 $4.1M 61k 67.98
iShares iBoxx $ High Yid Corp Bond (HYG) 3.3 $4.0M 46k 86.45
Ishares Inc emrg mrk lc bd (LEMB) 3.2 $4.0M 92k 43.12
iShares Lehman Aggregate Bond (AGG) 2.7 $3.3M 31k 105.53
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 2.7 $3.3M 115k 28.65
iShares S&P SmallCap 600 Index (IJR) 2.6 $3.2M 37k 87.23
iShares Dow Jones US Real Estate (IYR) 2.0 $2.5M 31k 80.03
Wisdomtree Tr em lcl debt (ELD) 2.0 $2.5M 77k 32.82
Fidelity msci rl est etf (FREL) 2.0 $2.4M 101k 24.07
iShares Russell 2000 Index (IWM) 1.6 $1.9M 12k 168.54
iShares S&P 500 Growth Index (IVW) 1.1 $1.3M 7.4k 177.20
Ishares Tr 0-5yr invt gr cp (SLQD) 0.3 $394k 7.9k 49.66
Wal-Mart Stores (WMT) 0.2 $302k 3.2k 94.05
SPDR DJ International Real Estate ETF (RWX) 0.2 $237k 6.2k 38.29
iShares MSCI Emerging Markets Indx (EEM) 0.2 $222k 5.2k 42.98
Wec Energy Group (WEC) 0.2 $217k 3.3k 66.77
Ishares High Dividend Equity F (HDV) 0.2 $214k 2.4k 90.49
iShares Gold Trust 0.1 $183k 16k 11.44