Sterling Investment Advisors

Sterling Investment Advisors as of Dec. 31, 2018

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 28 positions in its portfolio as reported in the December 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 $18M 331k 55.00
iShares S&P 500 Index (IVV) 11.7 $13M 52k 251.94
iShares IBoxx $ Invest Grade Corp Bd (LQD) 9.8 $11M 98k 112.81
Ishares Inc core msci emkt (IEMG) 8.4 $9.5M 201k 47.15
Ishares Tr core strm usbd (ISTB) 5.3 $6.0M 122k 49.06
iShares S&P MidCap 400 Index (IJH) 5.0 $5.7M 34k 166.05
Ishares Tr cmn (STIP) 4.2 $4.7M 48k 98.02
iShares Barclays TIPS Bond Fund (TIP) 4.0 $4.4M 41k 109.51
iShares S&P 500 Value Index (IVE) 3.8 $4.3M 43k 101.14
Ishares Inc emrg mrk lc bd (LEMB) 3.7 $4.1M 96k 43.08
iShares iBoxx $ High Yid Corp Bond (HYG) 3.3 $3.7M 46k 81.11
iShares MSCI EAFE Index Fund (EFA) 3.2 $3.6M 61k 58.77
Spdr Index Shs Fds s^p global nat res (GNR) 3.2 $3.6M 86k 41.23
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 2.8 $3.2M 118k 27.03
iShares Lehman Aggregate Bond (AGG) 2.8 $3.2M 30k 106.49
iShares S&P SmallCap 600 Index (IJR) 2.4 $2.7M 38k 69.33
Wisdomtree Tr em lcl debt (ELD) 2.3 $2.6M 76k 33.50
Fidelity msci rl est etf (FREL) 2.0 $2.2M 100k 22.39
iShares Dow Jones US Real Estate (IYR) 2.0 $2.2M 30k 74.94
iShares Russell 2000 Index (IWM) 1.5 $1.7M 13k 133.88
iShares S&P 500 Growth Index (IVW) 0.9 $1.0M 7.0k 150.68
Ishares Tr 0-5yr invt gr cp (SLQD) 0.3 $397k 8.0k 49.58
Wal-Mart Stores (WMT) 0.3 $293k 3.2k 93.02
SPDR DJ International Real Estate ETF (RWX) 0.2 $224k 6.4k 35.28
Wec Energy Group (WEC) 0.2 $225k 3.3k 69.23
iShares MSCI Emerging Markets Indx (EEM) 0.2 $205k 5.2k 39.11
iShares Gold Trust 0.2 $197k 16k 12.32
Ishares High Dividend Equity F (HDV) 0.2 $200k 2.4k 84.57