Sterling Investment Advisors

Sterling Investment Advisors as of March 31, 2019

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 28 positions in its portfolio as reported in the March 2019 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) 16.8 $21M 337k 60.77
iShares S&P 500 Index (IVV) 12.4 $15M 53k 284.57
Ishares Tr aaa a rated cp (QLTA) 9.3 $11M 219k 52.17
Ishares Inc core msci emkt (IEMG) 8.5 $10M 202k 51.71
iShares S&P MidCap 400 Index (IJH) 5.1 $6.2M 33k 189.41
Ishares Tr core strm usbd (ISTB) 5.0 $6.1M 123k 49.86
iShares S&P 500 Value Index (IVE) 4.0 $4.8M 43k 112.74
Ishares Tr cmn (STIP) 3.9 $4.8M 48k 99.68
iShares Barclays TIPS Bond Fund (TIP) 3.7 $4.6M 41k 113.08
Ishares Inc emrg mrk lc bd (LEMB) 3.4 $4.2M 96k 43.84
Spdr Index Shs Fds s^p global nat res (GNR) 3.3 $4.0M 88k 46.24
iShares iBoxx $ High Yid Corp Bond (HYG) 3.2 $3.9M 46k 86.46
iShares MSCI EAFE Index Fund (EFA) 3.2 $3.9M 60k 64.85
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 2.9 $3.6M 117k 30.40
iShares Lehman Aggregate Bond (AGG) 2.7 $3.3M 30k 109.07
iShares S&P SmallCap 600 Index (IJR) 2.5 $3.0M 39k 77.15
iShares Dow Jones US Real Estate (IYR) 2.1 $2.6M 30k 87.03
Fidelity msci rl est etf (FREL) 2.1 $2.6M 99k 25.97
Wisdomtree Tr em lcl debt (ELD) 2.1 $2.5M 74k 34.18
iShares Russell 2000 Index (IWM) 1.4 $1.7M 11k 153.10
iShares S&P 500 Growth Index (IVW) 1.0 $1.2M 7.0k 172.41
Ishares Tr 0-5yr invt gr cp (SLQD) 0.3 $406k 8.0k 50.45
Wal-Mart Stores (WMT) 0.2 $307k 3.2k 97.40
Wec Energy Group (WEC) 0.2 $257k 3.3k 79.08
SPDR DJ International Real Estate ETF (RWX) 0.2 $247k 6.3k 39.22
iShares MSCI Emerging Markets Indx (EEM) 0.2 $220k 5.1k 42.85
Ishares High Dividend Equity F (HDV) 0.2 $221k 2.4k 93.45
iShares Gold Trust 0.2 $198k 16k 12.38