Sterling Investment Advisors

Sterling Investment Advisors as of Sept. 30, 2019

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 28 positions in its portfolio as reported in the September 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 346k 61.07
iShares S&P 500 Index (IVV) 12.4 $16M 53k 298.51
Ishares Tr aaa a rated cp (QLTA) 9.6 $12M 221k 54.80
Ishares Inc core msci emkt (IEMG) 8.3 $10M 212k 49.02
iShares S&P MidCap 400 Index (IJH) 5.2 $6.5M 34k 193.23
Ishares Tr core strm usbd (ISTB) 5.1 $6.5M 128k 50.49
iShares S&P 500 Value Index (IVE) 4.0 $5.0M 42k 119.13
Ishares Tr cmn (STIP) 3.9 $4.9M 49k 100.16
iShares Barclays TIPS Bond Fund (TIP) 3.8 $4.8M 41k 116.29
Ishares Inc emrg mrk lc bd (LEMB) 3.5 $4.4M 99k 44.21
iShares iBoxx $ High Yid Corp Bond (HYG) 3.2 $4.1M 47k 87.18
Spdr Index Shs Fds s^p global nat res (GNR) 3.1 $3.9M 91k 43.07
iShares MSCI EAFE Index Fund (EFA) 3.0 $3.8M 59k 65.22
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 2.8 $3.5M 119k 29.67
iShares Lehman Aggregate Bond (AGG) 2.7 $3.5M 31k 113.18
iShares S&P SmallCap 600 Index (IJR) 2.5 $3.2M 41k 77.85
iShares Dow Jones US Real Estate (IYR) 2.1 $2.6M 28k 93.53
Fidelity msci rl est etf (FREL) 2.0 $2.6M 93k 27.90
Wisdomtree Tr em lcl debt (ELD) 1.9 $2.5M 71k 34.41
iShares Russell 2000 Index (IWM) 1.4 $1.8M 12k 151.34
iShares S&P 500 Growth Index (IVW) 0.9 $1.2M 6.4k 180.03
Ishares Tr 0-5yr invt gr cp (SLQD) 0.3 $418k 8.2k 51.19
Wal-Mart Stores (WMT) 0.3 $375k 3.2k 118.82
Wec Energy Group (WEC) 0.2 $309k 3.3k 95.08
SPDR DJ International Real Estate ETF (RWX) 0.2 $254k 6.4k 39.51
iShares Gold Trust 0.2 $223k 16k 14.12
Ishares High Dividend Equity F (HDV) 0.2 $223k 2.4k 94.29
iShares MSCI Emerging Markets Indx (EEM) 0.2 $211k 5.2k 40.80