Sterling Investment Advisors

Sterling Investment Advisors as of Dec. 31, 2019

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 27 positions in its portfolio as reported in the December 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) 17.5 $23M 348k 65.24
iShares S&P 500 Index (IVV) 13.1 $17M 53k 323.24
Ishares Tr aaa a rated cp (QLTA) 9.2 $12M 218k 54.66
Ishares Inc core msci emkt (IEMG) 8.8 $11M 212k 53.76
iShares S&P MidCap 400 Index (IJH) 5.3 $6.8M 33k 205.83
Ishares Tr core strm usbd (ISTB) 5.0 $6.5M 130k 50.40
iShares S&P 500 Value Index (IVE) 4.1 $5.3M 41k 130.09
iShares Barclays TIPS Bond Fund (TIP) 3.6 $4.7M 40k 116.58
Ishares Inc emrg mrk lc bd (LEMB) 3.6 $4.7M 107k 43.89
Spdr Index Shs Fds s^p global nat res (GNR) 3.2 $4.2M 91k 46.15
iShares iBoxx $ High Yid Corp Bond (HYG) 3.1 $4.0M 46k 87.93
Ishares Tr cmn (STIP) 3.1 $4.0M 40k 100.70
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 2.8 $3.7M 122k 30.20
iShares MSCI EAFE Index Fund (EFA) 2.8 $3.7M 53k 69.44
iShares Lehman Aggregate Bond (AGG) 2.8 $3.7M 33k 112.38
iShares S&P SmallCap 600 Index (IJR) 2.6 $3.3M 40k 83.84
iShares Dow Jones US Real Estate (IYR) 2.0 $2.6M 28k 93.08
Fidelity msci rl est etf (FREL) 1.9 $2.5M 88k 27.86
Wisdomtree Tr em lcl debt (ELD) 1.8 $2.3M 65k 35.94
iShares Russell 2000 Index (IWM) 1.5 $1.9M 12k 165.68
iShares S&P 500 Growth Index (IVW) 0.8 $1.1M 5.7k 193.73
Ishares Tr 0-5yr invt gr cp (SLQD) 0.3 $421k 8.2k 51.06
Wal-Mart Stores (WMT) 0.3 $375k 3.2k 118.82
Wec Energy Group (WEC) 0.2 $300k 3.3k 92.31
iShares MSCI Emerging Markets Indx (EEM) 0.2 $233k 5.2k 44.95
iShares Gold Trust 0.2 $229k 16k 14.50
Ishares High Dividend Equity F (HDV) 0.2 $232k 2.4k 98.10