Sterling Investment Advisors

Sterling Investment Advisors as of March 31, 2020

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 25 positions in its portfolio as reported in the March 2020 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) 16.9 $18M 367k 49.89
iShares S&P 500 Index (IVV) 12.2 $13M 51k 258.40
Ishares Tr aaa a rated cp (QLTA) 10.7 $12M 209k 55.14
Ishares Inc core msci emkt (IEMG) 8.2 $8.8M 218k 40.47
Ishares Tr core strm usbd (ISTB) 5.6 $6.1M 120k 50.50
iShares S&P MidCap 400 Index (IJH) 4.6 $5.0M 35k 143.86
Ishares Tr cmn (STIP) 4.3 $4.7M 47k 99.90
iShares Barclays TIPS Bond Fund (TIP) 4.2 $4.6M 39k 117.92
Ishares Inc emrg mrk lc bd (LEMB) 3.8 $4.1M 111k 37.44
iShares S&P 500 Value Index (IVE) 3.7 $4.0M 41k 96.25
iShares Lehman Aggregate Bond (AGG) 3.5 $3.8M 33k 115.38
iShares iBoxx $ High Yid Corp Bond (HYG) 3.2 $3.4M 44k 77.07
Spdr Index Shs Fds s^p global nat res (GNR) 3.0 $3.2M 104k 30.94
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 2.6 $2.9M 133k 21.62
iShares MSCI EAFE Index Fund (EFA) 2.6 $2.8M 53k 53.46
iShares S&P SmallCap 600 Index (IJR) 2.3 $2.5M 45k 56.12
Fidelity msci rl est etf (FREL) 1.9 $2.0M 97k 20.80
iShares Dow Jones US Real Estate (IYR) 1.8 $1.9M 28k 69.59
Wisdomtree Tr em lcl debt (ELD) 1.8 $1.9M 65k 29.53
iShares Russell 2000 Index (IWM) 1.2 $1.3M 11k 114.42
iShares S&P 500 Growth Index (IVW) 0.8 $915k 5.5k 164.95
Ishares Tr 0-5yr invt gr cp (SLQD) 0.4 $415k 8.3k 50.11
Wal-Mart Stores (WMT) 0.3 $359k 3.2k 113.72
Wec Energy Group (WEC) 0.3 $286k 3.3k 88.00
iShares Gold Trust 0.2 $202k 13k 15.06