Sterling Investment Advisors

Sterling Investment Advisors as of Dec. 31, 2020

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 27 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 18.5 $28M 403k 69.09
Ishares Tr Core S&p500 Etf (IVV) 15.1 $23M 61k 375.39
Ishares Tr A Rate Cp Bd Etf (QLTA) 11.4 $17M 295k 58.52
Ishares Core Msci Emkt (IEMG) 8.7 $13M 213k 62.04
Ishares Tr Core 1 5 Yr Usd (ISTB) 6.1 $9.3M 179k 51.64
Ishares Tr S&p 500 Val Etf (IVE) 6.1 $9.2M 72k 128.02
Ishares Jp Morgan Em Etf (LEMB) 5.4 $8.2M 181k 45.25
Ishares Tr Core S&p Mcp Etf (IJH) 5.4 $8.1M 35k 229.84
Ishares Tr Tips Bd Etf (TIP) 3.5 $5.3M 42k 127.64
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.3 $4.9M 110k 44.78
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.0 $4.5M 52k 87.30
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $4.2M 46k 91.91
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $4.0M 34k 118.20
Ishares Tr Msci Eafe Etf (EFA) 2.4 $3.6M 50k 72.96
Ishares Tr Russell 2000 Etf (IWM) 1.5 $2.3M 12k 196.06
Ishares Tr U.s. Real Es Etf (IYR) 1.1 $1.6M 19k 85.66
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.2M 19k 63.82
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.6 $970k 9.3k 104.42
Wal-Mart Stores (WMT) 0.3 $456k 3.2k 144.26
Wec Energy Group (WEC) 0.2 $299k 3.3k 92.00
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.2 $267k 5.1k 52.26
Ishares Gold Trust Ishares 0.2 $250k 14k 18.14
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $218k 4.2k 51.78
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.1 $210k 5.9k 35.85
Ishares Tr U.s. Tech Etf (IYW) 0.1 $209k 2.5k 85.17
Ishares Tr Core High Dv Etf (HDV) 0.1 $207k 2.4k 87.53
Ishares Glb Enr Prod Etf (FILL) 0.1 $202k 16k 13.06