Sterling Investment Advisors

Sterling Investment Advisors as of March 31, 2021

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 27 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 18.7 $30M 411k 72.05
Ishares Tr Core S&p500 Etf (IVV) 15.8 $25M 63k 397.82
Ishares Tr A Rate Cp Bd Etf (QLTA) 10.5 $17M 300k 55.43
Ishares Core Msci Emkt (IEMG) 8.5 $13M 208k 64.36
Ishares Tr S&p 500 Val Etf (IVE) 6.5 $10M 73k 141.23
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.7 $9.0M 176k 51.29
Ishares Tr Core S&p Mcp Etf (IJH) 5.6 $8.8M 34k 260.27
Ishares Jp Morgan Em Etf (LEMB) 5.2 $8.2M 192k 42.58
Ishares Tr Tips Bd Etf (TIP) 3.5 $5.6M 45k 125.49
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.4 $5.4M 107k 50.26
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.0 $4.7M 54k 87.18
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $4.4M 41k 108.52
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $4.3M 38k 113.82
Ishares Tr Msci Eafe Etf (EFA) 2.4 $3.7M 49k 75.87
Ishares Tr Russell 2000 Etf (IWM) 1.4 $2.3M 10k 220.90
Ishares Tr U.s. Real Es Etf (IYR) 1.2 $1.9M 20k 91.93
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.3M 19k 65.11
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $1.1M 10k 105.75
Wal-Mart Stores (WMT) 0.3 $429k 3.2k 135.67
Wec Energy Group (WEC) 0.2 $304k 3.3k 93.54
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.2 $287k 5.9k 48.74
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.2 $265k 5.1k 51.71
Ishares Gold Tr Ishares 0.2 $248k 15k 16.23
Ishares Glb Enr Prod Etf (FILL) 0.2 $243k 16k 15.71
Ishares Tr Core High Dv Etf (HDV) 0.1 $224k 2.4k 94.71
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $219k 4.1k 53.28
Ishares Tr U.s. Tech Etf (IYW) 0.1 $210k 2.4k 87.57