Sterling Investment Advisors

Sterling Investment Advisors as of June 30, 2021

Portfolio Holdings for Sterling Investment Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 19.2 $32M 424k 74.86
Ishares Tr Core S&p500 Etf (IVV) 15.9 $26M 61k 429.92
Ishares Tr A Rate Cp Bd Etf (QLTA) 10.5 $17M 305k 56.85
Ishares Core Msci Emkt (IEMG) 9.0 $15M 223k 66.99
Ishares Tr S&p 500 Val Etf (IVE) 6.6 $11M 74k 147.65
Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $8.7M 32k 268.72
Ishares Jp Morgan Em Etf (LEMB) 5.3 $8.7M 200k 43.65
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.1 $8.4M 164k 51.29
Ishares Tr Tips Bd Etf (TIP) 3.6 $5.9M 46k 128.02
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.5 $5.7M 108k 53.00
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.9 $4.8M 55k 88.03
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $4.6M 41k 112.99
Ishares Tr Core Us Aggbd Et (AGG) 2.8 $4.6M 40k 115.32
Ishares Tr Msci Eafe Etf (EFA) 2.3 $3.9M 49k 78.87
Ishares Tr Russell 2000 Etf (IWM) 1.4 $2.3M 9.8k 229.36
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.4M 19k 72.73
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $1.1M 10k 106.28
Ishares Tr U.s. Real Es Etf (IYR) 0.7 $1.1M 11k 101.97
Us Bancorp Del Com New (USB) 0.3 $480k 8.4k 57.01
Wal-Mart Stores (WMT) 0.3 $446k 3.2k 140.96
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.2 $339k 5.9k 57.37
Wec Energy Group (WEC) 0.2 $289k 3.3k 88.92
Ishares Glb Enr Prod Etf (FILL) 0.2 $267k 16k 17.03
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.2 $267k 5.1k 51.90
Ishares Tr U.s. Tech Etf (IYW) 0.1 $239k 2.4k 99.58
Ishares Tr Core High Dv Etf (HDV) 0.1 $228k 2.4k 96.41
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $227k 4.1k 55.08