Sterling Investment Advisors

Sterling Investment Advisors as of Sept. 30, 2021

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 28 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 19.5 $32M 437k 74.25
Ishares Tr Core S&p500 Etf (IVV) 15.8 $26M 61k 430.81
Ishares Tr A Rate Cp Bd Etf (QLTA) 10.1 $17M 300k 56.33
Ishares Core Msci Emkt (IEMG) 8.8 $15M 238k 61.76
Ishares Tr S&p 500 Val Etf (IVE) 6.5 $11M 75k 145.42
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.4 $9.0M 176k 51.07
Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $8.9M 34k 263.06
Ishares Jp Morgan Em Etf (LEMB) 5.3 $8.8M 208k 42.36
Ishares Tr Tips Bd Etf (TIP) 3.6 $6.0M 47k 127.69
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.4 $5.6M 110k 51.35
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.9 $4.9M 56k 87.48
Ishares Tr Core Us Aggbd Et (AGG) 2.9 $4.8M 42k 114.83
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $4.6M 42k 109.19
Ishares Tr Msci Eafe Etf (EFA) 2.3 $3.8M 48k 78.01
Ishares Tr Russell 2000 Etf (IWM) 1.4 $2.4M 11k 218.78
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $1.2M 12k 105.60
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $1.2M 16k 73.93
Ishares Tr U.s. Real Es Etf (IYR) 0.7 $1.1M 11k 102.35
Us Bancorp Del Com New (USB) 0.3 $563k 9.5k 59.38
Wal-Mart Stores (WMT) 0.3 $441k 3.2k 139.34
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.2 $347k 6.0k 58.16
Wec Energy Group (WEC) 0.2 $287k 3.3k 88.31
Ishares Glb Enr Prod Etf (FILL) 0.2 $276k 16k 17.60
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.2 $267k 5.2k 51.70
Ishares Gold Tr Ishares New (IAU) 0.2 $255k 7.6k 33.39
Ishares Tr U.s. Tech Etf (IYW) 0.1 $243k 2.4k 101.17
Ishares Tr Core High Dv Etf (HDV) 0.1 $223k 2.4k 94.29
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $208k 4.1k 50.47