Sterling Investment Advisors as of Dec. 31, 2021
Portfolio Holdings for Sterling Investment Advisors
Sterling Investment Advisors holds 31 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 19.6 | $34M | 461k | 74.64 | |
| Ishares Tr Core S&p500 Etf (IVV) | 16.4 | $29M | 60k | 476.99 | |
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 9.8 | $17M | 309k | 56.06 | |
| Ishares Core Msci Emkt (IEMG) | 8.8 | $16M | 259k | 59.86 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 6.7 | $12M | 75k | 156.63 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.4 | $9.5M | 34k | 283.08 | |
| Ishares Jp Morgan Em Etf (LEMB) | 5.1 | $8.9M | 228k | 39.22 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 4.9 | $8.6M | 170k | 50.43 | |
| Ishares Tr Tips Bd Etf (TIP) | 3.6 | $6.4M | 50k | 129.20 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 3.5 | $6.1M | 113k | 53.96 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.9 | $5.1M | 59k | 87.02 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 2.8 | $5.0M | 44k | 114.07 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.8 | $5.0M | 43k | 114.51 | |
| Ishares Tr Msci Eafe Etf (EFA) | 2.1 | $3.7M | 47k | 78.67 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $2.3M | 10k | 222.46 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.7 | $1.3M | 11k | 116.10 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $1.3M | 15k | 83.68 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.7 | $1.2M | 12k | 105.86 | |
| Wal-Mart Stores (WMT) | 0.3 | $458k | 3.2k | 144.71 | |
| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.2 | $369k | 6.0k | 61.26 | |
| Wec Energy Group (WEC) | 0.2 | $315k | 3.3k | 96.92 | |
| Ishares Glb Enr Prod Etf (FILL) | 0.2 | $287k | 16k | 17.82 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $276k | 2.4k | 114.81 | |
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $266k | 7.6k | 34.83 | |
| NVIDIA Corporation (NVDA) | 0.2 | $264k | 896.00 | 294.64 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $239k | 2.4k | 101.06 | |
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $235k | 4.6k | 51.06 | |
| Microsoft Corporation (MSFT) | 0.1 | $216k | 643.00 | 335.93 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $211k | 1.7k | 122.67 | |
| Tesla Motors (TSLA) | 0.1 | $206k | 195.00 | 1056.41 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $204k | 4.2k | 48.79 |
