Sterling Investment Advisors

Sterling Investment Advisors as of June 30, 2022

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 24 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 19.7 $29M 487k 58.85
Ishares Tr Core S&p500 Etf (IVV) 15.5 $23M 59k 379.14
Ishares Core Msci Emkt (IEMG) 9.3 $14M 275k 49.06
Ishares Tr A Rate Cp Bd Etf (QLTA) 7.2 $11M 219k 48.27
Ishares Tr Tips Bd Etf (TIP) 7.0 $10M 89k 113.92
Ishares Tr S&p 500 Val Etf (IVE) 6.5 $9.5M 69k 137.46
Ishares Jp Morgan Em Etf (LEMB) 5.5 $8.0M 235k 34.17
Ishares Tr Core S&p Mcp Etf (IJH) 5.2 $7.5M 33k 226.24
Ishares Tr Core 1 5 Yr Usd (ISTB) 4.4 $6.3M 134k 47.40
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.4 $5.0M 95k 52.09
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.1 $4.6M 62k 73.61
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $4.0M 39k 101.67
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $4.0M 43k 92.41
Ishares Tr Msci Eafe Etf (EFA) 2.0 $2.9M 47k 62.48
Ishares Tr Russell 2000 Etf (IWM) 1.4 $2.0M 12k 169.37
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.3 $1.9M 19k 100.13
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $1.0M 10k 101.46
Ishares Tr U.s. Real Es Etf (IYR) 0.7 $966k 11k 91.94
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $942k 16k 60.34
Ishares Gold Tr Ishares New (IAU) 0.3 $448k 13k 34.35
Wal-Mart Stores (WMT) 0.3 $386k 3.2k 121.50
Wec Energy Group (WEC) 0.2 $327k 3.3k 100.62
Ishares Tr Core High Dv Etf (HDV) 0.2 $238k 2.4k 100.63
Chevron Corporation (CVX) 0.1 $203k 1.4k 145.00