Sterling Investment Advisors

Sterling Investment Advisors as of Sept. 30, 2022

Portfolio Holdings for Sterling Investment Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 19.0 $25M 482k 52.67
Ishares Tr Core S&p500 Etf (IVV) 15.7 $21M 58k 358.66
Ishares Core Msci Emkt (IEMG) 8.8 $12M 274k 42.98
Ishares Tr A Rate Cp Bd Etf (QLTA) 7.2 $9.6M 211k 45.37
Ishares Tr Tips Bd Etf (TIP) 6.8 $9.0M 86k 104.90
Ishares Tr S&p 500 Val Etf (IVE) 6.5 $8.6M 67k 128.53
Ishares Jp Morgan Em Etf (LEMB) 5.4 $7.2M 224k 32.31
Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $7.1M 33k 219.27
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.9 $5.2M 112k 46.10
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.4 $4.6M 92k 49.46
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.2 $4.3M 61k 71.40
Ishares Tr Core Us Aggbd Et (AGG) 3.0 $4.0M 41k 96.33
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $3.6M 42k 87.18
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.4 $3.2M 32k 100.26
Ishares Tr Msci Eafe Etf (EFA) 1.9 $2.6M 46k 56.01
Ishares Tr Russell 2000 Etf (IWM) 1.4 $1.9M 11k 164.96
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $1.0M 11k 96.07
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $938k 16k 57.88
Ishares Tr U.s. Real Es Etf (IYR) 0.7 $874k 11k 81.47
Wal-Mart Stores (WMT) 0.3 $414k 3.2k 129.78
Ishares Gold Tr Ishares New (IAU) 0.3 $411k 13k 31.51
Wec Energy Group (WEC) 0.2 $291k 3.3k 89.54
Ishares Tr Core High Dv Etf (HDV) 0.2 $216k 2.4k 91.33
Chevron Corporation (CVX) 0.2 $201k 1.4k 143.57