Sterling Investment Advisors

Sterling Investment Advisors as of Dec. 31, 2022

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 27 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 20.4 $30M 484k 61.64
Ishares Tr Core S&p500 Etf (IVV) 15.4 $23M 59k 384.21
Ishares Core Msci Emkt (IEMG) 9.1 $13M 286k 46.70
Ishares Tr S&p 500 Val Etf (IVE) 6.6 $9.6M 66k 145.07
Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $7.7M 32k 241.89
Ishares Jp Morgan Em Etf (LEMB) 5.1 $7.5M 216k 34.71
Ishares Tr A Rate Cp Bd Etf (QLTA) 4.6 $6.8M 146k 46.33
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.9 $5.8M 60k 96.96
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.9 $5.7M 57k 100.14
Ishares Tr Tips Bd Etf (TIP) 3.8 $5.6M 53k 106.44
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.8 $5.5M 118k 46.44
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.5 $5.1M 90k 57.02
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.1 $4.5M 61k 73.63
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $3.9M 41k 94.64
Ishares Tr Core Us Aggbd Et (AGG) 2.5 $3.6M 38k 96.99
Ishares Tr Msci Eafe Etf (EFA) 2.1 $3.0M 46k 65.64
Ishares Tr Russell 2000 Etf (IWM) 1.3 $2.0M 11k 174.37
Ishares Tr U.s. Real Es Etf (IYR) 0.7 $1.0M 12k 84.19
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $930k 16k 58.50
Ishares Gold Tr Ishares New (IAU) 0.3 $451k 13k 34.59
Wal-Mart Stores (WMT) 0.3 $427k 3.0k 141.82
Wec Energy Group (WEC) 0.2 $305k 3.3k 93.76
Wisdomtree Tr Em Lcl Debt Fd (ELD) 0.2 $273k 11k 25.83
Chevron Corporation (CVX) 0.2 $251k 1.4k 179.49
Ishares Tr Core High Dv Etf (HDV) 0.2 $247k 2.4k 104.24
O'reilly Automotive (ORLY) 0.1 $218k 258.00 845.15
Ishares Tr Us Oil Eq&sv Etf (IEZ) 0.1 $202k 9.5k 21.20