Sterling Investment Advisors as of March 31, 2023
Portfolio Holdings for Sterling Investment Advisors
Sterling Investment Advisors holds 27 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 19.8 | $31M | 458k | 66.85 | |
| Ishares Tr Core S&p500 Etf (IVV) | 16.1 | $25M | 61k | 411.08 | |
| Ishares Core Msci Emkt (IEMG) | 9.0 | $14M | 286k | 48.79 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 6.4 | $10M | 66k | 151.76 | |
| Ishares Jp Morgan Em Etf (LEMB) | 5.2 | $8.1M | 225k | 36.05 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.1 | $7.9M | 32k | 250.17 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.5 | $6.9M | 69k | 100.58 | |
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 4.5 | $6.9M | 144k | 47.84 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 4.2 | $6.5M | 65k | 99.23 | |
| Ishares Tr Tips Bd Etf (TIP) | 3.7 | $5.8M | 52k | 110.25 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 3.7 | $5.7M | 122k | 47.16 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 3.3 | $5.1M | 89k | 57.09 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 3.1 | $4.7M | 63k | 75.55 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.6 | $4.0M | 42k | 96.70 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 2.5 | $3.9M | 39k | 99.64 | |
| Ishares Tr Msci Eafe Etf (EFA) | 2.0 | $3.1M | 44k | 71.52 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $2.0M | 11k | 178.41 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.7 | $1.0M | 12k | 84.90 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $966k | 15k | 63.89 | |
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $486k | 13k | 37.37 | |
| Wal-Mart Stores (WMT) | 0.3 | $446k | 3.0k | 147.47 | |
| Wec Energy Group (WEC) | 0.2 | $308k | 3.3k | 94.79 | |
| NVIDIA Corporation (NVDA) | 0.2 | $249k | 897.00 | 277.80 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $240k | 2.4k | 101.66 | |
| Chevron Corporation (CVX) | 0.1 | $228k | 1.4k | 163.16 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $224k | 2.4k | 92.82 | |
| O'reilly Automotive (ORLY) | 0.1 | $219k | 258.00 | 850.10 |
