Sterling Investment Advisors

Sterling Investment Advisors as of June 30, 2023

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 29 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 19.1 $30M 446k 67.50
Ishares Tr Core S&p500 Etf (IVV) 16.3 $26M 57k 445.72
Ishares Core Msci Emkt (IEMG) 9.3 $15M 297k 49.29
Ishares Tr S&p 500 Val Etf (IVE) 6.5 $10M 63k 161.19
Ishares Jp Morgan Em Etf (LEMB) 5.3 $8.4M 227k 37.02
Ishares Tr Core S&p Mcp Etf (IJH) 5.2 $8.1M 31k 261.48
Ishares Tr A Rate Cp Bd Etf (QLTA) 5.0 $7.8M 165k 47.18
Ishares Tr 0-3 Mnth Treasry (SGOV) 4.8 $7.5M 74k 100.63
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.3 $6.8M 69k 97.60
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.8 $5.9M 127k 46.64
Ishares Tr Tips Bd Etf (TIP) 3.4 $5.3M 49k 107.62
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.3 $5.1M 96k 53.91
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $4.1M 42k 99.65
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $3.8M 39k 97.95
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.2 $3.5M 46k 75.07
Ishares Tr Msci Eafe Etf (EFA) 2.0 $3.2M 44k 72.50
Ishares Tr Russell 2000 Etf (IWM) 1.3 $2.1M 11k 187.27
Ishares Tr U.s. Real Es Etf (IYR) 0.7 $1.0M 12k 86.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $1.0M 15k 70.48
Wal-Mart Stores (WMT) 0.3 $479k 3.1k 157.19
Ishares Gold Tr Ishares New (IAU) 0.3 $473k 13k 36.39
NVIDIA Corporation (NVDA) 0.2 $298k 703.00 423.13
Wec Energy Group (WEC) 0.2 $287k 3.3k 88.24
Ishares Tr U.s. Tech Etf (IYW) 0.2 $263k 2.4k 108.90
O'reilly Automotive (ORLY) 0.2 $247k 258.00 956.56
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $241k 5.2k 46.18
Ishares Tr Core High Dv Etf (HDV) 0.2 $238k 2.4k 100.79
Chevron Corporation (CVX) 0.1 $220k 1.4k 157.35
Microsoft Corporation (MSFT) 0.1 $219k 643.00 340.81