Sterling Investment Advisors

Sterling Investment Advisors as of Dec. 31, 2023

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 32 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 19.2 $31M 440k 70.35
Ishares Tr Core S&p500 Etf (IVV) 13.5 $22M 46k 477.64
Ishares Core Msci Emkt (IEMG) 10.2 $17M 326k 50.58
Ishares Tr 0-3 Mnth Treasry (SGOV) 7.9 $13M 127k 100.27
Ishares Jp Morgan Em Etf (LEMB) 5.5 $8.8M 240k 36.72
Vanguard Index Fds Value Etf (VTV) 4.8 $7.8M 52k 149.50
Ishares Tr Core S&p Mcp Etf (IJH) 4.3 $6.9M 25k 277.16
Ishares Tr A Rate Cp Bd Etf (QLTA) 4.2 $6.8M 142k 48.13
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.9 $6.3M 64k 98.59
Ishares Tr S&p 500 Val Etf (IVE) 3.7 $6.0M 34k 173.89
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.5 $5.6M 99k 56.65
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.4 $5.5M 116k 47.56
Ishares Tr Tips Bd Etf (TIP) 2.9 $4.7M 44k 107.49
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $3.8M 35k 108.25
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.1 $3.3M 43k 77.39
Ishares Tr Msci Eafe Etf (EFA) 2.1 $3.3M 44k 75.35
Ishares Tr Core Us Aggbd Et (AGG) 1.9 $3.1M 32k 99.25
Ishares Tr Russell 2000 Etf (IWM) 1.1 $1.8M 9.2k 200.72
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $944k 13k 75.10
Ishares Tr U.s. Real Es Etf (IYR) 0.5 $871k 9.5k 91.41
Ishares Gold Tr Ishares New (IAU) 0.3 $496k 13k 39.03
Wal-Mart Stores (WMT) 0.3 $483k 3.1k 157.69
NVIDIA Corporation (NVDA) 0.2 $348k 703.00 495.44
Ishares Tr U.s. Tech Etf (IYW) 0.2 $298k 2.4k 122.77
Microsoft Corporation (MSFT) 0.2 $292k 777.00 376.06
Wec Energy Group (WEC) 0.2 $274k 3.3k 84.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $254k 5.3k 47.90
O'reilly Automotive (ORLY) 0.2 $245k 258.00 950.08
Ishares Tr Core High Dv Etf (HDV) 0.1 $241k 2.4k 101.99
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $240k 3.2k 75.54
Ishares Tr Us Oil Eq&sv Etf (IEZ) 0.1 $211k 9.6k 21.92
Chevron Corporation (CVX) 0.1 $209k 1.4k 149.16