Sterling Investment Advisors

Sterling Investment Advisors as of March 31, 2024

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 33 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 18.9 $32M 434k 74.22
Ishares Tr Core S&p500 Etf (IVV) 13.7 $23M 45k 525.74
Ishares Core Msci Emkt (IEMG) 10.0 $17M 331k 51.60
Ishares Tr 0-3 Mnth Treasry (SGOV) 8.1 $14M 138k 100.71
Vanguard Index Fds Value Etf (VTV) 5.4 $9.2M 57k 162.86
Ishares Jp Morgan Em Etf (LEMB) 5.2 $8.9M 246k 36.08
Ishares Tr Core S&p Mcp Etf (IJH) 4.4 $7.6M 124k 60.74
Ishares Tr A Rate Cp Bd Etf (QLTA) 4.1 $7.0M 147k 47.48
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.9 $6.6M 67k 99.43
Ishares Tr S&p 500 Val Etf (IVE) 3.6 $6.1M 33k 186.81
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.5 $5.9M 102k 57.93
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.4 $5.7M 121k 47.44
Ishares Tr Tips Bd Etf (TIP) 2.9 $4.9M 45k 107.41
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $3.9M 35k 110.52
Ishares Tr Msci Eafe Etf (EFA) 2.0 $3.4M 43k 79.86
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.0 $3.4M 44k 77.73
Ishares Tr Core Us Aggbd Et (AGG) 1.9 $3.2M 32k 97.94
Ishares Tr Russell 2000 Etf (IWM) 1.2 $2.0M 9.4k 210.32
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.1M 13k 84.44
Ishares Tr U.s. Real Es Etf (IYR) 0.5 $908k 10k 89.91
Wal-Mart Stores (WMT) 0.3 $555k 9.2k 60.17
Ishares Tr U.s. Tech Etf (IYW) 0.3 $551k 4.1k 135.06
Ishares Gold Tr Ishares New (IAU) 0.3 $525k 13k 42.01
NVIDIA Corporation (NVDA) 0.3 $448k 495.00 904.16
Microsoft Corporation (MSFT) 0.2 $327k 777.00 420.94
O'reilly Automotive (ORLY) 0.2 $291k 258.00 1128.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $267k 5.3k 50.17
Wec Energy Group (WEC) 0.2 $267k 3.3k 82.12
Ishares Tr Core High Dv Etf (HDV) 0.2 $261k 2.4k 110.21
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $253k 3.2k 79.92
Ishares Tr Select Divid Etf (DVY) 0.1 $226k 1.8k 123.22
Chevron Corporation (CVX) 0.1 $221k 1.4k 157.74
United Sts 12 Month Nat Gas Unit Ben Int (UNL) 0.1 $100k 13k 7.74