Sterling Investment Advisors

Sterling Investment Advisors as of June 30, 2024

Portfolio Holdings for Sterling Investment Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 18.8 $31M 423k 72.64
Ishares Tr Core S&p500 Etf (IVV) 13.5 $22M 40k 547.24
Ishares Core Msci Emkt (IEMG) 10.5 $17M 322k 53.53
Ishares Tr 0-3 Mnth Treasry (SGOV) 7.6 $13M 124k 100.71
Vanguard Index Fds Value Etf (VTV) 5.5 $9.1M 57k 160.41
Ishares Jp Morgan Em Etf (LEMB) 5.5 $9.0M 251k 35.64
Ishares Tr A Rate Cp Bd Etf (QLTA) 4.1 $6.7M 144k 46.86
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.1 $6.7M 67k 99.49
Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $6.6M 113k 58.52
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.5 $5.7M 121k 47.37
Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.5 $5.7M 102k 55.85
Ishares Tr S&p 500 Val Etf (IVE) 3.4 $5.6M 31k 182.01
Ishares Tr Tips Bd Etf (TIP) 3.0 $4.8M 45k 106.78
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $3.7M 35k 106.66
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.1 $3.4M 44k 77.14
Ishares Tr Msci Eafe Etf (EFA) 2.0 $3.3M 43k 78.33
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $2.9M 30k 97.07
Ishares Tr Russell 2000 Etf (IWM) 1.0 $1.7M 8.3k 202.89
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $1.1M 12k 92.54
Ishares Tr U.s. Real Es Etf (IYR) 0.5 $844k 9.6k 87.74
Wal-Mart Stores (WMT) 0.4 $630k 9.3k 67.71
Ishares Tr U.s. Tech Etf (IYW) 0.4 $603k 4.0k 150.54
Ishares Gold Tr Ishares New (IAU) 0.3 $527k 12k 43.93
NVIDIA Corporation (NVDA) 0.2 $385k 3.1k 123.56
Microsoft Corporation (MSFT) 0.2 $362k 808.00 447.35
O'reilly Automotive (ORLY) 0.2 $273k 258.00 1056.06
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $263k 5.3k 49.43
Ishares Tr Core High Dv Etf (HDV) 0.2 $257k 2.4k 108.70
Wec Energy Group (WEC) 0.2 $256k 3.3k 78.46
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $247k 3.1k 78.80
Ishares Tr Select Divid Etf (DVY) 0.1 $223k 1.8k 121.00
Chevron Corporation (CVX) 0.1 $219k 1.4k 156.42
United Sts 12 Month Nat Gas Unit Ben Int (UNL) 0.1 $106k 13k 8.26