Sterling Investment Advisors

Sterling Investment Advisors as of March 31, 2017

Portfolio Holdings for Sterling Investment Advisors

Sterling Investment Advisors holds 25 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 16.9 $18M 304k 57.95
iShares S&P 500 Index (IVV) 13.4 $14M 59k 237.26
iShares IBoxx $ Invest Grade Corp Bd (LQD) 11.7 $12M 104k 117.91
Ishares Inc core msci emkt (IEMG) 8.5 $8.8M 185k 47.79
iShares S&P MidCap 400 Index (IJH) 5.5 $5.7M 33k 171.21
iShares MSCI EAFE Index Fund (EFA) 3.7 $3.8M 61k 62.30
Spdr Index Shs Fds s^p global nat res (GNR) 3.5 $3.7M 87k 42.52
iShares Barclays TIPS Bond Fund (TIP) 3.3 $3.4M 30k 114.65
Ishares Tr cmn (STIP) 3.3 $3.4M 34k 101.46
iShares iBoxx $ High Yid Corp Bond (HYG) 3.2 $3.3M 38k 87.78
iShares S&P 500 Value Index (IVE) 3.2 $3.3M 32k 104.04
Wisdomtree Tr em lcl debt (ELD) 3.0 $3.1M 83k 37.59
Ishares Inc emrg mrk lc bd (LEMB) 2.7 $2.8M 62k 45.43
iShares Lehman Aggregate Bond (AGG) 2.7 $2.8M 26k 108.49
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 2.7 $2.8M 101k 27.46
iShares S&P SmallCap 600 Index (IJR) 2.6 $2.7M 39k 69.17
Ishares Tr core strm usbd (ISTB) 2.5 $2.6M 52k 50.12
iShares Dow Jones US Real Estate (IYR) 2.3 $2.4M 31k 78.49
Fidelity msci rl est etf (FREL) 1.6 $1.7M 70k 23.88
iShares Russell 2000 Index (IWM) 1.6 $1.7M 12k 137.48
iShares S&P 500 Growth Index (IVW) 1.4 $1.4M 11k 131.52
Ishares Tr 0-5yr invt gr cp (SLQD) 0.5 $500k 9.9k 50.38
Wal-Mart Stores (WMT) 0.2 $253k 3.5k 72.06
SPDR DJ International Real Estate ETF (RWX) 0.2 $209k 5.6k 37.34
iShares Gold Trust 0.2 $192k 16k 12.00