Sterling Wealth Advisors

Sterling Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Sterling Wealth Advisors

Sterling Wealth Advisors holds 18 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 30.2 $38M 949k 40.49
Dimensional Etf Trust Short Duration F (DFSD) 18.7 $24M 509k 46.88
Dimensional Etf Trust Us Equity Market (DFUS) 15.3 $20M 307k 63.75
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.1 $10M 353k 29.20
Dimensional Etf Trust Intl Core Equity (DFIC) 6.1 $7.8M 302k 25.84
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.3 $5.5M 132k 41.27
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.2 $5.3M 210k 25.37
Ishares Tr Intl Sel Div Etf (IDV) 3.1 $3.9M 143k 27.38
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $3.2M 16k 195.83
Ishares Tr Core S&p500 Etf (IVV) 2.3 $3.0M 5.1k 588.68
Ishares Tr Core Div Grwth (DGRO) 1.5 $2.0M 32k 61.34
Dimensional Etf Trust Us Real Estate E (DFAR) 1.2 $1.5M 66k 23.27
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.7 $857k 18k 47.77
Vanguard Index Fds Small Cp Etf (VB) 0.6 $795k 3.3k 240.32
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.5 $645k 25k 26.19
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $330k 13k 26.07
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $265k 2.1k 127.59
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $256k 6.3k 40.92