Sterling Wealth Advisors

Sterling Wealth Advisors as of March 31, 2025

Portfolio Holdings for Sterling Wealth Advisors

Sterling Wealth Advisors holds 18 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 27.8 $36M 940k 38.44
Dimensional Etf Trust Short Duration F (DFSD) 19.2 $25M 525k 47.52
Dimensional Etf Trust Us Equity Market (DFUS) 15.8 $21M 339k 60.48
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.7 $11M 360k 31.23
Dimensional Etf Trust Intl Core Equity (DFIC) 7.0 $9.0M 326k 27.77
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.3 $5.6M 215k 25.89
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.1 $5.3M 127k 42.06
Ishares Tr Intl Sel Div Etf (IDV) 3.3 $4.3M 139k 31.02
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $3.1M 16k 193.99
Ishares Tr Core S&p500 Etf (IVV) 2.2 $2.8M 5.1k 561.90
Ishares Tr Core Div Grwth (DGRO) 1.5 $2.0M 32k 61.78
Dimensional Etf Trust Us Real Estate E (DFAR) 1.2 $1.6M 67k 23.77
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $834k 18k 47.57
Vanguard Index Fds Small Cp Etf (VB) 0.6 $735k 3.3k 221.74
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.6 $724k 27k 26.46
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $337k 13k 26.58
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $258k 6.3k 41.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $244k 1.9k 128.96