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Size ($ in 1000's)
At 12/31/2023: $230,984
At 09/30/2023: $195,245
Sterling Financial Planning Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sterling Financial Planning Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Sterling Financial Planning Inc. top holdings by largest position size, as per the latest 13f filing made by Sterling Financial Planning Inc..
In the Sterling Financial Planning Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Sterling Financial Planning Inc. in that top holding, then the share count change between reporting periods, and finally the Sterling Financial Planning Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IJJ) |
127,875 |
+2,162 |
$14,583 | | IJJ | 127,875 | +2,162 | $14,583 | | ISHARES TR (IJT) |
108,238 |
+3,311 |
$13,545 | | IJT | 108,238 | +3,311 | $13,545 | | ISHARES GOLD TR (IAU) |
345,741 |
-281 |
$13,494 | | IAU | 345,741 | -281 | $13,494 | | ISHARES TR (IVW) |
172,690 |
-1,439 |
$12,969 | | IVW | 172,690 | -1,439 | $12,969 | | ISHARES TR (IJK) |
159,011 |
+755 |
$12,597 | | IJK | 159,011 | +755 | $12,597 | | ISHARES TR (IJS) |
86,517 |
+131 |
$8,917 | | IJS | 86,517 | +131 | $8,917 | | SCHWAB STRATEGIC TR |
138,966 |
+1,879 |
$8,608 | | FNDX | 138,966 | +1,879 | $8,608 | | DIMENSIONAL ETF TRUST (DFIV) |
226,845 |
+30,682 |
$7,794 | | DFIV | 226,845 | +30,682 | $7,794 | | VANGUARD WHITEHALL FDS (VYM) |
66,242 |
+2,698 |
$7,395 | | VYM | 66,242 | +2,698 | $7,395 | | ISHARES TR (IVV) |
13,210 |
+134 |
$6,309 | | IVV | 13,210 | +134 | $6,309 | | VANGUARD BD INDEX FDS (BIV) |
68,849 |
+3,847 |
$5,259 | | BIV | 68,849 | +3,847 | $5,259 | | ISHARES TR (IJH) |
16,423 |
-387 |
$4,552 | | IJH | 16,423 | -387 | $4,552 | | DIMENSIONAL ETF TRUST (DISV) |
172,798 |
+17,374 |
$4,456 | | DISV | 172,798 | +17,374 | $4,456 | | ISHARES TR (IVE) |
24,907 |
+709 |
$4,331 | | IVE | 24,907 | +709 | $4,331 | | DIMENSIONAL ETF TRUST (DFSV) |
141,766 |
+12,122 |
$4,128 | | DFSV | 141,766 | +12,122 | $4,128 | | INNOVATOR ETFS TR (XBJA) |
156,424 |
+31,541 |
$4,029 | | XBJA | 156,424 | +31,541 | $4,029 | | ISHARES TR (EFG) |
38,775 |
+1,392 |
$3,755 | | EFG | 38,775 | +1,392 | $3,755 | | ISHARES TR (GOVT) |
157,153 |
-13,231 |
$3,621 | | GOVT | 157,153 | -13,231 | $3,621 | | ISHARES TR (IDV) |
121,409 |
-3,864 |
$3,398 | | IDV | 121,409 | -3,864 | $3,398 | | DIMENSIONAL ETF TRUST (DFIP) |
78,540 |
+24,539 |
$3,242 | | DFIP | 78,540 | +24,539 | $3,242 | | VANGUARD BD INDEX FDS (BSV) |
41,617 |
+5,789 |
$3,205 | | BSV | 41,617 | +5,789 | $3,205 | | VANGUARD INDEX FDS (VOE) |
21,171 |
+105 |
$3,070 | | VOE | 21,171 | +105 | $3,070 | | SPDR GOLD TR (GLD) |
16,032 |
-531 |
$3,065 | | GLD | 16,032 | -531 | $3,065 | | ISHARES TR (MUB) |
27,798 |
+9,996 |
$3,014 | | MUB | 27,798 | +9,996 | $3,014 | | VANGUARD INDEX FDS (VNQ) |
34,080 |
+998 |
$3,011 | | VNQ | 34,080 | +998 | $3,011 | | APPLE INC |
15,490 |
-254 |
$2,982 | | AAPL | 15,490 | -254 | $2,982 | | INVESCO QQQ TR |
6,735 |
+27 |
$2,758 | | QQQ | 6,735 | +27 | $2,758 | | DIMENSIONAL ETF TRUST (DFEV) |
102,227 |
+21,998 |
$2,576 | | DFEV | 102,227 | +21,998 | $2,576 | | SCHWAB STRATEGIC TR |
72,709 |
-2,475 |
$2,535 | | FNDC | 72,709 | -2,475 | $2,535 | | VANGUARD INDEX FDS (VBR) |
13,052 |
+187 |
$2,349 | | VBR | 13,052 | +187 | $2,349 | | DIMENSIONAL ETF TRUST (DFGR) |
86,960 |
+18,978 |
$2,259 | | DFGR | 86,960 | +18,978 | $2,259 | | VANGUARD INDEX FDS (VBK) |
9,325 |
-16 |
$2,254 | | VBK | 9,325 | -16 | $2,254 | | VANGUARD INDEX FDS (VOT) |
9,898 |
+1 |
$2,173 | | VOT | 9,898 | +1 | $2,173 | | VANGUARD TAX MANAGED FDS (VEA) |
42,366 |
-2,183 |
$2,029 | | VEA | 42,366 | -2,183 | $2,029 | | VANGUARD MUN BD FDS (VTEB) |
38,411 |
+32,810 |
$1,961 | | VTEB | 38,411 | +32,810 | $1,961 | | ISHARES TR (TIP) |
17,587 |
+1,094 |
$1,890 | | TIP | 17,587 | +1,094 | $1,890 | | WISDOMTREE TR |
37,019 |
+390 |
$1,848 | | DGS | 37,019 | +390 | $1,848 | | VANGUARD WELLINGTON FD (VTES) |
17,464 |
+13,429 |
$1,771 | | VTES | 17,464 | +13,429 | $1,771 | | JOHNSON & JOHNSON |
10,383 |
+99 |
$1,627 | | JNJ | 10,383 | +99 | $1,627 | | VANGUARD SCOTTSDALE FDS (VCSH) |
19,817 |
+10,009 |
$1,533 | | VCSH | 19,817 | +10,009 | $1,533 | | ISHARES TR (SCZ) |
24,105 |
+726 |
$1,492 | | SCZ | 24,105 | +726 | $1,492 | | VANGUARD BD INDEX FDS (BND) |
19,682 |
+12,811 |
$1,448 | | BND | 19,682 | +12,811 | $1,448 | | INVESCO EXCHANGE TRADED FD T (PRF) |
39,492 |
-1,433 |
$1,390 | | PRF | 39,492 | -1,433 | $1,390 | | VANGUARD MALVERN FDS (VTIP) |
29,196 |
+3,886 |
$1,387 | | VTIP | 29,196 | +3,886 | $1,387 | | ISHARES TR (IJR) |
12,751 |
+9 |
$1,380 | | IJR | 12,751 | +9 | $1,380 | | VANGUARD CHARLOTTE FDS (BNDX) |
27,359 |
+4,057 |
$1,351 | | BNDX | 27,359 | +4,057 | $1,351 | | SELECTIVE INS GROUP INC |
13,138 |
UNCH |
$1,307 | | SIGI | 13,138 | UNCH | $1,307 | | SPDR S&P 500 ETF TR (SPY) |
2,734 |
-2 |
$1,299 | | SPY | 2,734 | -2 | $1,299 | | MICROSOFT CORP |
3,372 |
+1,008 |
$1,268 | | MSFT | 3,372 | +1,008 | $1,268 | | DIMENSIONAL ETF TRUST (DFAR) |
50,531 |
+12,358 |
$1,149 | | DFAR | 50,531 | +12,358 | $1,149 |
See Full List: All Stocks Held By Sterling Financial Planning Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sterling Financial Planning Inc.
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