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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
MMM +3,022+$320
V +1,027+$287
DFUS +4,165+$237
LRCX +222+$216
VONV +2,682+$211
VZ +4,964+$208
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
WBS -4,852-$246
ADP -950-$221
TD -3,200-$207
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
IJH +61,961+$209
XBJA +33,173+$1,084
DFGR +28,759+$695
DISV +21,651+$831
DFIP +16,988+$699
DFEV +15,378+$477
DFIV +13,555+$1,041
BIV +12,723+$891
DFSV +11,791+$494
VTEB +6,115+$292
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
DFAR -11,117-$267
IVW -8,446+$900
VEA -7,040-$257
IDV -6,019-$162
BND -4,667-$357
PRFZ -3,540-$103
GOVT -3,328-$118
TIP -3,123-$336
PRF -2,839+$20
Sterling Financial Planning Inc. Info
Size ($ in 1000's)
At 03/31/2024: $246,817
At 12/31/2023: $230,984

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

All Stocks Held By Sterling Financial Planning Inc.
As of  03/31/2024, we find all stocks held by Sterling Financial Planning Inc. to be as follows, presented in the table below with each row detailing each Sterling Financial Planning Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Sterling Financial Planning Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Sterling Financial Planning Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ISHARES TR (IJJ) 129,620 +1,745 $15,333
     IJJ129,620+1,745$15,333
ISHARES GOLD TR (IAU) 348,104 +2,363 $14,624
     IAU348,104+2,363$14,624
ISHARES TR (IJK) 158,735 -276 $14,485
     IJK158,735-276$14,485
ISHARES TR (IJT) 108,464 +226 $14,180
     IJT108,464+226$14,180
ISHARES TR (IVW) 164,244 -8,446 $13,869
     IVW164,244-8,446$13,869
SCHWAB STRATEGIC TR 136,566 -2,400 $9,203
     FNDX136,566-2,400$9,203
DIMENSIONAL ETF TRUST (DFIV) 240,400 +13,555 $8,835
     DFIV240,400+13,555$8,835
ISHARES TR (IJS) 84,390 -2,127 $8,672
     IJS84,390-2,127$8,672
VANGUARD WHITEHALL FDS (VYM) 66,580 +338 $8,055
     VYM66,580+338$8,055
ISHARES TR (IVV) 12,969 -241 $6,818
     IVV12,969-241$6,818
VANGUARD BD INDEX FDS (BIV) 81,572 +12,723 $6,150
     BIV81,572+12,723$6,150
DIMENSIONAL ETF TRUST (DISV) 194,449 +21,651 $5,287
     DISV194,449+21,651$5,287
INNOVATOR ETFS TRUST (XBJA) 189,597 +33,173 $5,113
     XBJA189,597+33,173$5,113
ISHARES TR (IJH) 78,384 +61,961 $4,761
     IJH78,384+61,961$4,761
DIMENSIONAL ETF TRUST (DFSV) 153,557 +11,791 $4,622
     DFSV153,557+11,791$4,622
ISHARES TR (IVE) 24,733 -174 $4,620
     IVE24,733-174$4,620
ISHARES TR (EFG) 38,478 -297 $3,994
     EFG38,478-297$3,994
DIMENSIONAL ETF TRUST (DFIP) 95,528 +16,988 $3,941
     DFIP95,528+16,988$3,941
ISHARES TR (GOVT) 153,825 -3,328 $3,503
     GOVT153,825-3,328$3,503
VANGUARD BD INDEX FDS (BSV) 43,145 +1,528 $3,308
     BSV43,145+1,528$3,308
VANGUARD INDEX FDS (VOE) 20,902 -269 $3,259
     VOE20,902-269$3,259
SPDR GOLD TR (GLD) 15,776 -256 $3,245
     GLD15,776-256$3,245
ISHARES TR (IDV) 115,390 -6,019 $3,236
     IDV115,390-6,019$3,236
DIMENSIONAL ETF TRUST (DFEV) 117,605 +15,378 $3,053
     DFEV117,605+15,378$3,053
DIMENSIONAL ETF TRUST (DFGR) 115,719 +28,759 $2,954
     DFGR115,719+28,759$2,954
VANGUARD INDEX FDS (VNQ) 33,371 -709 $2,886
     VNQ33,371-709$2,886
ISHARES TR (MUB) 26,700 -1,098 $2,873
     MUB26,700-1,098$2,873
INVESCO QQQ TR 6,421 -314 $2,851
     QQQ6,421-314$2,851
APPLE INC 15,210 -280 $2,608
     AAPL15,210-280$2,608
SCHWAB STRATEGIC TR 70,239 -2,470 $2,491
     FNDC70,239-2,470$2,491
VANGUARD INDEX FDS (VBR) 12,836 -216 $2,463
     VBR12,836-216$2,463
VANGUARD INDEX FDS (VBK) 9,045 -280 $2,358
     VBK9,045-280$2,358
VANGUARD MUN BD FDS (VTEB) 44,526 +6,115 $2,253
     VTEB44,526+6,115$2,253
VANGUARD INDEX FDS (VOT) 9,537 -361 $2,249
     VOT9,537-361$2,249
VANGUARD WELLINGTON FD (VTES) 21,691 +4,227 $2,184
     VTES21,691+4,227$2,184
WISDOMTREE TR 38,085 +1,066 $1,937
     DGS38,085+1,066$1,937
VANGUARD TAX MANAGED FDS (VEA) 35,326 -7,040 $1,772
     VEA35,326-7,040$1,772
JOHNSON & JOHNSON 10,116 -267 $1,600
     JNJ10,116-267$1,600
VANGUARD SCOTTSDALE FDS (VCSH) 20,682 +865 $1,599
     VCSH20,682+865$1,599
ISHARES TR (TIP) 14,464 -3,123 $1,554
     TIP14,464-3,123$1,554
VANGUARD MALVERN FDS (VTIP) 32,357 +3,161 $1,550
     VTIP32,357+3,161$1,550
ISHARES TR (SCZ) 23,891 -214 $1,513
     SCZ23,891-214$1,513
SELECTIVE INS GROUP INC 13,138 UNCH $1,434
     SIGI13,138UNCH$1,434
INVESCO EXCHANGE TRADED FD T (PRF) 36,653 -2,839 $1,410
     PRF36,653-2,839$1,410
SPDR S&P 500 ETF TR (SPY) 2,694 -40 $1,409
     SPY2,694-40$1,409
MICROSOFT CORP 3,312 -60 $1,393
     MSFT3,312-60$1,393
ISHARES TR (IJR) 12,272 -479 $1,356
     IJR12,272-479$1,356
VANGUARD CHARLOTTE FDS (BNDX) 27,348 -11 $1,345
     BNDX27,348-11$1,345
EXXON MOBIL CORP 10,723 -408 $1,246
     XOM10,723-408$1,246
VANGUARD BD INDEX FDS (BND) 15,015 -4,667 $1,091
     BND15,015-4,667$1,091
BECTON DICKINSON & CO 3,965 -116 $981
     BDX3,965-116$981
BERKSHIRE HATHAWAY INC DEL      $979
     BRK.B2,328-251$979
COSTCO WHSL CORP NEW 1,214 +300 $889
     COST1,214+300$889
DIMENSIONAL ETF TRUST (DFAR) 39,414 -11,117 $882
     DFAR39,414-11,117$882
META PLATFORMS INC 1,557 -80 $756
     META1,557-80$756
LAKELAND BANCORP INC 61,770 -1,331 $747
     LBAI61,770-1,331$747
DEERE & CO 1,655 -150 $680
     DE1,655-150$680
ELI LILLY & CO 863 +6 $671
     LLY863+6$671
INNOVATOR ETFS TRUST (PJAN) 16,661 -48 $652
     PJAN16,661-48$652
INVESCO EXCHANGE TRADED FD T (PRFZ) 16,391 -3,540 $644
     PRFZ16,391-3,540$644
VANGUARD SPECIALIZED FUNDS (VIG) 3,355 -82 $613
     VIG3,355-82$613
VANGUARD INDEX FDS (VUG) 1,712 -98 $589
     VUG1,712-98$589
PROCTER AND GAMBLE CO 3,522 -11 $571
     PG3,522-11$571
MCDONALDS CORP 1,951 -91 $550
     MCD1,951-91$550
INVESCO EXCHANGE TRADED FD T (RSP) 3,228 -10 $547
     RSP3,228-10$547
AMAZON COM INC 3,018 -528 $544
     AMZN3,018-528$544
HOME DEPOT INC 1,370 -39 $525
     HD1,370-39$525
REALTY INCOME CORP 9,480 +1,600 $513
     O9,480+1,600$513
PEPSICO INC 2,880 -59 $504
     PEP2,880-59$504
RTX CORPORATION 5,157 UNCH $503
     RTX5,157UNCH$503
SPDR SER TR (MDYV) 6,569 -355 $499
     MDYV6,569-355$499
SCHWAB STRATEGIC TR 19,155 -609 $484
     SCHE19,155-609$484
VANGUARD INDEX FDS (VO) 1,933 -106 $483
     VO1,933-106$483
ALPHABET INC 2,877 -732 $434
     GOOGL2,877-732$434
INTERNATIONAL BUSINESS MACHS 2,200 -153 $420
     IBM2,200-153$420
VANGUARD INTL EQUITY INDEX F (VWO) 10,032 +3 $419
     VWO10,032+3$419
JPMORGAN CHASE & CO 2,006 +700 $402
     JPM2,006+700$402
ISHARES TR (EMB) 4,337 -118 $389
     EMB4,337-118$389
UNITED PARCEL SERVICE INC 2,599 -376 $386
     UPS2,599-376$386
ABBVIE INC 2,102 -90 $383
     ABBV2,102-90$383
ISHARES TR (QUAL) 2,244 -308 $369
     QUAL2,244-308$369
DIMENSIONAL ETF TRUST (DFIS) 13,109 -126 $329
     DFIS13,109-126$329
3M CO 3,022 +3,022 $320
     MMM3,022+3,022$320
CATERPILLAR INC 841 UNCH $308
     CAT841UNCH$308
GENERAL DYNAMICS CORP 1,089 +4 $308
     GD1,089+4$308
ALPHABET INC 1,991 -100 $303
     GOOG1,991-100$303
LOWES COS INC 1,189 UNCH $303
     LOW1,189UNCH$303
CARRIER GLOBAL CORPORATION 5,000 UNCH $291
     CARR5,000UNCH$291
ISHARES TR (IHI) 4,943 +1 $290
     IHI4,943+1$290
VISA INC 1,027 +1,027 $287
     V1,027+1,027$287
MERCK & CO INC 2,104 UNCH $278
     MRK2,104UNCH$278
INNOVATOR ETFS TRUST (UAUG) 8,446 UNCH $276
     UAUG8,446UNCH$276
SPDR SER TR (MDYG) 3,121 UNCH $272
     MDYG3,121UNCH$272
ISHARES TR (DVY) 2,165 UNCH $267
     DVY2,165UNCH$267
GUINNESS ATKINSON FDS 9,376 -370 $256
     DIVS9,376-370$256
CHEVRON CORP NEW 1,604 -8 $253
     CVX1,604-8$253
SPDR SER TR (BIL) 2,732 UNCH $251
     BIL2,732UNCH$251
OTIS WORLDWIDE CORP 2,500 UNCH $248
     OTIS2,500UNCH$248
DIMENSIONAL ETF TRUST (DFUS) 4,165 +4,165 $237
     DFUS4,165+4,165$237
INVESCO EXCH TRADED FD TR II (IDHQ) 7,551 +100 $232
     IDHQ7,551+100$232
LAM RESEARCH CORP 222 +222 $216
     LRCX222+222$216
VANGUARD SCOTTSDALE FDS (VONV) 2,682 +2,682 $211
     VONV2,682+2,682$211
VERIZON COMMUNICATIONS INC 4,964 +4,964 $208
     VZ4,964+4,964$208
EVERSOURCE ENERGY 3,452 UNCH $206
     ES3,452UNCH$206
BLACKROCK ENHANCED EQUITY DI 13,831 +0 $114
     BDJ13,831UNCH$114
AUTOMATIC DATA PROCESSING IN $0 (exited)
     ADP0-950$0
TORONTO DOMINION BK ONT $0 (exited)
     TD0-3,200$0
WEBSTER FINL CORP 0 -4,852 $0 (exited)
     WBS0-4,852$0

See Summary: Sterling Financial Planning Inc. Top Holdings
See Details: Top 10 Stocks Held By Sterling Financial Planning Inc.

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