$158 Million is the total value of STERLING INVESTMENT ADVISORS LLC /ADV's 27 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 36 | Q3 2023 | 20.4% |
| ISHARES TR | 36 | Q3 2023 | 17.3% |
| ISHARES INC | 36 | Q3 2023 | 9.6% |
| ISHARES TR | 36 | Q3 2023 | 5.7% |
| ISHARES TR | 36 | Q3 2023 | 6.7% |
| ISHARES TR | 36 | Q3 2023 | 6.1% |
| ISHARES TR | 36 | Q3 2023 | 7.0% |
| ISHARES INC | 36 | Q3 2023 | 5.5% |
| ISHARES TR | 36 | Q3 2023 | 3.7% |
| ISHARES TR | 36 | Q3 2023 | 4.9% |
View STERLING INVESTMENT ADVISORS LLC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-25 |
View STERLING INVESTMENT ADVISORS LLC /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.