Sterling Financial Planning, Inc. holdings history

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483 is the total number of securities Sterling Financial Planning, Inc. has owned. The longest Sterling Financial Planning, Inc. has owned a single stock is 12 quarters.

Sterling Financial Planning, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IJJ ISHARES TR12126.13%6.60%7.02%Q4 2020Q3 202312
IJK ISHARES TR12125.56%5.99%6.83%Q4 2020Q3 202312
IVW ISHARES TR12125.02%5.83%6.42%Q4 2020Q3 202312
IJT ISHARES TR12125.56%5.82%6.08%Q4 2020Q3 202312
IJS ISHARES TR12123.95%5.05%5.52%Q4 2020Q3 202312
FNDX SCHWAB STRATEGIC TR12123.58%3.83%4.02%Q4 2020Q3 202312
IJH ISHARES TR12122.15%3.51%5.42%Q4 2020Q3 202312
IVV ISHARES TR12122.82%3.25%3.89%Q4 2020Q3 202312
VYM VANGUARD WHITEHALL FDS12122.23%2.82%3.36%Q4 2020Q3 202312
IVE ISHARES TR12121.91%2.41%2.73%Q4 2020Q3 202312
IDV ISHARES TR12121.63%2.37%3.09%Q4 2020Q3 202312
VEA VANGUARD TAX-MANAGED I...12121.00%2.35%3.88%Q4 2020Q3 202312
GLD SPDR GOLD TR12121.45%1.94%2.28%Q4 2020Q3 202312
VNQ VANGUARD INDEX FDS12121.28%1.87%2.36%Q4 2020Q3 202312
VOE VANGUARD INDEX FDS12121.41%1.54%1.69%Q4 2020Q3 202312
AAPL APPLE INC12121.16%1.53%1.90%Q4 2020Q3 202312
FNDC SCHWAB STRATEGIC TR12120.09%1.44%1.92%Q4 2020Q3 202312
EFG ISHARES TR12120.80%1.43%1.79%Q4 2020Q3 202312
VBR VANGUARD INDEX FDS12121.05%1.31%1.54%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.82%1.17%1.53%Q4 2020Q3 202312
IJR ISHARES TR12120.62%1.17%1.73%Q4 2020Q3 202312
VOT VANGUARD INDEX FDS12120.99%1.09%1.27%Q4 2020Q3 202312
BIV VANGUARD BD INDEX FDS12120.12%0.99%2.41%Q4 2020Q3 202312
VBK VANGUARD INDEX FDS12120.47%0.95%1.10%Q4 2020Q3 202312
PRF INVESCO EXCHANGE TRADE...12120.67%0.85%1.08%Q4 2020Q3 202312
DGS WISDOMTREE TR12120.10%0.82%1.07%Q4 2020Q3 202312
QQQ INVESCO QQQ TR12120.45%0.77%1.26%Q4 2020Q3 202312
SIGI SELECTIVE INS GROUP INC12120.62%0.77%0.87%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12120.60%0.71%0.85%Q4 2020Q3 202312
PRFZ INVESCO EXCHANGE TRADE...12120.34%0.63%0.98%Q4 2020Q3 202312
BSV VANGUARD BD INDEX FDS12120.00%0.60%1.38%Q4 2020Q3 202312
LBAI LAKELAND BANCORP INC12120.42%0.59%0.77%Q4 2020Q3 202312
XOM EXXON MOBIL CORP12120.35%0.54%0.75%Q4 2020Q3 202312
BNDX VANGUARD CHARLOTTE FDS12120.00%0.54%1.56%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.39%0.52%0.66%Q4 2020Q3 202312
VWO VANGUARD INTL EQUITY I...12120.30%0.46%0.61%Q4 2020Q3 202312
AMZN AMAZON COM INC12120.22%0.45%0.82%Q4 2020Q3 202312
UPS UNITED PARCEL SERVICE INC12120.24%0.43%0.60%Q4 2020Q3 202312
EMB ISHARES TR12120.24%0.41%0.79%Q4 2020Q3 202312
DE DEERE & CO12120.32%0.41%0.52%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.28%0.40%0.56%Q4 2020Q3 202312
O REALTY INCOME CORP12120.20%0.36%0.46%Q4 2020Q3 202312
VO VANGUARD INDEX FDS12120.22%0.35%0.46%Q4 2020Q3 202312
MCD MCDONALDS CORP12120.26%0.33%0.46%Q4 2020Q3 202312
PJAN INNOVATOR ETFS TR12120.21%0.32%0.37%Q4 2020Q3 202312
FB META PLATFORMS INC12120.12%0.32%0.54%Q4 2020Q3 202312
VIG VANGUARD SPECIALIZED F...12120.02%0.32%0.53%Q4 2020Q3 202312
RSP INVESCO EXCHANGE TRADE...12120.24%0.32%0.42%Q4 2020Q3 202312
PEP PEPSICO INC12120.25%0.31%0.39%Q4 2020Q3 202312
SCHE SCHWAB STRATEGIC TR12120.08%0.29%0.38%Q4 2020Q3 202312
COST COSTCO WHSL CORP NEW12120.20%0.28%0.39%Q4 2020Q3 202312
GOOGL ALPHABET INC12120.19%0.28%0.38%Q4 2020Q3 202312
HD HOME DEPOT INC12120.20%0.26%0.33%Q4 2020Q3 202312
BDX BECTON DICKINSON & CO12120.19%0.24%0.35%Q4 2020Q3 202312
PG PROCTER AND GAMBLE CO12120.18%0.22%0.26%Q4 2020Q3 202312
ABBV ABBVIE INC12120.16%0.21%0.27%Q4 2020Q3 202312
GOOG ALPHABET INC12120.12%0.20%0.27%Q4 2020Q3 202312
MDYV SPDR SER TR12120.15%0.20%0.23%Q4 2020Q3 202312
IBM INTERNATIONAL BUSINESS...12120.14%0.20%0.28%Q4 2020Q3 202312
IHI ISHARES TR12120.12%0.18%0.29%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS12120.03%0.17%0.27%Q4 2020Q3 202312
LLY LILLY ELI & CO12120.12%0.16%0.23%Q4 2020Q3 202312
LOW LOWES COS INC12120.13%0.16%0.24%Q4 2020Q3 202312
CVX CHEVRON CORP NEW12120.12%0.16%0.21%Q4 2020Q3 202312
DVY ISHARES TR12120.12%0.16%0.18%Q4 2020Q3 202312
ADP AUTOMATIC DATA PROCESS...12120.10%0.15%0.20%Q4 2020Q3 202312
GD GENERAL DYNAMICS CORP12120.12%0.15%0.19%Q4 2020Q3 202312
GOVT ISHARES TR11110.02%1.26%2.29%Q1 2021Q3 202311
SCZ ISHARES TR11110.50%0.69%0.76%Q1 2021Q3 202311
TIP ISHARES TR11110.03%0.50%1.28%Q1 2021Q3 202311
TD TORONTO DOMINION BK ONT11110.12%0.19%0.24%Q4 2020Q2 202311
VCSH VANGUARD SCOTTSDALE FDS11110.02%0.19%0.38%Q1 2021Q3 202311
IAU ISHARES GOLD TR10104.52%6.10%7.22%Q2 2021Q3 202310
QUAL ISHARES TR10100.01%0.23%0.41%Q2 2021Q3 202310
DIVS GUINNESS ATKINSON FDS10100.09%0.16%0.22%Q2 2021Q3 202310
MUB ISHARES TR540.07%0.63%1.81%Q2 2021Q3 20239
VZ VERIZON COMMUNICATIONS...720.10%0.16%0.22%Q4 2020Q2 20239
CAT CATERPILLAR INC410.12%0.14%0.18%Q4 2020Q3 20239
MDYG SPDR SER TR540.11%0.12%0.13%Q4 2020Q3 20239
MRK MERCK & CO. INC420.07%0.11%0.16%Q4 2020Q2 20239
PFF ISHARES TR880.42%0.50%0.69%Q4 2020Q3 20228
BND VANGUARD BD INDEX FDS440.01%0.15%0.46%Q4 2020Q3 20238
JPM JPMORGAN CHASE & CO620.11%0.14%0.17%Q4 2020Q3 20238
INNOVATOR ETFS TR770.19%0.73%1.58%Q1 2022Q3 20237
UNP UNION PAC CORP770.15%0.18%0.22%Q4 2020Q2 20227
SDY SPDR SER TR770.14%0.15%0.18%Q4 2020Q2 20227
CPIX CUMBERLAND PHARMACEUTI...770.03%0.04%0.06%Q4 2020Q2 20227
DIMENSIONAL ETF TRUST660.33%2.05%3.28%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.38%1.22%1.89%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.20%0.98%1.68%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.19%0.74%1.10%Q2 2022Q3 20236
TSLA TESLA INC660.14%0.20%0.29%Q4 2020Q1 20226
NSC NORFOLK SOUTHN CORP660.16%0.18%0.20%Q4 2020Q1 20226
WBS WEBSTER FINL CORP660.11%0.16%0.21%Q1 2022Q2 20236
T AT&T INC660.13%0.15%0.25%Q4 2020Q1 20226
IDHQ INVESCO EXCH TRADED FD...660.13%0.14%0.16%Q4 2020Q1 20226
HSY HERSHEY CO420.10%0.11%0.13%Q4 2020Q2 20236
SCHD SCHWAB STRATEGIC TR660.01%0.07%0.19%Q4 2020Q1 20226
DIMENSIONAL ETF TRUST550.41%0.71%0.97%Q3 2022Q3 20235
FCCY 1ST CONSTITUTION BANCORP550.22%0.24%0.28%Q4 2020Q4 20215
SPAB SPDR SER TR550.01%0.18%0.27%Q2 2021Q2 20225
DIS DISNEY WALT CO550.15%0.18%0.22%Q4 2020Q4 20215
SCHB SCHWAB STRATEGIC TR550.12%0.12%0.13%Q4 2020Q4 20215
PRU PRUDENTIAL FINL INC410.02%0.07%0.17%Q4 2020Q1 20225
ATHX ATHERSYS INC NEW410.01%0.01%0.01%Q4 2020Q1 20225
VTIP VANGUARD MALVERN FDS440.12%0.40%0.61%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.31%0.34%0.38%Q4 2022Q3 20234
PFE PFIZER INC440.07%0.21%0.28%Q4 2020Q3 20214
CRL CHARLES RIV LABS INTL INC440.10%0.15%0.18%Q2 2021Q1 20224
IGV ISHARES TR440.12%0.15%0.23%Q4 2020Q3 20214
SCHF SCHWAB STRATEGIC TR440.13%0.14%0.16%Q4 2020Q3 20214
ARKK ARK ETF TR440.11%0.14%0.18%Q4 2020Q3 20214
DIMENSIONAL ETF TRUST440.13%0.14%0.15%Q4 2022Q3 20234
EEM ISHARES TR440.12%0.14%0.15%Q4 2020Q3 20214
PNC PNC FINL SVCS GROUP INC440.12%0.12%0.12%Q4 2020Q3 20214
SYK STRYKER CORPORATION440.10%0.12%0.13%Q4 2020Q3 20214
VONV VANGUARD SCOTTSDALE FDS440.11%0.11%0.12%Q4 2020Q3 20214
TXN TEXAS INSTRS INC440.11%0.11%0.12%Q4 2020Q3 20214
LEMB ISHARES INC440.09%0.11%0.15%Q4 2020Q3 20214
PPG PPG INDS INC440.09%0.11%0.12%Q4 2020Q3 20214
ABT ABBOTT LABS440.08%0.09%0.10%Q4 2020Q3 20214
IBB ISHARES TR440.07%0.09%0.12%Q4 2020Q3 20214
SLYV SPDR SER TR440.09%0.09%0.10%Q4 2020Q3 20214
SLYG SPDR SER TR440.08%0.09%0.09%Q4 2020Q3 20214
NEE NEXTERA ENERGY INC440.07%0.09%0.10%Q4 2020Q3 20214
ED CONSOLIDATED EDISON INC440.07%0.09%0.10%Q4 2020Q3 20214
PEG PUBLIC SVC ENTERPRISE ...440.05%0.08%0.15%Q4 2020Q3 20214
PNOV INNOVATOR ETFS TR440.08%0.08%0.09%Q4 2020Q3 20214
CL COLGATE PALMOLIVE CO440.07%0.08%0.09%Q4 2020Q3 20214
ZBH ZIMMER BIOMET HOLDINGS...440.06%0.07%0.08%Q4 2020Q3 20214
MMM 3M CO440.06%0.07%0.08%Q4 2020Q3 20214
EFA ISHARES TR440.06%0.07%0.11%Q4 2020Q3 20214
CSCO CISCO SYS INC440.06%0.07%0.08%Q4 2020Q3 20214
DFAE DIMENSIONAL ETF TRUST440.00%0.07%0.10%Q4 2020Q3 20214
SPHD INVESCO EXCH TRADED FD...440.06%0.06%0.07%Q4 2020Q3 20214
ROBO EXCHANGE TRADED CONCEP...440.06%0.06%0.07%Q4 2020Q3 20214
MDT MEDTRONIC PLC440.06%0.06%0.07%Q4 2020Q3 20214
INTC INTEL CORP440.05%0.06%0.07%Q4 2020Q3 20214
BA BOEING CO440.04%0.06%0.09%Q4 2020Q3 20214
EW EDWARDS LIFESCIENCES CORP440.05%0.06%0.08%Q4 2020Q3 20214
FDX FEDEX CORP440.05%0.06%0.06%Q4 2020Q3 20214
CB CHUBB LIMITED440.05%0.06%0.06%Q4 2020Q3 20214
AMGN AMGEN INC440.05%0.06%0.06%Q4 2020Q3 20214
WIP SPDR SER TR440.05%0.06%0.07%Q4 2020Q3 20214
VER VEREIT INC440.04%0.06%0.07%Q4 2020Q3 20214
OHI OMEGA HEALTHCARE INVS INC440.03%0.06%0.07%Q4 2020Q3 20214
PDN INVESCO EXCH TRADED FD...440.04%0.06%0.08%Q4 2020Q3 20214
CMCSA COMCAST CORP NEW440.02%0.05%0.09%Q4 2020Q3 20214
DBOC INNOVATOR ETFS TR440.05%0.05%0.06%Q4 2020Q3 20214
COP CONOCOPHILLIPS440.05%0.05%0.06%Q4 2020Q3 20214
MDLZ MONDELEZ INTL INC440.05%0.05%0.06%Q4 2020Q3 20214
VTV VANGUARD INDEX FDS440.05%0.05%0.05%Q4 2020Q3 20214
BAC BK OF AMERICA CORP440.05%0.05%0.05%Q4 2020Q3 20214
F FORD MTR CO DEL440.05%0.05%0.05%Q4 2020Q3 20214
BJAN INNOVATOR ETFS TR440.04%0.05%0.05%Q4 2020Q3 20214
VB VANGUARD INDEX FDS440.01%0.05%0.09%Q4 2020Q3 20214
DDOG DATADOG INC440.04%0.05%0.05%Q4 2020Q3 20214
RWX SPDR INDEX SHS FDS440.04%0.05%0.05%Q4 2020Q3 20214
MAR MARRIOTT INTL INC NEW440.04%0.05%0.06%Q4 2020Q3 20214
SBUX STARBUCKS CORP440.04%0.04%0.05%Q4 2020Q3 20214
WY WEYERHAEUSER CO MTN BE440.02%0.04%0.08%Q4 2020Q3 20214
PYPL PAYPAL HLDGS INC440.02%0.04%0.06%Q4 2020Q3 20214
PSX PHILLIPS 66440.04%0.04%0.05%Q4 2020Q3 20214
ORCL ORACLE CORP440.04%0.04%0.06%Q4 2020Q3 20214
UFEB INNOVATOR ETFS TR440.04%0.04%0.05%Q4 2020Q3 20214
IWD ISHARES TR440.04%0.04%0.06%Q4 2020Q3 20214
PAPR INNOVATOR ETFS TR440.04%0.04%0.05%Q4 2020Q3 20214
IPG INTERPUBLIC GROUP COS INC440.04%0.04%0.04%Q4 2020Q3 20214
NVST ENVISTA HOLDINGS CORPO...440.04%0.04%0.04%Q4 2020Q3 20214
KMI KINDER MORGAN INC DEL440.04%0.04%0.04%Q4 2020Q3 20214
XEL XCEL ENERGY INC440.03%0.04%0.05%Q4 2020Q3 20214
SCHC SCHWAB STRATEGIC TR440.04%0.04%0.04%Q4 2020Q3 20214
IDXX IDEXX LABS INC440.04%0.04%0.04%Q4 2020Q3 20214
YUM YUM BRANDS INC440.04%0.04%0.04%Q4 2020Q3 20214
MO ALTRIA GROUP INC440.03%0.04%0.04%Q4 2020Q3 20214
IWF ISHARES TR440.04%0.04%0.04%Q4 2020Q3 20214
DD DUPONT DE NEMOURS INC440.03%0.04%0.04%Q4 2020Q3 20214
RGLD ROYAL GOLD INC440.03%0.03%0.04%Q4 2020Q3 20214
A AGILENT TECHNOLOGIES INC440.01%0.03%0.06%Q4 2020Q3 20214
GILD GILEAD SCIENCES INC440.03%0.03%0.04%Q4 2020Q3 20214
FNDA SCHWAB STRATEGIC TR440.03%0.03%0.03%Q4 2020Q3 20214
IWS ISHARES TR440.03%0.03%0.03%Q4 2020Q3 20214
BMY BRISTOL-MYERS SQUIBB CO440.02%0.03%0.04%Q4 2020Q3 20214
PPL PPL CORP440.03%0.03%0.03%Q4 2020Q3 20214
DOW DOW INC440.03%0.03%0.03%Q4 2020Q3 20214
PSCT INVESCO EXCH TRADED FD...440.02%0.03%0.04%Q4 2020Q3 20214
TFC TRUIST FINL CORP440.03%0.03%0.03%Q4 2020Q3 20214
MTCH MATCH GROUP INC NEW440.03%0.03%0.03%Q4 2020Q3 20214
ICLN ISHARES TR440.02%0.03%0.04%Q4 2020Q3 20214
EPD ENTERPRISE PRODS PARTN...440.02%0.03%0.03%Q4 2020Q3 20214
SCHH SCHWAB STRATEGIC TR440.03%0.03%0.03%Q4 2020Q3 20214
NEA NUVEEN AMT FREE QLTY M...440.02%0.03%0.03%Q4 2020Q3 20214
SO SOUTHERN CO440.02%0.03%0.03%Q4 2020Q3 20214
SPYG SPDR SER TR440.02%0.03%0.03%Q4 2020Q3 20214
IWP ISHARES TR440.02%0.03%0.04%Q4 2020Q3 20214
BP BP PLC440.02%0.03%0.05%Q4 2020Q3 20214
IEFA ISHARES TR440.02%0.03%0.03%Q4 2020Q3 20214
RTX RAYTHEON TECHNOLOGIES ...440.01%0.03%0.04%Q4 2020Q3 20214
DVYE ISHARES INC440.02%0.03%0.03%Q4 2020Q3 20214
BCS BARCLAYS PLC440.02%0.03%0.03%Q4 2020Q3 20214
EQR EQUITY RESIDENTIAL440.02%0.02%0.03%Q4 2020Q3 20214
PGX INVESCO EXCH TRADED FD...440.02%0.02%0.03%Q4 2020Q3 20214
VOO VANGUARD INDEX FDS440.02%0.02%0.03%Q4 2020Q3 20214
VNQI VANGUARD INTL EQUITY I...440.02%0.02%0.03%Q4 2020Q3 20214
UMAR INNOVATOR ETFS TR440.02%0.02%0.03%Q4 2020Q3 20214
SPGM SPDR INDEX SHS FDS440.01%0.02%0.03%Q4 2020Q3 20214
SPG SIMON PPTY GROUP INC NEW440.01%0.02%0.03%Q4 2020Q3 20214
UAL UNITED AIRLS HLDGS INC440.02%0.02%0.03%Q4 2020Q3 20214
IWM ISHARES TR440.02%0.02%0.02%Q4 2020Q3 20214
WAFD WASHINGTON FED INC440.01%0.02%0.03%Q4 2020Q3 20214
CDK CDK GLOBAL INC440.02%0.02%0.02%Q4 2020Q3 20214
NOW SERVICENOW INC440.02%0.02%0.02%Q4 2020Q3 20214
CIBR FIRST TR EXCHANGE TRAD...440.02%0.02%0.03%Q4 2020Q3 20214
USEP INNOVATOR ETFS TR440.02%0.02%0.02%Q4 2020Q3 20214
D DOMINION ENERGY INC440.02%0.02%0.02%Q4 2020Q3 20214
YUMC YUM CHINA HLDGS INC440.02%0.02%0.02%Q4 2020Q3 20214
PM PHILIP MORRIS INTL INC440.02%0.02%0.02%Q4 2020Q3 20214
CTVA CORTEVA INC440.02%0.02%0.02%Q4 2020Q3 20214
IYT ISHARES TR440.02%0.02%0.02%Q4 2020Q3 20214
IWO ISHARES TR440.02%0.02%0.02%Q4 2020Q3 20214
AXP AMERICAN EXPRESS CO440.02%0.02%0.02%Q4 2020Q3 20214
BXP BOSTON PROPERTIES INC440.02%0.02%0.02%Q4 2020Q3 20214
VTI VANGUARD INDEX FDS440.02%0.02%0.02%Q4 2020Q3 20214
ASAN ASANA INC440.02%0.02%0.02%Q4 2020Q3 20214
LHX L3HARRIS TECHNOLOGIES INC440.01%0.02%0.03%Q4 2020Q3 20214
RPG INVESCO EXCHANGE TRADE...440.02%0.02%0.02%Q4 2020Q3 20214
UBER UBER TECHNOLOGIES INC440.02%0.02%0.02%Q4 2020Q3 20214
NVCR NOVOCURE LTD440.01%0.02%0.02%Q4 2020Q3 20214
TT TRANE TECHNOLOGIES PLC440.01%0.02%0.02%Q4 2020Q3 20214
EMR EMERSON ELEC CO440.01%0.02%0.02%Q4 2020Q3 20214
DVA DAVITA INC440.02%0.02%0.02%Q4 2020Q3 20214
MET METLIFE INC440.02%0.02%0.02%Q4 2020Q3 20214
RMD RESMED INC440.01%0.02%0.02%Q4 2020Q3 20214
BR BROADRIDGE FINL SOLUTI...440.02%0.02%0.02%Q4 2020Q3 20214
EXPD EXPEDITORS INTL WASH INC440.02%0.02%0.02%Q4 2020Q3 20214
PGR PROGRESSIVE CORP440.00%0.02%0.03%Q4 2020Q3 20214
AWF ALLIANCEBERNSTEIN GLOB...440.01%0.01%0.02%Q4 2020Q3 20214
ELY CALLAWAY GOLF CO440.01%0.01%0.02%Q4 2020Q3 20214
SOXL DIREXION SHS ETF TR440.01%0.01%0.02%Q4 2020Q3 20214
PMAR INNOVATOR ETFS TR440.01%0.01%0.02%Q4 2020Q3 20214
PJUN INNOVATOR ETFS TR440.01%0.01%0.02%Q4 2020Q3 20214
IWR ISHARES TR440.01%0.01%0.01%Q4 2020Q3 20214
SPGI S&P GLOBAL INC440.01%0.01%0.01%Q4 2020Q3 20214
OLP ONE LIBERTY PPTYS INC440.01%0.01%0.01%Q4 2020Q3 20214
POCT INNOVATOR ETFS TR440.01%0.01%0.01%Q4 2020Q3 20214
SUMO SUMO LOGIC INC440.01%0.01%0.02%Q4 2020Q3 20214
AEP AMERICAN ELEC PWR CO INC440.01%0.01%0.01%Q4 2020Q3 20214
KMB KIMBERLY-CLARK CORP440.01%0.01%0.01%Q4 2020Q3 20214
WFC WELLS FARGO CO NEW440.01%0.01%0.01%Q4 2020Q3 20214
UNH UNITEDHEALTH GROUP INC440.00%0.01%0.02%Q4 2020Q3 20214
SCHV SCHWAB STRATEGIC TR440.01%0.01%0.01%Q4 2020Q3 20214
CRM SALESFORCE COM INC440.01%0.01%0.01%Q4 2020Q3 20214
CRSP CRISPR THERAPEUTICS AG440.01%0.01%0.01%Q4 2020Q3 20214
FNI FIRST TR EXCHANGE TRAD...440.01%0.01%0.01%Q4 2020Q3 20214
IEMG ISHARES INC440.01%0.01%0.01%Q4 2020Q3 20214
DUK DUKE ENERGY CORP NEW440.01%0.01%0.01%Q4 2020Q3 20214
SRET GLOBAL X FDS440.01%0.01%0.01%Q4 2020Q3 20214
WM WASTE MGMT INC DEL440.01%0.01%0.01%Q4 2020Q3 20214
MAN MANPOWERGROUP INC WIS440.01%0.01%0.01%Q4 2020Q3 20214
VTRS VIATRIS INC440.01%0.01%0.01%Q4 2020Q3 20214
V VISA INC440.00%0.01%0.01%Q4 2020Q3 20214
GOLD BARRICK GOLD CORP440.01%0.01%0.02%Q4 2020Q3 20214
AZN ASTRAZENECA PLC440.01%0.01%0.01%Q4 2020Q3 20214
MPW MEDICAL PPTYS TRUST INC440.01%0.01%0.01%Q4 2020Q3 20214
KO COCA COLA CO440.01%0.01%0.01%Q4 2020Q3 20214
EMXC ISHARES INC440.01%0.01%0.01%Q4 2020Q3 20214
CWI SPDR INDEX SHS FDS440.01%0.01%0.01%Q4 2020Q3 20214
IR INGERSOLL RAND INC440.01%0.01%0.01%Q4 2020Q3 20214
FNDF SCHWAB STRATEGIC TR440.01%0.01%0.01%Q4 2020Q3 20214
FBHS FORTUNE BRANDS HOME & ...440.01%0.01%0.01%Q4 2020Q3 20214
CVM CEL-SCI CORP440.00%0.01%0.02%Q4 2020Q3 20214
CSX CSX CORP440.00%0.01%0.02%Q4 2020Q3 20214
ADM ARCHER DANIELS MIDLAND CO440.01%0.01%0.01%Q4 2020Q3 20214
ADI ANALOG DEVICES INC440.01%0.01%0.01%Q4 2020Q3 20214
SNSR GLOBAL X FDS440.01%0.01%0.01%Q4 2020Q3 20214
DRI DARDEN RESTAURANTS INC440.01%0.01%0.01%Q4 2020Q3 20214
IYR ISHARES TR440.01%0.01%0.01%Q4 2020Q3 20214
QS QUANTUMSCAPE CORP440.01%0.01%0.01%Q4 2020Q3 20214
TDOC TELADOC HEALTH INC440.00%0.01%0.01%Q4 2020Q3 20214
WEC WEC ENERGY GROUP INC440.01%0.01%0.01%Q4 2020Q3 20214
SNOW SNOWFLAKE INC440.01%0.01%0.01%Q4 2020Q3 20214
TM TOYOTA MOTOR CORP440.01%0.01%0.01%Q4 2020Q3 20214
LSXMK LIBERTY MEDIA CORP DEL440.01%0.01%0.01%Q4 2020Q3 20214
SLB SCHLUMBERGER LTD440.01%0.01%0.01%Q4 2020Q3 20214
AB ALLIANCEBERNSTEIN HLDG...440.01%0.01%0.01%Q4 2020Q3 20214
CSM PROSHARES TR440.01%0.01%0.01%Q4 2020Q3 20214
RCL ROYAL CARIBBEAN GROUP440.01%0.01%0.01%Q4 2020Q3 20214
ABR ARBOR REALTY TRUST INC440.01%0.01%0.01%Q4 2020Q3 20214
CCL CARNIVAL CORP440.01%0.01%0.01%Q4 2020Q3 20214
ENB ENBRIDGE INC440.01%0.01%0.01%Q4 2020Q3 20214
LBRDK LIBERTY BROADBAND CORP440.01%0.01%0.01%Q4 2020Q3 20214
PCY INVESCO EXCH TRADED FD...440.00%0.01%0.01%Q4 2020Q3 20214
CBRE CBRE GROUP INC440.00%0.00%0.01%Q4 2020Q3 20214
ZM ZOOM VIDEO COMMUNICATI...440.00%0.00%0.01%Q4 2020Q3 20214
BX BLACKSTONE INC440.00%0.00%0.01%Q4 2020Q3 20214
URI UNITED RENTALS INC440.00%0.00%0.01%Q4 2020Q3 20214
PINS PINTEREST INC440.00%0.00%0.01%Q4 2020Q3 20214
NOC NORTHROP GRUMMAN CORP440.00%0.00%0.01%Q4 2020Q3 20214
AVGO BROADCOM INC440.00%0.00%0.01%Q4 2020Q3 20214
PSEP INNOVATOR ETFS TR440.00%0.00%0.01%Q4 2020Q3 20214
WMT WALMART INC440.00%0.00%0.01%Q4 2020Q3 20214
WPP WPP PLC NEW440.00%0.00%0.01%Q4 2020Q3 20214
EBAY EBAY INC.440.00%0.00%0.01%Q4 2020Q3 20214
VAC MARRIOTT VACTINS WORLD...440.00%0.00%0.01%Q4 2020Q3 20214
TECL DIREXION SHS ETF TR440.00%0.00%0.01%Q4 2020Q3 20214
DHR DANAHER CORPORATION440.00%0.00%0.00%Q4 2020Q3 20214
EL LAUDER ESTEE COS INC440.00%0.00%0.00%Q4 2020Q3 20214
TMUS T-MOBILE US INC440.00%0.00%0.00%Q4 2020Q3 20214
FNDE SCHWAB STRATEGIC TR440.00%0.00%0.00%Q4 2020Q3 20214
EYEG EYEGATE PHARMACEUTICAL...440.00%0.00%0.01%Q4 2020Q3 20214
CE CELANESE CORP DEL440.00%0.00%0.00%Q4 2020Q3 20214
HSTM HEALTHSTREAM INC440.00%0.00%0.00%Q4 2020Q3 20214
IXC ISHARES TR440.00%0.00%0.00%Q4 2020Q3 20214
EVRG EVERGY INC440.00%0.00%0.00%Q4 2020Q3 20214
ARCC ARES CAPITAL CORP440.00%0.00%0.00%Q4 2020Q3 20214
NIO NIO INC440.00%0.00%0.00%Q4 2020Q3 20214
BAH BOOZ ALLEN HAMILTON HL...440.00%0.00%0.00%Q4 2020Q3 20214
NGL NGL ENERGY PARTNERS LP440.00%0.00%0.00%Q4 2020Q3 20214
BURL BURLINGTON STORES INC440.00%0.00%0.00%Q4 2020Q3 20214
LSXMA LIBERTY MEDIA CORP DEL440.00%0.00%0.00%Q4 2020Q3 20214
LI LI AUTO INC440.00%0.00%0.00%Q4 2020Q3 20214
DG DOLLAR GEN CORP NEW440.00%0.00%0.00%Q4 2020Q3 20214
AWK AMERICAN WTR WKS CO IN...440.00%0.00%0.00%Q4 2020Q3 20214
HOPE HOPE BANCORP INC440.00%0.00%0.00%Q4 2020Q3 20214
KBE SPDR SER TR440.00%0.00%0.00%Q4 2020Q3 20214
GDV GABELLI DIVID & INCOME TR440.00%0.00%0.00%Q4 2020Q3 20214
LBRDA LIBERTY BROADBAND CORP440.00%0.00%0.00%Q4 2020Q3 20214
APH AMPHENOL CORP NEW440.00%0.00%0.00%Q4 2020Q3 20214
AZO AUTOZONE INC440.00%0.00%0.00%Q4 2020Q3 20214
EWX SPDR INDEX SHS FDS440.00%0.00%0.00%Q4 2020Q3 20214
W WAYFAIR INC440.00%0.00%0.00%Q4 2020Q3 20214
EMN EASTMAN CHEM CO440.00%0.00%0.00%Q4 2020Q3 20214
AMP AMERIPRISE FINL INC440.00%0.00%0.00%Q4 2020Q3 20214
BHF BRIGHTHOUSE FINL INC440.00%0.00%0.00%Q4 2020Q3 20214
ATVI ACTIVISION BLIZZARD INC440.00%0.00%0.00%Q4 2020Q3 20214
USCI UNITED STS COMMODITY I...440.00%0.00%0.00%Q4 2020Q3 20214
FWONK LIBERTY MEDIA CORP DEL440.00%0.00%0.00%Q4 2020Q3 20214
MMLP MARTIN MIDSTREAM PRTNR...440.00%0.00%0.00%Q4 2020Q3 20214
KHC KRAFT HEINZ CO440.00%0.00%0.00%Q4 2020Q3 20214
FWONA LIBERTY MEDIA CORP DEL440.00%0.00%0.00%Q4 2020Q3 20214
RPM RPM INTL INC440.00%0.00%0.00%Q4 2020Q3 20214
DBX DROPBOX INC440.00%0.00%0.00%Q4 2020Q3 20214
DKNG DRAFTKINGS INC440.00%0.00%0.00%Q4 2020Q3 20214
SXC SUNCOKE ENERGY INC440.00%0.00%0.00%Q4 2020Q3 20214
FRO FRONTLINE LTD440.00%0.00%0.00%Q4 2020Q3 20214
ACNB ACNB CORP440.00%0.00%0.00%Q4 2020Q3 20214
BATRK LIBERTY MEDIA CORP DEL440.00%0.00%0.00%Q4 2020Q3 20214
WAB WABTEC440.00%0.00%0.00%Q4 2020Q3 20214
ADMA ADMA BIOLOGICS INC440.00%0.00%0.00%Q4 2020Q3 20214
CELGRT BRISTOL-MYERS SQUIBB CO440.00%0.00%0.00%Q4 2020Q3 20214
BATRA LIBERTY MEDIA CORP DEL440.00%0.00%0.00%Q4 2020Q3 20214
DIMENSIONAL ETF TRUST330.47%0.65%0.78%Q1 2023Q3 20233
BIL SPDR SER TR330.12%0.13%0.14%Q1 2023Q3 20233
ES EVERSOURCE ENERGY330.10%0.12%0.15%Q1 2023Q3 20233
AGG ISHARES TR330.02%0.09%0.18%Q2 2021Q4 20213
ITT ITT INC330.05%0.05%0.06%Q1 2021Q3 20213
GE GENERAL ELECTRIC CO330.05%0.05%0.05%Q4 2020Q2 20213
DBJA INNOVATOR ETFS TR330.04%0.04%0.04%Q1 2021Q3 20213
NUMV NUSHARES ETF TR330.02%0.03%0.03%Q1 2021Q3 20213
DAL DELTA AIR LINES INC DEL330.02%0.03%0.03%Q4 2020Q2 20213
SLG SL GREEN RLTY CORP330.02%0.02%0.03%Q1 2021Q3 20213
PLTR PALANTIR TECHNOLOGIES INC330.02%0.02%0.02%Q1 2021Q3 20213
NVDA NVIDIA CORPORATION330.01%0.01%0.02%Q4 2020Q2 20213
QCOM QUALCOMM INC330.01%0.01%0.01%Q1 2021Q3 20213
AMD ADVANCED MICRO DEVICES...330.01%0.01%0.01%Q1 2021Q3 20213
VGIT VANGUARD SCOTTSDALE FDS330.01%0.01%0.01%Q1 2021Q3 20213
RBLX ROBLOX CORP330.01%0.01%0.01%Q1 2021Q3 20213
CMI CUMMINS INC330.01%0.01%0.01%Q1 2021Q3 20213
IXUS ISHARES TR330.01%0.01%0.01%Q1 2021Q3 20213
REGN REGENERON PHARMACEUTICALS330.01%0.01%0.01%Q1 2021Q3 20213
NUMG NUSHARES ETF TR330.00%0.00%0.01%Q1 2021Q3 20213
ARKQ ARK ETF TR330.00%0.00%0.00%Q1 2021Q3 20213
CGC CANOPY GROWTH CORP330.00%0.00%0.00%Q4 2020Q2 20213
HYG ISHARES TR330.00%0.00%0.00%Q1 2021Q3 20213
EEMS ISHARES INC330.00%0.00%0.00%Q1 2021Q3 20213
ARKG ARK ETF TR330.00%0.00%0.00%Q1 2021Q3 20213
ALXN ALEXION PHARMACEUTICAL...330.00%0.00%0.00%Q4 2020Q2 20213
TLT ISHARES TR330.00%0.00%0.00%Q1 2021Q3 20213
BYND BEYOND MEAT INC330.00%0.00%0.00%Q1 2021Q3 20213
IEF ISHARES TR330.00%0.00%0.00%Q1 2021Q3 20213
EWJ ISHARES INC330.00%0.00%0.00%Q1 2021Q3 20213
MBB ISHARES TR330.00%0.00%0.00%Q1 2021Q3 20213
IAU ISHARES GOLD TRUST223.83%4.04%4.26%Q4 2020Q1 20212
VANGUARD WELLINGTON FD220.15%0.18%0.20%Q2 2023Q3 20232
LRCX LAM RESEARCH CORP220.11%0.12%0.14%Q3 2021Q4 20212
DFAT DIMENSIONAL ETF TRUST220.10%0.10%0.10%Q2 2021Q3 20212
CBU COMMUNITY BK SYS INC220.07%0.08%0.08%Q2 2021Q3 20212
GSLC GOLDMAN SACHS ETF TR220.06%0.07%0.08%Q2 2021Q3 20212
XSOE WISDOMTREE TR220.05%0.05%0.06%Q2 2021Q3 20212
SPYD SPDR SER TR220.03%0.04%0.06%Q2 2021Q3 20212
MRVL MARVELL TECHNOLOGY INC220.03%0.03%0.03%Q2 2021Q3 20212
LEA LEAR CORP220.02%0.03%0.04%Q2 2021Q3 20212
SPSM SPDR SER TR220.02%0.03%0.04%Q2 2021Q3 20212
GLTR ABERDEEN STD PRECIOUS ...220.02%0.03%0.03%Q2 2021Q3 20212
VSS VANGUARD INTL EQUITY I...220.02%0.03%0.03%Q2 2021Q3 20212
AFL AFLAC INC220.02%0.03%0.03%Q2 2021Q3 20212
LUV SOUTHWEST AIRLS CO220.02%0.03%0.03%Q2 2021Q3 20212
GLW CORNING INC220.02%0.02%0.03%Q2 2021Q3 20212
XBAP INNOVATOR ETFS TR220.02%0.02%0.02%Q2 2021Q3 20212
SPDW SPDR INDEX SHS FDS220.02%0.02%0.03%Q2 2021Q3 20212
MRVL MARVELL TECHNOLOGY GRO...220.01%0.02%0.03%Q4 2020Q1 20212
IAC IAC INTERACTIVECORP NEW220.02%0.02%0.02%Q4 2020Q1 20212
ANTM ANTHEM INC220.02%0.02%0.02%Q2 2021Q3 20212
FTS FORTIS INC220.01%0.01%0.01%Q2 2021Q3 20212
IAC IAC INTERACTIVECORP NEW220.01%0.01%0.01%Q2 2021Q3 20212
RXT RACKSPACE TECHNOLOGY INC220.01%0.01%0.01%Q1 2021Q2 20212
AMAT APPLIED MATLS INC220.01%0.01%0.01%Q2 2021Q3 20212
KRE SPDR SER TR220.01%0.01%0.01%Q4 2020Q1 20212
KTOS KRATOS DEFENSE & SEC S...220.01%0.01%0.01%Q2 2021Q3 20212
EXAS EXACT SCIENCES CORP220.01%0.01%0.01%Q2 2021Q3 20212
LH LABORATORY CORP AMER H...220.01%0.01%0.01%Q4 2020Q1 20212
VMEO VIMEO INC220.00%0.01%0.01%Q2 2021Q3 20212
HE HAWAIIAN ELEC INDUSTRIES220.00%0.00%0.00%Q4 2020Q1 20212
BBJP J P MORGAN EXCHANGE-TR...220.00%0.00%0.00%Q2 2021Q3 20212
BBCA J P MORGAN EXCHANGE-TR...220.00%0.00%0.00%Q2 2021Q3 20212
DRNA DICERNA PHARMACEUTICAL...220.00%0.00%0.00%Q1 2021Q2 20212
BBEU J P MORGAN EXCHANGE-TR...220.00%0.00%0.00%Q2 2021Q3 20212
BBAX J P MORGAN EXCHANGE-TR...220.00%0.00%0.00%Q2 2021Q3 20212
OGN ORGANON & CO220.00%0.00%0.00%Q2 2021Q3 20212
IGT INTERNATIONAL GAME TEC...220.00%0.00%0.00%Q4 2020Q1 20212
CHTR CHARTER COMMUNICATIONS...220.00%0.00%0.00%Q4 2020Q1 20212
FCPT FOUR CORNERS PPTY TR INC220.00%0.00%0.00%Q4 2020Q1 20212
VOD VODAFONE GROUP PLC NEW220.00%0.00%0.00%Q4 2020Q1 20212
CNSP CNS PHARMACEUTICALS INC220.00%0.00%0.00%Q2 2021Q3 20212
MSOS ADVISORSHARES TR220.00%0.00%0.00%Q2 2021Q3 20212
SIRI SIRIUS XM HOLDINGS INC220.00%0.00%0.00%Q4 2020Q1 20212
CDMO AVID BIOSERVICES INC220.00%0.00%0.00%Q2 2021Q3 20212
FPF FIRST TR INTER DUR PFD...220.00%0.00%0.00%Q4 2020Q1 20212
VTEB VANGUARD MUN BD FDS110.14%0.14%0.14%Q3 2023Q3 20231
VLT INVESCO HIGH INCOME TR II110.10%0.10%0.10%Q2 2023Q2 20231
GENERAL ELECTRIC CO110.06%0.06%0.06%Q3 2021Q3 20211
SPMD SPDR SER TR110.06%0.06%0.06%Q3 2021Q3 20211
SLV ISHARES SILVER TR110.04%0.04%0.04%Q3 2021Q3 20211
AGCO AGCO CORP110.04%0.04%0.04%Q3 2021Q3 20211
VPU VANGUARD WORLD FDS110.04%0.04%0.04%Q3 2021Q3 20211
ADIV GUINNESS ATKINSON FDS110.03%0.03%0.03%Q3 2021Q3 20211
SPEM SPDR INDEX SHS FDS110.03%0.03%0.03%Q3 2021Q3 20211
GPC GENUINE PARTS CO110.03%0.03%0.03%Q4 2020Q4 20201
TRV TRAVELERS COMPANIES INC110.02%0.02%0.02%Q3 2021Q3 20211
SLG SL GREEN RLTY CORP110.02%0.02%0.02%Q4 2020Q4 20201
XLE SELECT SECTOR SPDR TR110.02%0.02%0.02%Q4 2020Q4 20201
ISRG INTUITIVE SURGICAL INC110.02%0.02%0.02%Q4 2020Q4 20201
MMP MAGELLAN MIDSTREAM PRT...110.02%0.02%0.02%Q3 2021Q3 20211
PATH UIPATH INC110.02%0.02%0.02%Q3 2021Q3 20211
WPC WP CAREY INC110.02%0.02%0.02%Q3 2021Q3 20211
USRT ISHARES TR110.02%0.02%0.02%Q3 2021Q3 20211
KEYS KEYSIGHT TECHNOLOGIES INC110.01%0.01%0.01%Q4 2020Q4 20201
LAZR LUMINAR TECHNOLOGIES INC110.01%0.01%0.01%Q1 2021Q1 20211
GIGB GOLDMAN SACHS ETF TR110.01%0.01%0.01%Q3 2021Q3 20211
HPE HEWLETT PACKARD ENTERP...110.01%0.01%0.01%Q3 2021Q3 20211
EEMV ISHARES INC110.01%0.01%0.01%Q3 2021Q3 20211
HPQ HP INC110.01%0.01%0.01%Q3 2021Q3 20211
ARKF ARK ETF TR110.01%0.01%0.01%Q3 2021Q3 20211
SHM SPDR SER TR110.01%0.01%0.01%Q3 2021Q3 20211
CARA CARA THERAPEUTICS INC110.01%0.01%0.01%Q4 2020Q4 20201
MRNA MODERNA INC110.01%0.01%0.01%Q4 2020Q4 20201
CI CIGNA CORP NEW110.01%0.01%0.01%Q3 2021Q3 20211
AEHR AEHR TEST SYS110.01%0.01%0.01%Q3 2021Q3 20211
KCAC KENSINGTON CAPITAL ACQ...110.01%0.01%0.01%Q2 2021Q2 20211
REET ISHARES TR110.01%0.01%0.01%Q3 2021Q3 20211
LABU DIREXION SHS ETF TR110.01%0.01%0.01%Q4 2020Q4 20201
SOFI SOFI TECHNOLOGIES INC110.01%0.01%0.01%Q3 2021Q3 20211
BPOP POPULAR INC110.01%0.01%0.01%Q3 2021Q3 20211
NEO NEOGENOMICS INC110.00%0.00%0.00%Q4 2020Q4 20201
VGK VANGUARD INTL EQUITY I...110.00%0.00%0.00%Q3 2021Q3 20211
DBA INVESCO DB MULTI-SECTO...110.00%0.00%0.00%Q3 2021Q3 20211
VHT VANGUARD WORLD FDS110.00%0.00%0.00%Q3 2021Q3 20211
APT ALPHA PRO TECH LTD110.00%0.00%0.00%Q1 2021Q1 20211
TMHC TAYLOR MORRISON HOME CORP110.00%0.00%0.00%Q3 2021Q3 20211
PERION NETWORK LTD110.00%0.00%0.00%Q4 2020Q4 20201
URTH ISHARES INC110.00%0.00%0.00%Q3 2021Q3 20211
EDOC GLOBAL X FDS110.00%0.00%0.00%Q3 2021Q3 20211
AMC AMC ENTMT HLDGS INC110.00%0.00%0.00%Q1 2021Q1 20211
BBJP J P MORGAN EXCHANGE-TR...110.00%0.00%0.00%Q1 2021Q1 20211
BBCA J P MORGAN EXCHANGE-TR...110.00%0.00%0.00%Q1 2021Q1 20211
TEI TEMPLETON EMERGING MKT...110.00%0.00%0.00%Q4 2020Q4 20201
BBEU J P MORGAN EXCHANGE-TR...110.00%0.00%0.00%Q1 2021Q1 20211
BBAX J P MORGAN EXCHANGE-TR...110.00%0.00%0.00%Q1 2021Q1 20211
TROX TRONOX HOLDINGS PLC110.00%0.00%0.00%Q4 2020Q4 20201
DXC DXC TECHNOLOGY CO110.00%0.00%0.00%Q3 2021Q3 20211
BYRN BYRNA TECHNOLOGIES INC110.00%0.00%0.00%Q3 2021Q3 20211
USO UNITED STS OIL FD LP110.00%0.00%0.00%Q3 2021Q3 20211
MMAT META MATERIALS INC110.00%0.00%0.00%Q3 2021Q3 20211
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Sterling Financial Planning, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Sterling Financial Planning, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Sterling Financial Planning, Inc. owns currently or has owned in the past.