$168 Million is the total value of Sterling Financial Planning, Inc.'s 90 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MUB | New | ISHARES TRnational mun etf | $3,037,420 | – | 28,785 | +100.0% | 1.81% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $775,201 | – | 10,791 | +100.0% | 0.46% | – |
| New | DIMENSIONAL ETF TRUSTus real estate e | $561,136 | – | 26,531 | +100.0% | 0.34% | – | |
| New | DIMENSIONAL ETF TRUSTintl small cap e | $252,609 | – | 11,744 | +100.0% | 0.15% | – | |
| MRK | New | MERCK & CO INC | $232,218 | – | 2,093 | +100.0% | 0.14% | – |
| CAT | New | CATERPILLAR INC | $227,582 | – | 950 | +100.0% | 0.14% | – |
| MDYG | New | SPDR SER TRs&p 400 mdcp grw | $216,981 | – | 3,321 | +100.0% | 0.13% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $202,857 | – | 4,343 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 7.0% |
| ISHARES TR | 12 | Q3 2023 | 6.8% |
| ISHARES TR | 12 | Q3 2023 | 6.4% |
| ISHARES TR | 12 | Q3 2023 | 6.1% |
| ISHARES TR | 12 | Q3 2023 | 5.5% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.0% |
| ISHARES TR | 12 | Q3 2023 | 5.4% |
| ISHARES TR | 12 | Q3 2023 | 3.9% |
| VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 3.4% |
| ISHARES TR | 12 | Q3 2023 | 2.7% |
View Sterling Financial Planning, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-02 |
View Sterling Financial Planning, Inc.'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.