$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SIGI | SELECTIVE INS GROUP INC | $1,263,401 | +8.8% | 14,258 | 0.0% | 0.75% | -7.4% | |
| DE | DEERE & CO | $766,194 | +28.3% | 1,787 | 0.0% | 0.46% | +9.1% | |
| BDX | BECTON DICKINSON & CO | $365,831 | +14.0% | 1,439 | 0.0% | 0.22% | -3.1% | |
| GOOGL | ALPHABET INCcap stk cl a | $335,274 | -7.6% | 3,800 | 0.0% | 0.20% | -21.6% | |
| TD | TORONTO DOMINION BK ONT | $310,848 | +5.7% | 4,800 | 0.0% | 0.18% | -10.2% | |
| LOW | LOWES COS INC | $287,902 | +6.2% | 1,445 | 0.0% | 0.17% | -9.5% | |
| WBS | WEBSTER FINL CORP | $281,910 | +4.8% | 5,955 | 0.0% | 0.17% | -11.1% | |
| GOOG | ALPHABET INCcap stk cl c | $262,641 | -7.8% | 2,960 | 0.0% | 0.16% | -21.5% | |
| DIVS | GUINNESS ATKINSON FDSsmartetfs divid | $241,802 | +8.9% | 10,471 | 0.0% | 0.14% | -7.7% |
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.