$195 Million is the total value of Sterling Financial Planning, Inc.'s 93 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $269,408 | – | 5,601 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
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.