Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 13.3% |
AMPLIFY ETF TR | 4 | Q3 2023 | 8.3% |
INVESCO EXCH TRD SLF IDX FD | 4 | Q3 2023 | 8.9% |
VANECK ETF TRUST | 4 | Q3 2023 | 8.0% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 8.3% |
APPLE INC | 4 | Q3 2023 | 7.4% |
SPDR S&P 500 ETF TR | 4 | Q3 2023 | 1.9% |
INVESCO EXCH TRD SLF IDX FD | 4 | Q3 2023 | 1.9% |
VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 2.8% |
ISHARES TR | 4 | Q3 2023 | 1.6% |
View Sterling Financial Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-10 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-19 |
13F-HR | 2023-09-07 |
13F-HR | 2023-09-07 |
13F-HR | 2023-08-29 |
View Sterling Financial Group, 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.