SF

Sterling Financial Planning, Inc.

13F
Sterling Financial Planning, Inc.
Last update 2024-10-31 108 Stocks (3 new)
Value $271.00 Mil Turnover 6 %
Countries:
Top Holdings: IJJ(6.23%)IAU(6.05%)IJT(5.83%)IJK(5.56%)IVW(5.49%)
Portfolio Report
Summary Stock Picks Current Portfolio
Sterling Financial Planning, I... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IJJ 		iShares S&P Mid-Cap 400 Value ETF
136,739
16903.620
+3.75%
6.230
+0.22%
0.220
+10.89%
+10.17%
7858.981
 
IAU 		iShares Gold Trust
329,906
16396.350
+0.17%
6.050
+0.01%
0.050
+13.92%
+32.74%
33589.203
 
IJT 		IJTiShares S&P Small-Cap 600 Growth ETF
113,280
15801.470
+3.06%
5.830
+0.17%
0.240
+7.88%
+10.77%
6480.570
 
IJK 		iShares S&P Mid-Cap 400 Growth ETF
164,099
15085.620
+2.72%
5.560
+0.15%
0.160
+9.29%
+17.00%
9440.353
 
IVW 		iShares S&P 500 Growth ETF
155,573
14896.110
-1.25%
5.490
-0.07%
0.030
+14.23%
+28.93%
53818.988
 
DFIV 		Dimensional International Value ETF
289,058
11007.330
+11.91%
4.060
+0.43%
0.130
+7.53%
+8.50%
8013.145
 
FNDX 		Schwab Fundamental U.S. Large Company ETF
407,430
9745.710
+199.32%
3.590
+2.39%
0.020
+9.59%
+15.64%
17187.630
 
VYM 		Vanguard High Dividend Yield Indx ETF
69,394
8896.280
+1.45%
3.280
+0.05%
0.020
+9.10%
+15.23%
57198.032
 
IJS 		iShares S&P Small-Cap 600 Value ETF
81,962
8824.060
-1.50%
3.250
-0.05%
0.120
+9.80%
+5.57%
7203.092
 
BIV 		Vanguard Intermediate-Term Bond ETF
95,277
7466.870
+5.17%
2.750
+0.14%
0.040
-2.22%
-0.77%
18819.187
 

Sterling Financial Planning, Inc.'s Historical Top Holdings Breakdowns

Sterling Financial Planning, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FNDX 		Schwab Fundamental U.S. Large Company ETF2024-09-30Add
+2.39%
●
21.79 ($23.01) 23.92
$23.88
3.78%
Add 199.32%
407,430
90,438
DFIV 		Dimensional International Value ETF2024-09-30Add
+0.43%
●
34.66 ($36.99) 38.38
$37.28
0.78%
Add 11.91%
289,058
30,760
DISV 		Dimensional International Small Cap Value ETF2024-09-30Add
+0.30%
●
26.06 ($27.89) 29.18
$27.70
-0.68%
Add 12.56%
248,411
27,727
DFSV 		Dimensional US Small Cap Value ETF2024-09-30Add
+0.27%
●
28.25 ($29.97) 31.7
$31.00
3.44%
Add 13.6%
195,126
23,359
DFIP 		Dimensional Inflation-Protected Securities ETF2024-09-30Add
+0.23%
●
40.69 ($41.66) 42.46
$41.18
-1.15%
Add 16.87%
101,303
14,625
IJJ 		iShares S&P Mid-Cap 400 Value ETF2024-09-30Add
+0.22%
●
111.9 ($118.89) 124.28
$125.64
5.68%
Add 3.75%
136,739
4,938
DFEV 		Dimensional Emerging Markets Value ETF2024-09-30Add
+0.19%
●
25.73 ($27.38) 28.81
$27.96
2.12%
Add 13.81%
152,253
18,470
IJT 		IJTiShares S&P Small-Cap 600 Growth ETF2024-09-30Add
+0.17%
●
127.29 ($134.87) 141.5
$138.62
2.78%
Add 3.06%
113,280
3,365
DFGR 		Dimensional Global Real Estate ETF2024-09-30Add
+0.16%
●
24.81 ($27.24) 29.34
$27.83
2.17%
Add 9.67%
165,911
14,634
IJK 		iShares S&P Mid-Cap 400 Growth ETF2024-09-30Add
+0.15%
●
84.81 ($89.42) 93.54
$92.69
3.66%
Add 2.72%
164,099
4,342

Sterling Financial Planning, Inc. Total Holding History ($B)

To

Sterling Financial Planning, Inc.'s Asset Allocation

To

Sterling Financial Planning, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sterling Financial Planning, Inc.'s Hypothetical Growth since 2024-09-30

Sterling Financial Planning, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Sterling Financial Planning, Inc.'s Holdings Heat Map

Size field:

Sterling Financial Planning, Inc.'s Holdings Bubble Chart

Sterling Financial Planning, Inc. News

  • 1

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