SF

Sterling Financial Planning, Inc.

13F
Sterling Financial Planning, Inc.
Last update 2025-04-29 109 Stocks (6 new)
Value $276.00 Mil Turnover 5 %
Countries:
Top Holdings: IAU(6.50%)IJJ(6.07%)IJT(5.33%)IJK(5.27%)IVW(5.20%)
Summary Stock Picks Current Portfolio
Sterling Financial Planning, I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IAU
iShares Gold Trust
304,027
17,925.5
-3.31%
6.500
-0.19%
0.040
+0.80%
+27.51%
47,693.5
 
IJJ
iShares S&P Mid-Cap 400 Value ETF
139,790
16,737.0
+3.44%
6.070
+0.20%
0.220
+14.58%
+2.13%
7,850.1
 
IJT
ISHARES TRUST
117,936
14,683.0
+4.95%
5.330
+0.25%
0.260
+16.31%
+0.47%
6,141.9
 
IJK
iShares S&P Mid-Cap 400 Growth ETF
174,554
14,536.8
+5.01%
5.270
+0.25%
0.180
+17.10%
+2.37%
8,974.1
 
IVW
iShares S&P 500 Growth ETF
154,375
14,330.6
+0.72%
5.200
+0.04%
0.030
+27.10%
+10.87%
61,778.2
 
DFIV
Dimensional International Value ETF
315,493
12,417.8
+11.79%
4.500
+0.47%
0.120
+12.55%
+22.98%
12,179.3
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
408,307
9,640.1
+2.74%
3.500
+0.09%
0.050
+12.95%
+5.45%
18,753.1
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
71,305
9,195.4
+2.06%
3.330
+0.07%
0.020
+12.20%
+6.97%
58,807.4
 
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
289,717
8,436.6
+14.05%
3.060
+0.38%
0.310
+15.02%
+26.54%
3,256.1
 
IJS
iShares S&P Small-Cap 600 Value ETF
80,080
7,806.2
-1.10%
2.830
-0.04%
0.130
+16.80%
-5.00%
6,217.5
 

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
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Reduce
Reduce
-0.50%
●
48.33 ($48.9) 49.5
$49.19
0.59%
Reduce -39.1%
42,919
-27,553
DFIV
Dimensional International Value ETF
2025-03-31
Add
Add
+0.47%
●
35.33 ($38.16) 40.8
$42.72
11.95%
Add 11.79%
315,493
33,275
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
2025-03-31
Add
Add
+0.44%
●
40.27 ($41.25) 42.11
$41.88
1.52%
Add 29.51%
125,011
28,484
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
2025-03-31
Add
Add
+0.38%
●
26.08 ($28.17) 30.23
$32.99
17.11%
Add 14.05%
289,717
35,694
TIP
iShares TIPS Bond ETF
2025-03-31
Reduce
Reduce
-0.36%
●
106.22 ($108.63) 111.09
$109.70
0.98%
Reduce -36.5%
15,876
-9,124
GOVT
iShares U.S. Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.31%
●
22.25 ($22.67) 23
$22.71
0.18%
Reduce -17.04%
177,861
-36,542
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
Add
Add
+0.29%
●
27.56 ($30.26) 32.1
$30.36
0.33%
Add 13.8%
232,928
28,251
IDV
iShares International Select Dividend ETF
iShares International Select Dividend ETF
2025-03-31
Reduce
Reduce
-0.28%
●
27 ($29.34) 31.7
$34.86
18.81%
Reduce -23.28%
92,480
-28,060
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Reduce
Reduce
-0.26%
●
76.94 ($77.63) 78.28
$78.35
0.93%
Reduce -16.34%
47,328
-9,244
IJK
iShares S&P Mid-Cap 400 Growth ETF
2025-03-31
Add
Add
+0.25%
●
81.62 ($90.08) 96.63
$92.80
3.02%
Add 5.01%
174,554
8,324

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 2025-03-31

Sterling Financial Planning, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Sterling Financial Planning, Inc.'s Holdings Heat Map

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Sterling Financial Planning, Inc.'s Holdings Bubble Chart

Sterling Financial Planning, Inc. News

  • 1

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