Sterling Financial Planning, Inc.: 13F holdings
CIK 18442782026Q2
| Positions | 123 |
|---|---|
| Reported value | $367.7m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IJJ ISHARES TR | 156,530 | $23.1m | 6.3% |
| IJT ISHARES TR | 128,012 | $22.9m | 6.2% |
| IJK ISHARES TR | 182,653 | $21.5m | 5.8% |
| IWF ISHARES TR | 148,229 | $20.4m | 5.5% |
| IAU ISHARES GOLD TR | 233,678 | $17.6m | 4.8% |
| DFIV DIMENSIONAL ETF TRUST | 310,296 | $16.8m | 4.6% |
| VYM VANGUARD WHITEHALL FDS | 83,032 | $13.1m | 3.6% |
| FNDX SCHWAB STRATEGIC TR | 418,339 | $13.0m | 3.5% |
| DISV DIMENSIONAL ETF TRUST | 302,926 | $12.2m | 3.3% |
| BIV VANGUARD BD INDEX FDS | 153,913 | $11.8m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844278")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.