The Analysis of Sterling Financial Planning, Inc.'s Holdings

Currently, Sterling Financial Planning, Inc. holds 120 types of securities in its portfolio with a total value $331.8M. In the most recent quarter, they have increased their positions in BIV (+19.9K shares, valued at $1.6M), IJJ (+5.1K shares, valued at $672.0K), IJT (+4.7K shares, valued at $659.2K); decreased their positions in N/A (-15.4K shares, valued at $1.3M), GLD (-701 shares, valued at $277.8K), IVW (-2.2K shares, valued at $275.7K); initiated new positions in N/A (+1.4K shares, valued at $245.6K), N/A (+339 shares, valued at $212.6K), CAT (+371 shares, valued at $212.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES GOLD TR ISHARES GOLD TR257.9K shares-5.64%2025-12-312026-01-27

IJJ ISHARES TR153.0K shares3.45%2025-12-312026-01-27

IJT ISHARES TR128.8K shares3.76%2025-12-312026-01-27

IVW ISHARES TR145.9K shares-1.51%2025-12-312026-01-27

IJK ISHARES TR183.8K shares2.00%2025-12-312026-01-27

DFIV DIMENSIONAL ETF TRUST318.9K shares0.70%2025-12-312026-01-27

FNDX SCHWAB STRATEGIC TR432.5K shares2.01%2025-12-312026-01-27

VYM VANGUARD WHITEHALL FDS79.0K shares3.00%2025-12-312026-01-27

Sponsored

DISV DIMENSIONAL ETF TRUST296.9K shares0.65%2025-12-312026-01-27

BIV VANGUARD BD INDEX FDS129.5K shares18.21%2025-12-312026-01-27

DFSV DIMENSIONAL ETF TRUST286.7K shares2.32%2025-12-312026-01-27

IJS ISHARES TR79.1K shares-0.22%2025-12-312026-01-27

XBJA INNOVATOR ETFS TRUST274.9K shares2.83%2025-12-312026-01-27

IVV ISHARES TR12.5K shares-0.94%2025-12-312026-01-27

DFIP DIMENSIONAL ETF TRUST154.7K shares11.16%2025-12-312026-01-27

DFEV DIMENSIONAL ETF TRUST180.0K shares1.06%2025-12-312026-01-27

Sponsored

DFGR DIMENSIONAL ETF TRUST219.4K shares6.17%2025-12-312026-01-27

IVE ISHARES TR23.0K shares-0.77%2025-12-312026-01-27

IJH ISHARES TR70.8K shares-0.47%2025-12-312026-01-27

EFG ISHARES TR40.8K shares0.16%2025-12-312026-01-27

GLD SPDR GOLD TR11.7K shares-5.64%2025-12-312026-01-27

GOVT ISHARES TR188.3K shares3.53%2025-12-312026-01-27

INVESCO QQQ TR INVESCO QQQ TR7.0K shares-2.44%2025-12-312026-01-27

AAPL APPLE INC15.8K shares1.73%2025-12-312026-01-27

Sponsored

BSV VANGUARD BD INDEX FDS52.7K shares3.73%2025-12-312026-01-27

VTEB VANGUARD MUN BD FDS74.1K shares14.66%2025-12-312026-01-27

VCSH VANGUARD SCOTTSDALE FDS46.5K shares11.30%2025-12-312026-01-27

VOE VANGUARD INDEX FDS20.7K shares0.92%2025-12-312026-01-27

VTES VANGUARD WELLINGTON FD31.8K shares5.53%2025-12-312026-01-27

IDV ISHARES TR80.8K shares-2.08%2025-12-312026-01-27

VOT VANGUARD INDEX FDS11.3K shares5.34%2025-12-312026-01-27

VNQ VANGUARD INDEX FDS31.3K shares1.09%2025-12-312026-01-27

Sponsored

FNDC SCHWAB STRATEGIC TR57.4K shares-0.59%2025-12-312026-01-27

VTIP VANGUARD MALVERN FDS50.8K shares9.92%2025-12-312026-01-27

BNDX VANGUARD CHARLOTTE FDS51.9K shares10.03%2025-12-312026-01-27

VBK VANGUARD INDEX FDS8.3K shares1.16%2025-12-312026-01-27

VBR VANGUARD INDEX FDS11.5K shares-0.02%2025-12-312026-01-27

DGS WISDOMTREE TR39.9K shares0.03%2025-12-312026-01-27

JNJ JOHNSON & JOHNSON10.3K shares-0.46%2025-12-312026-01-27

VEA VANGUARD TAX-MANAGED FDS29.6K shares-1.53%2025-12-312026-01-27

Sponsored

SPY SPDR S&P 500 ETF TR2.6K shares4.62%2025-12-312026-01-27

MUB ISHARES TR16.4K shares-0.90%2025-12-312026-01-27

MSFT MICROSOFT CORP3.4K shares-0.41%2025-12-312026-01-27

TIP ISHARES TR14.9K shares3.21%2025-12-312026-01-27

XOM EXXON MOBIL CORP13.0K shares-0.46%2025-12-312026-01-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T30.5K shares-6.63%2025-12-312026-01-27

SCZ ISHARES TR17.7K shares-2.61%2025-12-312026-01-27

IJR ISHARES TR11.2K shares-0.48%2025-12-312026-01-27

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares0.00%2025-12-312026-01-27

DFAR DIMENSIONAL ETF TRUST47.7K shares2.64%2025-12-312026-01-27

RTX RTX CORPORATION5.2K shares0.00%2025-12-312026-01-27

SIGI SELECTIVE INS GROUP INC11.4K shares0.00%2025-12-312026-01-27

DFLV DIMENSIONAL ETF TRUST27.1K shares1.13%2025-12-312026-01-27

VUG VANGUARD INDEX FDS1.7K shares0.35%2025-12-312026-01-27

ALPHABET INC ALPHABET INC2.7K shares-1.60%2025-12-312026-01-27

LLY ELI LILLY & CO777 shares-0.89%2025-12-312026-01-27

Sponsored

DFUS DIMENSIONAL ETF TRUST10.4K shares-2.22%2025-12-312026-01-27

O REALTY INCOME CORP12.8K shares0.14%2025-12-312026-01-27

PJAN INNOVATOR ETFS TRUST14.9K shares-5.24%2025-12-312026-01-27

MMM 3M CO4.4K shares0.02%2025-12-312026-01-27

META META PLATFORMS INC1.0K shares-0.98%2025-12-312026-01-27

JPM JPMORGAN CHASE & CO.2.0K shares0.00%2025-12-312026-01-27

VIG VANGUARD SPECIALIZED FUNDS2.9K shares-2.60%2025-12-312026-01-27

AMZN AMAZON COM INC2.6K shares6.92%2025-12-312026-01-27

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T13.1K shares-1.53%2025-12-312026-01-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.1K shares-0.42%2025-12-312026-01-27

BND VANGUARD BD INDEX FDS7.9K shares7.88%2025-12-312026-01-27

ALPHABET INC ALPHABET INC1.8K shares0.00%2025-12-312026-01-27

MDYV SPDR SERIES TRUST6.5K shares-0.15%2025-12-312026-01-27

VO VANGUARD INDEX FDS1.9K shares0.00%2025-12-312026-01-27

SCHE SCHWAB STRATEGIC TR15.2K shares-2.65%2025-12-312026-01-27

PFS PROVIDENT FINL SVCS INC25.1K shares-3.46%2025-12-312026-01-27

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-30.97%2025-12-312026-01-27

PEP PEPSICO INC3.2K shares0.00%2025-12-312026-01-27

COST COSTCO WHSL CORP NEW526 shares-9.78%2025-12-312026-01-27

CPSY CALAMOS ETF TR17.3K shares104.49%2025-12-312026-01-27

PG PROCTER AND GAMBLE CO2.9K shares0.00%2025-12-312026-01-27

DE DEERE & CO878 shares4.90%2025-12-312026-01-27

DFIS DIMENSIONAL ETF TRUST11.6K shares0.18%2025-12-312026-01-27

CSRE COHEN & STEERS ETF TRUST14.9K shares24.25%2025-12-312026-01-27

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares0.36%2025-12-312026-01-27

EMB ISHARES TR3.8K shares-8.71%2025-12-312026-01-27

NVDA NVIDIA CORPORATION1.9K shares3.48%2025-12-312026-01-27

VWO VANGUARD INTL EQUITY INDEX F6.6K shares1.17%2025-12-312026-01-27

TSLA TESLA INC733 shares-0.68%2025-12-312026-01-27

CVX CHEVRON CORP NEW2.1K shares0.05%2025-12-312026-01-27

MERCK & CO INC MERCK & CO INC3.0K shares0.00%2025-12-312026-01-27

QUAL ISHARES TR1.6K shares-11.62%2025-12-312026-01-27

Sponsored

UAUG INNOVATOR ETFS TRUST7.7K shares-2.25%2025-12-312026-01-27

XBAP INNOVATOR ETFS TRUST7.7K shares-0.17%2025-12-312026-01-27

HD HOME DEPOT INC857 shares0.23%2025-12-312026-01-27

ABBV ABBVIE INC1.3K shares-2.50%2025-12-312026-01-27

MCD MCDONALDS CORP945 shares-1.97%2025-12-312026-01-27

VTI VANGUARD INDEX FDS861 shares0.12%2025-12-312026-01-27

IDHQ INVESCO EXCH TRADED FD TR II8.2K shares1.59%2025-12-312026-01-27

GE AEROSPACE GE AEROSPACE925 shares-0.54%2025-12-312026-01-27

Sponsored

LOW LOWES COS INC1.2K shares-0.85%2025-12-312026-01-27

DIVS GUINNESS ATKINSON FDS8.9K shares0.00%2025-12-312026-01-27

DVY ISHARES TR1.9K shares0.00%2025-12-312026-01-27

PEG PUBLIC SVC ENTERPRISE GRP IN3.3K shares0.00%2025-12-312026-01-27

CARR CARRIER GLOBAL CORPORATION5.0K shares0.00%2025-12-312026-01-27

VZ VERIZON COMMUNICATIONS INC6.3K shares0.00%2025-12-312026-01-27

VONV VANGUARD SCOTTSDALE FDS2.8K shares0.54%2025-12-312026-01-27

SCHB SCHWAB STRATEGIC TR9.7K shares0.31%2025-12-312026-01-27

Sponsored

CPSJ CALAMOS ETF TR9.4K shares0.00%2025-12-312026-01-27

LAM RESEARCH CORP LAM RESEARCH CORP1.4K sharesnew addition2025-12-312026-01-27

MDYG SPDR SERIES TRUST2.6K shares0.00%2025-12-312026-01-27

EPD ENTERPRISE PRODS PARTNERS L7.5K shares0.82%2025-12-312026-01-27

ES EVERSOURCE ENERGY3.5K shares0.00%2025-12-312026-01-27

IHI ISHARES TR3.6K shares0.06%2025-12-312026-01-27

IWB ISHARES TR589 shares0.00%2025-12-312026-01-27

OTIS OTIS WORLDWIDE CORP2.5K shares0.00%2025-12-312026-01-27

Sponsored

CPST CALAMOS ETF TR8.0K shares0.00%2025-12-312026-01-27

BDX BECTON DICKINSON & CO1.1K shares-17.15%2025-12-312026-01-27

VANGUARD INDEX FDS VANGUARD INDEX FDS339 sharesnew addition2025-12-312026-01-27

CAT CATERPILLAR INC371 sharesnew addition2025-12-312026-01-27

RCL ROYAL CARIBBEAN GROUP750 sharesnew addition2025-12-312026-01-27

CSCO CISCO SYS INC2.7K sharesnew addition2025-12-312026-01-27

PRU PRUDENTIAL FINL INC1.8K shares-7.89%2025-12-312026-01-27

BDJ BLACKROCK ENHANCED EQUITY DI13.8K shares0.00%2025-12-312026-01-27

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available