STERLING FINANCIAL PLANNING, INC. Holdings

STERLING FINANCIAL PLANNING, INC. is an investment fund managing more than 142.62M US dollars. The largest holdings include iShares Gold Trust, iShares S&P Mid-Cap 400 Value ETF and iShares S&P Small-Cap 600 Growth ETF. In Q3 2022 the fund bought assets of total value of 7.6M US dollars and sold assets of total value of 7.04M US dollars.

$142.62M

portfolio value

-14.67%

quarter

-38.27%

1 year

STERLING FINANCIAL PLANNING, INC. portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2021	13769000	1437000
Q2 2021	18704000	5751000
Q3 2021	5967000	2392000
Q4 2021	11910000	7737000
Q1 2022	4267000	5132000
Q2 2022	-6084000	9649000
Q3 2022	7601000	7035000

STERLING FINANCIAL PLANNING, INC. 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
iShares Gold Trust Portfolio share: 7.22% Portfolio value: 10.30M Avg. open price: $34.82 Current price: $34.12 P/L: -2.02% Bought +19.84% shares Q3 2022	share	7.22%	10.30M	$34.82	$34.12	-2.02%	Bought +19.84% shares Q3 2022
iShares S&P Mid-Cap 400 Value ETF Portfolio share: 7.02% Portfolio value: 10.01M Avg. open price: $100.61 Current price: $106.42 P/L: +5.77% Bought +10.13% shares Q3 2022	share	7.02%	10.01M	$100.61	$106.42	+5.77%	Bought +10.13% shares Q3 2022
iShares S&P Small-Cap 600 Growth ETF Portfolio share: 5.93% Portfolio value: 8.45M Avg. open price: $120.13 Current price: $117.14 P/L: -2.49% Bought +8.69% shares Q3 2022	share	5.93%	8.45M	$120.13	$117.14	-2.49%	Bought +8.69% shares Q3 2022
iShares S&P Mid-Cap 400 Growth ETF Portfolio share: 5.92% Portfolio value: 8.44M Avg. open price: $74.36 Current price: $72.95 P/L: -1.90% Bought +5.62% shares Q3 2022	share	5.92%	8.44M	$74.36	$72.95	-1.90%	Bought +5.62% shares Q3 2022
iShares S&P 500 Growth ETF Portfolio share: 5.64% Portfolio value: 8.03M Avg. open price: $69.33 Current price: $63.37 P/L: -8.60% Bought +5.86% shares Q3 2022	share	5.64%	8.03M	$69.33	$63.37	-8.60%	Bought +5.86% shares Q3 2022
iShares S&P Small-Cap 600 Value ETF Portfolio share: 5.34% Portfolio value: 7.61M Avg. open price: $95.33 Current price: $97.98 P/L: +2.78% Bought +5.09% shares Q3 2022	share	5.34%	7.61M	$95.33	$97.98	+2.78%	Bought +5.09% shares Q3 2022
Schwab Fundamental U.S. Large Company Index ETF Portfolio share: 3.89% Portfolio value: 5.55M Avg. open price: $53.84 Current price: $56.33 P/L: +4.62% Bought +8.15% shares Q3 2022	share	3.89%	5.55M	$53.84	$56.33	+4.62%	Bought +8.15% shares Q3 2022
iShares Core S&P Mid-Cap ETF Portfolio share: 3.19% Portfolio value: 4.54M Avg. open price: N/A Current price: $257 P/L: N/A Sold -1.42% shares Q3 2022	share	3.19%	4.54M	N/A	$257	N/A	Sold -1.42% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 3.10% Portfolio value: 4.42M Avg. open price: $425.34 Current price: $408.71 P/L: -3.91% Bought +2.34% shares Q3 2022	share	3.10%	4.42M	$425.34	$408.71	-3.91%	Bought +2.34% shares Q3 2022
Vanguard High Dividend Yield Index Fund Portfolio share: 2.96% Portfolio value: 4.21M Avg. open price: $100.75 Current price: $113 P/L: +12.16% Bought +6.42% shares Q3 2022	share	2.96%	4.21M	$100.75	$113	+12.16%	Bought +6.42% shares Q3 2022
ISHARES TR Portfolio share: 2.54% Portfolio value: 3.62M Avg. open price: N/A Current price: N/A P/L: N/A Sold -0.70% shares Q3 2022	share	2.54%	3.62M	N/A	N/A	N/A	Sold -0.70% shares Q3 2022
iShares S&P 500 Value ETF Portfolio share: 2.34% Portfolio value: 3.34M Avg. open price: $135.75 Current price: $151.62 P/L: +11.69% Sold -2.55% shares Q3 2022	share	2.34%	3.34M	$135.75	$151.62	+11.69%	Sold -2.55% shares Q3 2022
ISHARES TR Portfolio share: 2.29% Portfolio value: 3.26M Avg. open price: N/A Current price: N/A P/L: N/A Bought +25.58% shares Q3 2022	share	2.29%	3.26M	N/A	N/A	N/A	Bought +25.58% shares Q3 2022
SPDR Gold Shares Portfolio share: 2.00% Portfolio value: 2.85M Avg. open price: $171.44 Current price: $167.26 P/L: -2.44% Sold -0.50% shares Q3 2022	share	2.00%	2.85M	$171.44	$167.26	-2.44%	Sold -0.50% shares Q3 2022
Vanguard Real Estate Index Fund Portfolio share: 1.98% Portfolio value: 2.82M Avg. open price: $92.68 Current price: $87.63 P/L: -5.45% Bought +4.98% shares Q3 2022	share	1.98%	2.82M	$92.68	$87.63	-5.45%	Bought +4.98% shares Q3 2022
Vanguard Mid-Cap Value Index Fund Portfolio share: 1.69% Portfolio value: 2.41M Avg. open price: $129.78 Current price: $142.57 P/L: +9.86% Bought +13.39% shares Q3 2022	share	1.69%	2.41M	$129.78	$142.57	+9.86%	Bought +13.39% shares Q3 2022
ISHARES TR Portfolio share: 1.65% Portfolio value: 2.35M Avg. open price: N/A Current price: N/A P/L: N/A Bought +14.18% shares Q3 2022	share	1.65%	2.35M	N/A	N/A	N/A	Bought +14.18% shares Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 1.59% Portfolio value: 2.27M Avg. open price: $51.32 Current price: $43.74 P/L: -14.77% Sold -24.71% shares Q3 2022	share	1.59%	2.27M	$51.32	$43.74	-14.77%	Sold -24.71% shares Q3 2022
Schwab Fundamental International Small Company Index ETF Portfolio share: 1.49% Portfolio value: 2.12M Avg. open price: $36.02 Current price: $32.09 P/L: -10.91% Bought +1.59% shares Q3 2022	share	1.49%	2.12M	$36.02	$32.09	-10.91%	Bought +1.59% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 1.45% Portfolio value: 2.06M Avg. open price: $130.56 Current price: $147.81 P/L: +13.21% Sold -0.45% shares Q3 2022	share	1.45%	2.06M	$130.56	$147.81	+13.21%	Sold -0.45% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 1.33% Portfolio value: 1.90M Avg. open price: $160.57 Current price: $178.88 P/L: +11.41% Sold -4.90% shares Q3 2022	share	1.33%	1.90M	$160.57	$178.88	+11.41%	Sold -4.90% shares Q3 2022
Vanguard Small Cap Value Index Fund Portfolio share: 1.31% Portfolio value: 1.87M Avg. open price: $154.66 Current price: $169.37 P/L: +9.51% Sold -7.93% shares Q3 2022	share	1.31%	1.87M	$154.66	$169.37	+9.51%	Sold -7.93% shares Q3 2022
Vanguard Intermediate-Term Bond Index Fund Portfolio share: 1.19% Portfolio value: 1.70M Avg. open price: $81.75 Current price: $76.04 P/L: -6.99% Bought +59.66% shares Q3 2022	share	1.19%	1.70M	$81.75	$76.04	-6.99%	Bought +59.66% shares Q3 2022
Dimensional International Value ETF Portfolio share: 1.12% Portfolio value: 1.60M Avg. open price: $28.89 Current price: $31.09 P/L: +7.62% Bought +282.05% shares Q3 2022	share	1.12%	1.60M	$28.89	$31.09	+7.62%	Bought +282.05% shares Q3 2022
Vanguard Mid-Cap Growth Index Fund Portfolio share: 1.11% Portfolio value: 1.58M Avg. open price: $215.47 Current price: $193.12 P/L: -10.37% Bought +7.27% shares Q3 2022	share	1.11%	1.58M	$215.47	$193.12	-10.37%	Bought +7.27% shares Q3 2022
Vanguard Small Cap Growth Index Fund Portfolio share: 1.10% Portfolio value: 1.56M Avg. open price: $263.72 Current price: $216.05 P/L: -18.08% Bought +5.08% shares Q3 2022	share	1.10%	1.56M	$263.72	$216.05	-18.08%	Bought +5.08% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 1.07% Portfolio value: 1.52M Avg. open price: N/A Current price: $102.13 P/L: N/A Sold -2.71% shares Q3 2022	share	1.07%	1.52M	N/A	$102.13	N/A	Sold -2.71% shares Q3 2022
WisdomTree Emerging Markets SmallCap Dividend Fund Portfolio share: 0.97% Portfolio value: 1.38M Avg. open price: $50.1 Current price: $44.97 P/L: -10.24% Bought +2.58% shares Q3 2022	share	0.97%	1.38M	$50.1	$44.97	-10.24%	Bought +2.58% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.93% Portfolio value: 1.32M Avg. open price: $346.44 Current price: $292.55 P/L: -15.56% Bought +16.28% shares Q3 2022	share	0.93%	1.32M	$346.44	$292.55	-15.56%	Bought +16.28% shares Q3 2022
Invesco FTSE RAFI US 1000 ETF Portfolio share: 0.83% Portfolio value: 1.18M Avg. open price: $170.32 Current price: $162.93 P/L: -4.34% Bought +0.08% shares Q3 2022	share	0.83%	1.18M	$170.32	$162.93	-4.34%	Bought +0.08% shares Q3 2022
Insurance—Property & Casualty Selective Insurance Group, Inc. Portfolio share: 0.81% Portfolio value: 1.16M Avg. open price: N/A Current price: $95.08 P/L: N/A Sold -6.55% shares Q1 2022	share	0.81%	1.16M	N/A	$95.08	N/A	Sold -6.55% shares Q1 2022
DIMENSIONAL ETF TRUST Portfolio share: 0.80% Portfolio value: 1.14M Avg. open price: N/A Current price: N/A P/L: N/A Bought +140.10% shares Q3 2022	share	0.80%	1.14M	N/A	N/A	N/A	Bought +140.10% shares Q3 2022
Banks—Regional Lakeland Bancorp, Inc. Portfolio share: 0.77% Portfolio value: 1.09M Avg. open price: $18.34 Current price: $18.68 P/L: +1.87% Bought +44.02% shares Q1 2022	share	0.77%	1.09M	$18.34	$18.68	+1.87%	Bought +44.02% shares Q1 2022
Vanguard Short-Term Bond Index Fund Portfolio share: 0.77% Portfolio value: 1.09M Avg. open price: $78.56 Current price: $75.66 P/L: -3.70% Bought +125.19% shares Q3 2022	share	0.77%	1.09M	$78.56	$75.66	-3.70%	Bought +125.19% shares Q3 2022
iShares MSCI EAFE Small-Cap ETF Portfolio share: 0.75% Portfolio value: 1.07M Avg. open price: $65.03 Current price: $57.76 P/L: -11.18% Bought +32.64% shares Q3 2022	share	0.75%	1.07M	$65.03	$57.76	-11.18%	Bought +32.64% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.73% Portfolio value: 1.04M Avg. open price: $60.48 Current price: $109.86 P/L: +81.63% Sold -0.83% shares Q3 2022	share	0.73%	1.04M	$60.48	$109.86	+81.63%	Sold -0.83% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.70% Portfolio value: 992K Avg. open price: $430.04 Current price: $406.91 P/L: -5.38% Sold -0.36% shares Q3 2022	share	0.70%	992K	$430.04	$406.91	-5.38%	Sold -0.36% shares Q3 2022
Vanguard Total International Bond Index Fund Portfolio share: 0.67% Portfolio value: 961K Avg. open price: $55.39 Current price: $49.31 P/L: -10.98% Sold -50.34% shares Q3 2022	share	0.67%	961K	$55.39	$49.31	-10.98%	Sold -50.34% shares Q3 2022
Dimensional US Small Cap Value ETF Portfolio share: 0.67% Portfolio value: 951K Avg. open price: $22.56 Current price: $26.43 P/L: +17.15% Bought +253.35% shares Q3 2022	share	0.67%	951K	$22.56	$26.43	+17.15%	Bought +253.35% shares Q3 2022
Invesco FTSE RAFI US 1500 Small-Mid ETF Portfolio share: 0.56% Portfolio value: 792K Avg. open price: N/A Current price: $170.26 P/L: N/A Sold -2.41% shares Q3 2022	share	0.56%	792K	N/A	$170.26	N/A	Sold -2.41% shares Q3 2022
Dimensional Inflation-Protected Securities ETF Portfolio share: 0.55% Portfolio value: 791K Avg. open price: $43.99 Current price: $42.59 P/L: -3.17% Bought +223.34% shares Q3 2022	share	0.55%	791K	$43.99	$42.59	-3.17%	Bought +223.34% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.54% Portfolio value: 771K Avg. open price: N/A Current price: N/A P/L: N/A Sold -0.31% shares Q3 2022	share	0.54%	771K	N/A	N/A	N/A	Sold -0.31% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.46% Portfolio value: 654K Avg. open price: $309.45 Current price: $255.02 P/L: -17.59% Sold -0.71% shares Q3 2022	share	0.46%	654K	$309.45	$255.02	-17.59%	Sold -0.71% shares Q3 2022
Integrated Freight & Logistics United Parcel Service, Inc. Portfolio share: 0.42% Portfolio value: 606K Avg. open price: $214.16 Current price: $189.39 P/L: -11.57% Bought +14.40% shares Q2 2022	share	0.42%	606K	$214.16	$189.39	-11.57%	Bought +14.40% shares Q2 2022
iShares Preferred and Income Securities ETF Portfolio share: 0.42% Portfolio value: 600K Avg. open price: $38.95 Current price: $32.28 P/L: -17.12% Sold -1.15% shares Q3 2022	share	0.42%	600K	$38.95	$32.28	-17.12%	Sold -1.15% shares Q3 2022
Farm & Heavy Construction Machinery Deere & Company Portfolio share: 0.42% Portfolio value: 597K Avg. open price: $335.07 Current price: $445.61 P/L: +32.99% Sold -1.49% shares Q3 2022	share	0.42%	597K	$335.07	$445.61	+32.99%	Sold -1.49% shares Q3 2022
iShares TIPS Bond ETF Portfolio share: 0.41% Portfolio value: 586K Avg. open price: $121.78 Current price: $110.18 P/L: -9.52% Bought +23.64% shares Q3 2022	share	0.41%	586K	$121.78	$110.18	-9.52%	Bought +23.64% shares Q3 2022
Dimensional Emerging Markets Value ETF Portfolio share: 0.41% Portfolio value: 583K Avg. open price: N/A Current price: $23.27 P/L: N/A N/A Q3 2022	share	0.41%	583K	N/A	$23.27	N/A	N/A Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.41% Portfolio value: 581K Avg. open price: $151.55 Current price: $158.71 P/L: +4.72% Sold -1.38% shares Q3 2022	share	0.41%	581K	$151.55	$158.71	+4.72%	Sold -1.38% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.39% Portfolio value: 560K Avg. open price: $278.04 Current price: $94.13 P/L: -66.14% Bought +3.66% shares Q3 2022	share	0.39%	560K	$278.04	$94.13	-66.14%	Bought +3.66% shares Q3 2022
Vanguard Emerging Markets Stock Index Fund Portfolio share: 0.38% Portfolio value: 545K Avg. open price: $48.92 Current price: $40.67 P/L: -16.86% Sold -17.06% shares Q3 2022	share	0.38%	545K	$48.92	$40.67	-16.86%	Sold -17.06% shares Q3 2022
Schwab Emerging Markets Equity ETF Portfolio share: 0.38% Portfolio value: 537K Avg. open price: $29.63 Current price: $24.95 P/L: -15.80% Bought +32.34% shares Q3 2022	share	0.38%	537K	$29.63	$24.95	-15.80%	Bought +32.34% shares Q3 2022
REIT—Retail Realty Income Corporation Portfolio share: 0.36% Portfolio value: 519K Avg. open price: $62.44 Current price: $62.9 P/L: +0.74% Sold -4.79% shares Q3 2022	share	0.36%	519K	$62.44	$62.9	+0.74%	Sold -4.79% shares Q3 2022
Innovator S&P 500 Power Buffer ETF January Portfolio share: 0.36% Portfolio value: 515K Avg. open price: $31.17 Current price: $32.4 P/L: +3.94% Sold -0.50% shares Q3 2022	share	0.36%	515K	$31.17	$32.4	+3.94%	Sold -0.50% shares Q3 2022
Vanguard Mid Cap Index Fund Portfolio share: 0.34% Portfolio value: 490K Avg. open price: $236.75 Current price: $216.85 P/L: -8.41% Sold -3.66% shares Q3 2022	share	0.34%	490K	$236.75	$216.85	-8.41%	Sold -3.66% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.34% Portfolio value: 480K Avg. open price: $162.58 Current price: $185.69 P/L: +14.22% Bought +0.07% shares Q3 2022	share	0.34%	480K	$162.58	$185.69	+14.22%	Bought +0.07% shares Q3 2022
iShares J.P. Morgan USD Emerging Markets Bond ETF Portfolio share: 0.32% Portfolio value: 457K Avg. open price: N/A Current price: $87.43 P/L: N/A Sold -8.16% shares Q3 2022	share	0.32%	457K	N/A	$87.43	N/A	Sold -8.16% shares Q3 2022
INNOVATOR ETFS TR Portfolio share: 0.32% Portfolio value: 457K Avg. open price: N/A Current price: N/A P/L: N/A Bought +55.34% shares Q3 2022	share	0.32%	457K	N/A	N/A	N/A	Bought +55.34% shares Q3 2022
Restaurants McDonald's Corporation Portfolio share: 0.30% Portfolio value: 433K Avg. open price: $220.46 Current price: $273.4 P/L: +24.01% Sold -4.77% shares Q2 2022	share	0.30%	433K	$220.46	$273.4	+24.01%	Sold -4.77% shares Q2 2022
Invesco S&P 500 Equal Weight ETF Portfolio share: 0.30% Portfolio value: 423K Avg. open price: $147.28 Current price: $148.94 P/L: +1.13% Sold -1.57% shares Q3 2022	share	0.30%	423K	$147.28	$148.94	+1.13%	Sold -1.57% shares Q3 2022
Vanguard Short-Term Corporate Bond Index Fund Portfolio share: 0.27% Portfolio value: 379K Avg. open price: $79.54 Current price: $75.65 P/L: -4.89% Bought +48.98% shares Q3 2022	share	0.27%	379K	$79.54	$75.65	-4.89%	Bought +48.98% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.25% Portfolio value: 363K Avg. open price: $2,080.58 Current price: $100.44 P/L: -95.17% Sold -0.52% shares Q3 2022	share	0.25%	363K	$2,080.58	$100.44	-95.17%	Sold -0.52% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 0.25% Portfolio value: 358K Avg. open price: N/A Current price: $494.53 P/L: N/A Sold -4.90% shares Q3 2022	share	0.25%	358K	N/A	$494.53	N/A	Sold -4.90% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.25% Portfolio value: 353K Avg. open price: $328.54 Current price: $327.99 P/L: -0.17% Bought +0.24% shares Q3 2022	share	0.25%	353K	$328.54	$327.99	-0.17%	Bought +0.24% shares Q3 2022
ISHARES TR Portfolio share: 0.24% Portfolio value: 346K Avg. open price: N/A Current price: N/A P/L: N/A Sold -17.12% shares Q3 2022	share	0.24%	346K	N/A	N/A	N/A	Sold -17.12% shares Q3 2022
Vanguard Growth Index Fund Portfolio share: 0.24% Portfolio value: 341K Avg. open price: $281.23 Current price: $233.17 P/L: -17.09% Bought +11.80% shares Q3 2022	share	0.24%	341K	$281.23	$233.17	-17.09%	Bought +11.80% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.24% Portfolio value: 336K Avg. open price: $104.49 Current price: $163.66 P/L: +56.63% Sold -1.42% shares Q2 2022	share	0.24%	336K	$104.49	$163.66	+56.63%	Sold -1.42% shares Q2 2022
Medical Instruments & Supplies Becton, Dickinson and Company Portfolio share: 0.23% Portfolio value: 321K Avg. open price: $246.53 Current price: $252.38 P/L: +2.37% Bought +0.07% shares Q3 2022	share	0.23%	321K	$246.53	$252.38	+2.37%	Bought +0.07% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.21% Portfolio value: 296K Avg. open price: $133.25 Current price: $150.61 P/L: +13.03% Sold -7.51% shares Q1 2022	share	0.21%	296K	$133.25	$150.61	+13.03%	Sold -7.51% shares Q1 2022
SPDR S&P 400 Mid Cap Value ETF Portfolio share: 0.21% Portfolio value: 294K Avg. open price: $68.87 Current price: $68.36 P/L: -0.74% Sold -0.65% shares Q3 2022	share	0.21%	294K	$68.87	$68.36	-0.74%	Sold -0.65% shares Q3 2022
Banks—Diversified The Toronto-Dominion Bank Portfolio share: 0.21% Portfolio value: 294K Avg. open price: $68.76 Current price: $68.59 P/L: -0.25% Bought +20.00% shares Q3 2021	share	0.21%	294K	$68.76	$68.59	-0.25%	Bought +20.00% shares Q3 2021
Internet Content & Information Alphabet Inc. Portfolio share: 0.20% Portfolio value: 285K Avg. open price: $2,775.07 Current price: $100.83 P/L: -96.37% Sold -5.73% shares Q3 2022	share	0.20%	285K	$2,775.07	$100.83	-96.37%	Sold -5.73% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.19% Portfolio value: 276K Avg. open price: $93.53 Current price: $181.03 P/L: +93.55% Sold -4.96% shares Q2 2022	share	0.19%	276K	$93.53	$181.03	+93.55%	Sold -4.96% shares Q2 2022
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 0.19% Portfolio value: 275K Avg. open price: N/A Current price: $374.76 P/L: N/A Sold -10.04% shares Q3 2021	share	0.19%	275K	N/A	$374.76	N/A	Sold -10.04% shares Q3 2021
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.19% Portfolio value: 271K Avg. open price: $202.13 Current price: $214.84 P/L: +6.29% Sold -0.62% shares Q1 2022	share	0.19%	271K	$202.13	$214.84	+6.29%	Sold -0.62% shares Q1 2022
Banks—Regional Webster Financial Corporation Portfolio share: 0.19% Portfolio value: 269K Avg. open price: N/A Current price: $53.84 P/L: N/A N/A Q1 2022	share	0.19%	269K	N/A	$53.84	N/A	N/A Q1 2022
Information Technology Services International Business Machines Corporation Portfolio share: 0.19% Portfolio value: 265K Avg. open price: N/A Current price: $148.67 P/L: N/A Sold -1.59% shares Q3 2022	share	0.19%	265K	N/A	$148.67	N/A	Sold -1.59% shares Q3 2022
Aerospace & Defense General Dynamics Corporation Portfolio share: 0.17% Portfolio value: 243K Avg. open price: $192.78 Current price: $255.74 P/L: +32.66% Bought +0.35% shares Q3 2022	share	0.17%	243K	$192.78	$255.74	+32.66%	Bought +0.35% shares Q3 2022
Staffing & Employment Services Automatic Data Processing, Inc. Portfolio share: 0.17% Portfolio value: 242K Avg. open price: N/A Current price: $269.9 P/L: N/A Sold -17.69% shares Q1 2022	share	0.17%	242K	N/A	$269.9	N/A	Sold -17.69% shares Q1 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.17% Portfolio value: 238K Avg. open price: $161.25 Current price: $123.49 P/L: -23.42% Bought +2.63% shares Q3 2022	share	0.17%	238K	$161.25	$123.49	-23.42%	Bought +2.63% shares Q3 2022
iShares Select Dividend ETF Portfolio share: 0.16% Portfolio value: 233K Avg. open price: $113.9 Current price: $125.19 P/L: +9.92% Sold -2.43% shares Q2 2022	share	0.16%	233K	$113.9	$125.19	+9.92%	Sold -2.43% shares Q2 2022
iShares U.S. Medical Devices ETF Portfolio share: 0.16% Portfolio value: 226K Avg. open price: $59.53 Current price: $53.63 P/L: -9.91% Bought +0.06% shares Q2 2022	share	0.16%	226K	$59.53	$53.63	-9.91%	Bought +0.06% shares Q2 2022
SmartETFs Dividend Builder ETF Portfolio share: 0.16% Portfolio value: 222K Avg. open price: N/A Current price: $24.84 P/L: N/A Sold -10.55% shares Q3 2022	share	0.16%	222K	N/A	$24.84	N/A	Sold -10.55% shares Q3 2022
Drug Manufacturers—Specialty & Generic Cumberland Pharmaceuticals Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $2.25 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$2.25	N/A	Sold -100.00% shares Q3 2022
SPDR S&P Dividend ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $109.94 Current price: $131.57 P/L: +19.67% Sold -100.00% shares Q3 2022	share	0.00%	0	$109.94	$131.57	+19.67%	Sold -100.00% shares Q3 2022
Railroads Union Pacific Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $218.86 Current price: $214.73 P/L: -1.89% Sold -100.00% shares Q3 2022	share	0.00%	0	$218.86	$214.73	-1.89%	Sold -100.00% shares Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $75.37 Current price: $110.04 P/L: +46.01% Sold -100.00% shares Q3 2022	share	0.00%	0	$75.37	$110.04	+46.01%	Sold -100.00% shares Q3 2022
SPDR Portfolio Aggregate Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $29.71 Current price: $25.69 P/L: -13.52% Sold -100.00% shares Q3 2022	share	0.00%	0	$29.71	$25.69	-13.52%	Sold -100.00% shares Q3 2022
iShares National Muni Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $115.91 Current price: $106.24 P/L: -8.34% Sold -100.00% shares Q3 2022	share	0.00%	0	$115.91	$106.24	-8.34%	Sold -100.00% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $52.99 Current price: $38.18 P/L: -27.95% Sold -100.00% shares Q3 2022	share	0.00%	0	$52.99	$38.18	-27.95%	Sold -100.00% shares Q3 2022

Showing TOP 90 STERLING FINANCIAL PLANNING's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of STERLING FINANCIAL PLANNING, INC.?

The biggest position of the STERLING FINANCIAL PLANNING, INC. is iShares Gold Trust (IAU) with 7.22% portfolio share worth of 10.3M US dollars.

Top 5 STERLING FINANCIAL PLANNING's holdings represent 31.73% of the portfolio:

iShares Gold Trust (IAU) – 7.22%
iShares S&P Mid-Cap 400 Value ETF (IJJ) – 7.02%
iShares S&P Small-Cap 600 Growth ETF (IJT) – 5.93%
iShares S&P Mid-Cap 400 Growth ETF (IJK) – 5.92%
iShares S&P 500 Growth ETF (IVW) – 5.64%

Who is the portfolio manager of STERLING FINANCIAL PLANNING, INC.?

The portfolio manager of the STERLING FINANCIAL PLANNING, INC. is .

What is the total asset value of the STERLING FINANCIAL PLANNING, INC. portfolio?

STERLING FINANCIAL PLANNING, INC. total asset value (portfolio value) is 142.62M US dollars.

Who is ?

is the portfolio manager of the STERLING FINANCIAL PLANNING, INC..

What is (STERLING FINANCIAL PLANNING, INC.) fund performance?

STERLING FINANCIAL PLANNING's quarterly performance is -14.67%, annualy -38.27%.

What is the STERLING FINANCIAL PLANNING, INC. CIK?

STERLING FINANCIAL PLANNING's Central Index Key is 0001844278 .