Filer Name: STERLING FINANCIAL PLANNING, INC.
CIK: 1844278
Period: 2024-12-31
Filed At: 2025-02-01
Number of Holdings: 108
Portfolio Value: $0.27B

Sterling Financial Planning, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IJJ US ISHARES S&P MID-CAP 400 VALU 135,140 $17M 6.21% -1.2% -
IAU US ISHARES GOLD TRUST 314,431 $16M 5.73% -4.7% -
IVW US ISHARES S&P 500 GROWTH ETF 153,268 $16M 5.73% -1.5% -
IJT US ISHARES S&P SMALL-CAP 600 GR 112,378 $15M 5.60% -0.8% -
IJK US ISHARES S&P MID-CAP 400 GROW 166,230 $15M 5.56% 1.3% -
DFIV US DIMENSIONAL INTERNATIONAL VA 282,218 $10M 3.68% -2.4% -
FNDX US SCHWAB FNDMNTL US LRG CO ETF 397,427 $9M 3.46% 192.6% -
VYM US VANGUARD HIGH DVD YIELD ETF 69,863 $9M 3.28% 0.7% -
IJS US ISHARES S&P SMALL-CAP 600 VA 80,970 $9M 3.24% -1.2% -
IVV US ISHARES CORE S&P 500 ETF 12,630 $7M 2.74% 1.6% -
BIV US VANGUARD INTERMEDIATE-TERM B 94,257 $7M 2.59% -1.1% -
DISV US DIMENSIONAL INTERNATIONAL SM 254,023 $7M 2.48% 2.3% -
XBJA US INNOVATOR US EQ AC 9 BUFF-J 230,013 $7M 2.43% 3.6% -
DFSV US DIMENSIONAL US SMALL CAP VAL 204,677 $6M 2.32% 4.9% -
GOVT US ISHARES US TREASURY BOND ETF 214,403 $5M 1.81% 36.9% -
IJH US ISHARES CORE S&P MIDCAP ETF 72,732 $5M 1.67% 0.9% -
IVE US ISHARES S&P 500 VALUE ETF 23,399 $4M 1.64% -2.6% -
DFGR US DIM GLOBAL REAL ESTATE ETF 173,385 $4M 1.63% 4.5% -
BSV US VANGUARD SHORT-TERM BOND ETF 56,572 $4M 1.61% 28.8% -
EFG US ISHARES MSCI EAFE GROWTH ETF 42,971 $4M 1.53% 2.9% -
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