account_balance
Investment manager · 13F filer · SEC CIK 1844278
Sterling Financial Planning, Inc.
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Reported value$365Mas of Sep 30, 2026
Positions124 4 new, 3 sold out
Top 10 weight47.1%IJJ alone is 6%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IJJiShares Tr
6.3%Added +7%
IVWiShares Tr
5.7%
IJTiShares Tr
5.6%
IJKiShares Tr
5.5%
IAUiShares Gold Trust
5.1%Added +2%
DFIVDimensional ETF Trust
4.8%
DISVDimensional ETF Trust
3.6%
FNDXSchwab Strategic Tr
3.6%
VYMVanguard Whitehall FDS
3.6%
BIVVanguard Bd Index FDS
3.2%Added +5%
DFSVDfa Invt Dimensions Group In
3.0%
XBJAInnovator Etfs Trust
2.8%
IJJiShares Tr
6.3%+7%
IVWiShares Tr
5.7%
IJTiShares Tr
5.6%
IJKiShares Tr
5.5%
IAUiShares Gold Trust
5.1%
DFIVDimensional ETF Trust
4.8%
DISVDimensional ETF Trust
3.6%
FNDXSchwab Strategic Tr
3.6%
VYMVanguard Whitehall FDS
3.6%
BIV3.2%
DFSV
XBJA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IJJ iShares Tr 6.3% Added +7%
IVW iShares Tr 5.7% Held
IJT iShares Tr 5.6% Held
IJK iShares Tr 5.5% Held
IAU iShares Gold Trust 5.1% Added +2%DFIV Dimensional ETF Trust 4.8% Held
DISV Dimensional ETF Trust 3.6% Held
FNDX Schwab Strategic Tr 3.6% Held
VYM Vanguard Whitehall FDS 3.6% Held
BIV Vanguard Bd Index FDS 3.2% Added +5%
DFSV Dfa Invt Dimensions Group In 3.0% Held
XBJA Innovator Etfs Trust 2.8% Held
What changed
Biggest moves since Jun 30, 2026
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