Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Sterling Investment Advisors Llc V > Profile

Instuitional Investor - Sterling Investment Advisors Llc V

Fund Profile
Filing Period:
Fund Name: Sterling Investment Advisors Llc V
Portfolio Value $177,653,543
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - CORE MSCI EAFE
 441,822 $33,423,908 18.81%
2.
Ishares Trust
 IEF 39,238 $22,048,246 12.41%
3.
Ishares Inc - CORE MSCI EMKT
 338,169 $18,251,003 10.27%
4.
Ishares Tr
 151,327 $15,234,096 8.58%
5.
Ishares Inc
 EWA 268,700 $10,065,535 5.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)