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Home > Institutional Investor > Sterling Wealth Advisors Inc > 13F Holdings

Instuitional Investor - Sterling Wealth Advisors Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 949,403 $38,441,313 30.15%
2.
Dimensional Etf Trust
 508,557 $23,841,175 18.7%
3.
Dimensional Etf Trust
 306,475 $19,537,811 15.32%
4.
Dimensional Etf Trust
 353,269 $10,315,461 8.09%
5.
Dimensional Etf Trust
 302,157 $7,809,255 6.12%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)