Instuitional Investor - Sterling Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Sterling Wealth Management, Inc. |
| Portfolio Value | $350,538,636 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 118,131 | $39,605,825 | 11.3% | |
| 2. | Dimensional Etf Trust | 471,891 | $23,901,265 | 6.82% | |
| 3. | Dimensional Etf Trust | 550,319 | $23,421,595 | 6.68% | |
| 4. | Dimensional Etf Trust | 612,540 | $23,294,882 | 6.65% | |
| 5. | Dimensional Etf Trust | 350,032 | $20,840,925 | 5.95% |