Instuitional Investor - Sterling Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Sterling Wealth Management, Inc. |
| Portfolio Value | $270,780,927 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 113,675 | $32,944,189 | 12.16% | |
| 2. | Dimensional Etf Trust | 499,124 | $25,250,687 | 9.32% | |
| 3. | Dimensional Etf Trust | 279,506 | $15,557,312 | 5.74% | |
| 4. | Vanguard Tax-Managed Fds | 259,312 | $12,400,317 | 4.57% | |
| 5. | Dimensional Etf Trust | 297,739 | $12,183,491 | 4.49% |
