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CIK: 0001844278
Total reported value
$367.7M
$367.7M
120 檔
25.8%
At the close of Q4 2025, Sterling Financial Planning, Inc. disclosed equity holdings valued at approximately $367.7M, spread across 120 reported holdings.
In Q4 2025, Sterling Financial Planning, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 6.31% | -1.35% | -5.64% | |
| 2 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 6.07% | +0.24% | +3.45% | |
| 3 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 5.48% | +0.65% | +3.76% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.42% | +0.55% | -1.51% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 5.37% | +0.31% | +2.00% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.80% | -0.26% | +0.70% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.55% | +0.04% | +2.01% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.42% | -0.01% | +3.00% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 3.40% | -0.16% | +0.65% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.04% | -0.07% | +18.21% | |
| 11 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.84% | +0.07% | +2.33% | |
| 12 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.71% | +0.04% | -0.22% | |
| 13 | XBJA | Innovator US Eq Ac 9 Buff-j | ETF-Other | 2.65% | +0.01% | +2.83% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.58% | +0.10% | -0.94% | |
| 15 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.94% | -0.09% | +11.16% | |
| 16 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.83% | +0.13% | +1.06% | |
| 17 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.75% | +0.10% | +6.17% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.47% | -0.09% | -0.77% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.41% | +0.02% | -0.47% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.40% | +0.01% | +0.16% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.40% | -0.33% | -5.64% | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.31% | -0.08% | +3.53% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.30% | +0.17% | -2.44% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.30% | +0.09% | +1.73% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.25% | -0.05% | +3.73% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.12% | -0.06% | +14.66% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.12% | +0.02% | +11.30% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.11% | -0.03% | +0.92% | |
| 29 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.97% | -0.04% | +5.53% | |
| 30 | IDV | Ishares International Select | ETF-Other | 0.96% | -0.14% | -2.08% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.95% | +0.10% | +5.34% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.84% | -0.02% | +1.09% | |
| 33 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.77% | -0.08% | -0.59% | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.76% | — | +9.92% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.76% | -0.03% | +10.03% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.75% | +0.08% | +1.16% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.73% | +0.02% | -0.02% | |
| 38 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.69% | -0.02% | +0.03% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.03% | -0.46% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | — | -1.53% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.03% | +4.62% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | -0.01% | -0.90% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.03% | -0.41% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.49% | -0.04% | +3.21% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.22% | -0.46% | |
| 46 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.43% | — | -6.63% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.41% | -0.02% | -2.61% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | +0.02% | -0.48% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.03% | — | |
| 50 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.33% | — | +2.64% |
According to official SEC Form 13F filings, Sterling Financial Planning, Inc. reported a total U.S. public equity portfolio value of $367.7M across 120 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, IJJ, IJT) accounted for 25.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
LRCX
市值: $245.6K
Top Position Liquidated / Trimmed
ORCL
前期市值: $279.6K
During Q4 2025, Sterling Financial Planning, Inc.'s top holdings by market value included IAU (6.3%)、IJJ (6.1%)、IJT (5.5%). The largest single position, IAU, represented 6.3% of total portfolio value.
In Q4 2025, Sterling Financial Planning, Inc. made 48 total portfolio adjustments, initiating 5 new buys, adding to 27 positions, trimming 15 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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