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Home > Institutional Investor > Sterling Financial Planning, Inc. > Profile

Instuitional Investor - Sterling Financial Planning, Inc.

Fund Profile
Filing Period:
Fund Name: Sterling Financial Planning, Inc.
Portfolio Value $299,337,343
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 146,424 $18,095,029 6.05%
2.
Ishares Trust
 IAU 279,688 $17,441,368 5.83%
3.
Ishares Trust
 IEF 155,540 $17,124,956 5.72%
4.
Ishares Trust
 IEF 123,791 $16,469,133 5.5%
5.
Ishares Trust
 IEF 178,234 $16,215,744 5.42%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)