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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 $275,735,022
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 304,027 $17,925,455 6.5%
2.
Ishares Trust
 IEF 139,790 $16,737,044 6.07%
3.
Ishares Trust
 IEF 117,936 $14,683,040 5.33%
4.
Ishares Trust
 IEF 174,554 $14,536,827 5.27%
5.
Ishares Trust
 IEF 154,375 $14,330,649 5.2%
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)