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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 $367,666,179
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 156,530 $23,124,138 6.29%
2.
Ishares Trust
 IEF 128,012 $22,863,020 6.22%
3.
Ishares Trust
 IEF 182,653 $21,461,713 5.84%
4.
Ishares Trust
 IEF 148,229 $20,385,919 5.54%
5.
Ishares Trust
 IAU 233,678 $17,645,010 4.8%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.