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Home > Institutional Investor > Sterling Financial Planning, Inc. > 13F Holdings

Instuitional Investor - Sterling Financial Planning, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 235,289 $20,743,090 6.15%
2.
Ishares Trust
 IEF 153,885 $20,389,823 6.05%
3.
Ishares Trust
 IEF 129,856 $18,791,421 5.57%
4.
Ishares Trust
 IEF 185,467 $18,661,737 5.53%
5.
Ishares Trust
 IEF 148,706 $16,820,109 4.99%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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