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Home > Institutional Investor > Sterling Investment Advisors Llc V > Profile

Instuitional Investor - Sterling Investment Advisors Llc V

Fund Profile
Filing Period:
Fund Name: Sterling Investment Advisors Llc V
Portfolio Value $192,087,806
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - CORE MSCI EAFE
 424,089 $35,404,152 18.43%
2.
Ishares Trust
 IEF 40,031 $24,818,503 12.92%
3.
Ishares Inc - CORE MSCI EMKT
 337,319 $20,250,007 10.54%
4.
Ishares Tr
 154,346 $15,541,566 8.09%
5.
Ishares Inc
 EWA 61,991 $11,016,554 5.74%
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)