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Home > Institutional Investor > Sterling Investment Advisors Llc V > 13F Holdings

Instuitional Investor - Sterling Investment Advisors Llc V

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
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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