Instuitional Investor - Sterling Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Sterling Wealth Management, Inc. |
| Portfolio Value | $293,451,707 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 113,268 | $34,425,625 | 11.73% | |
| 2. | Dimensional Etf Trust | 460,476 | $23,369,167 | 7.96% | |
| 3. | Dimensional Etf Trust | 457,606 | $16,272,456 | 5.55% | |
| 4. | Dimensional Etf Trust | 299,201 | $16,144,868 | 5.5% | |
| 5. | Vanguard Tax-Managed Fds | 259,228 | $14,778,562 | 5.04% |
