Instuitional Investor - Sterling Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Sterling Wealth Management, Inc. |
| Portfolio Value | $177,771,427 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 112,435 | $26,671,884 | 15% | |
| 2. | Dimensional Etf Trust | 431,227 | $21,699,401 | 12.2% | |
| 3. | Dimensional Etf Trust | 293,434 | $10,921,603 | 6.14% | |
| 4. | Vanguard Tax-Managed Fds | 200,788 | $9,617,758 | 5.41% | |
| 5. | Dimensional Etf Trust | 281,651 | $8,232,670 | 4.63% |
