Loading…
CIK 0001943937 • 6 13F filings • May 13, 2025 – Jul 23, 2026
Import this data to Google Sheets with:
=jivedata("sterling-wealth-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $5.3M | 4.1% | 127,094 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $724K | 0.6% | 27,347 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $5.6M | 4.3% | 215,177 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $11.2M | 8.7% | 359,766 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $9.0M | 7.0% | 325,826 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $834K | 0.6% | 17,522 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $24.9M | 19.2% | 525,014 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $36.1M | 27.8% | 939,633 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $20.5M | 15.8% | 339,279 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $258K | 0.2% | 6,250 SH | |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.6M | 1.2% | 66,581 SH | |
| ISHARES TR | CORE DIV GRWTH | $2.0M | 1.5% | 32,188 SH | |
| ISHARES TR | CORE S&P500 ETF | $2.8M | 2.2% | 5,057 SH | |
| ISHARES TR | INTL SEL DIV ETF | $4.3M | 3.3% | 139,375 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $337K | 0.3% | 12,660 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $735K | 0.6% | 3,316 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.1M | 2.4% | 16,013 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $244K | 0.2% | 1,892 SH |
| 13F-HR |
| 0001943937-26-000004 |
| $184.0M |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003894 | $141.3M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001943937-26-000003 | $175.4M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002990 | $129.8M | View |