§ 13F · FUND PROFILE
Sterling Financial Planning, Inc..
AUM · $368M (13F)Positions · 123Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IJJ | ISHARES TR | 157K | $23M | 6.3% | +2% |
| 2 | IJT | ISHARES TR | 128K | $23M | 6.2% | −1% |
| 3 | IJK | ISHARES TR | 183K | $21M | 5.8% | −2% |
| 4 | IVW | ISHARES TR | 148K | $20M | 5.5% | ±0% |
| 5 | IAU | ISHARES GOLD TR | 234K | $18M | 4.8% | −1% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 310K | $17M | 4.6% | +1% |
| 7 | VYM | VANGUARD WHITEHALL FDS | 83K | $13M | 3.6% | +2% |
| 8 | FNDX | SCHWAB STRATEGIC TR | 418K | $13M | 3.5% | −1% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 303K | $12M | 3.3% | +2% |
| 10 | BIV | VANGUARD BD INDEX FDS | 154K | $12M | 3.2% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STERLING SIGNAL
AC read
Sterling Financial Planning, Inc. is a Other fund managing $368 million in assets. The fund runs a portfolio of 123 positions.
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