Sterling Financial Planning, Inc.

Est. AUM

$337.3M

13F long equity, this entity only

Positions

117

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES GOLD TR	ISHARES NEW	$20.7M	235289	6.15%	SOLE
2	ISHARES TR	S&P MC 400VL ETF	$20.4M	153885	6.05%	SOLE
3	ISHARES TR	S&P SML 600 GWT	$18.8M	129856	5.57%	SOLE
4	ISHARES TR	S&P MC 400GR ETF	$18.7M	185467	5.53%	SOLE
5	ISHARES TR	S&P 500 GRWT ETF	$16.8M	148706	4.99%	SOLE
6	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$16.3M	308128	4.82%	SOLE
7	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$12.1M	81419	3.58%	SOLE
8	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$11.8M	424251	3.50%	SOLE
9	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$11.7M	296369	3.47%	SOLE
10	VANGUARD BD INDEX FDS	INTERMED TERM	$11.1M	143377	3.28%	SOLE
11	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$10.2M	289877	3.01%	SOLE
12	ISHARES TR	SP SMCP600VL ETF	$9.1M	76707	2.69%	SOLE
13	INNOVATOR ETFS TRUST	US EQT ACC 9 BFR	$8.9M	284947	2.64%	SOLE
14	ISHARES TR	CORE S&P500 ETF	$8.1M	12401	2.40%	SOLE
15	DIMENSIONAL ETF TRUST	INFLATION PROTE	$7.1M	170748	2.11%	SOLE
16	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$6.3M	176980	1.88%	SOLE
17	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$6.3M	235258	1.85%	SOLE
18	ISHARES TR	S&P 500 VAL ETF	$4.8M	22858	1.43%	SOLE
19	ISHARES TR	CORE S&P MCP ETF	$4.7M	68967	1.38%	SOLE
20	VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.6M	58630	1.36%	SOLE
21	SPDR GOLD TR	GOLD SHS	$4.6M	10661	1.36%	SOLE
22	ISHARES TR	EAFE GRWTH ETF	$4.5M	40694	1.34%	SOLE
23	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.4M	55601	1.31%	SOLE
24	ISHARES TR	US TREAS BD ETF	$4.4M	192211	1.31%	SOLE
25	INVESCO QQQ TR	UNIT SER 1	$4.0M	6969	1.19%	SOLE
26	VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.0M	21791	1.19%	SOLE
27	APPLE INC	COM	$4.0M	15675	1.18%	SOLE
28	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.9M	77439	1.15%	SOLE
29	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$3.3M	32976	0.99%	SOLE
30	ISHARES TR	INTL SEL DIV ETF	$3.2M	75408	0.95%	SOLE
31	VANGUARD INDEX FDS	MCAP GR IDXVIP	$2.9M	11302	0.86%	SOLE
32	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.9M	59419	0.85%	SOLE
33	VANGUARD INDEX FDS	REAL ESTATE ETF	$2.8M	31916	0.84%	SOLE
34	VANGUARD MALVERN FDS	STRM INFPROIDX	$2.8M	56072	0.83%	SOLE
35	VANGUARD INDEX FDS	SML CP GRW ETF	$2.6M	8499	0.76%	SOLE
36	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$2.5M	53136	0.73%	SOLE
37	WISDOMTREE TR	EMG MKTS SMCAP	$2.4M	39616	0.71%	SOLE
38	JOHNSON & JOHNSON	COM	$2.4M	9724	0.70%	SOLE
39	VANGUARD INDEX FDS	SM CP VAL ETF	$2.3M	10412	0.67%	SOLE
40	EXXON MOBIL CORP	COM	$2.2M	12970	0.65%	SOLE
41	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.8M	28844	0.55%	SOLE
42	ISHARES TR	NATIONAL MUN ETF	$1.7M	16349	0.51%	SOLE
43	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.7M	2596	0.50%	SOLE
44	ISHARES TR	TIPS BD ETF	$1.6M	14276	0.47%	SOLE
45	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.4M	30479	0.43%	SOLE
46	ISHARES TR	CORE S&P SCP ETF	$1.4M	11126	0.41%	SOLE
47	ISHARES TR	EAFE SML CP ETF	$1.3M	16559	0.38%	SOLE
48	MICROSOFT CORP	COM	$1.2M	3275	0.36%	SOLE
49	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.2M	50188	0.35%	SOLE
50	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	2282	0.32%	SOLE

1–50 of 117

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.