Sterling Financial Planning, Inc. - Portfolio overview

Sterling Financial Planning, Inc. has 123 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IAU - ISHARES GOLD TR, 6.12%
2. IJJ - ISHARES TR, 6.02%
3. IJT - ISHARES TR, 5.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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