STERLING INVESTMENT ADVISORS LLC /ADV - Portfolio overview

STERLING INVESTMENT ADVISORS LLC /ADV has 41 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. IEFA - ISHARES TR, 17.52%
2. IVV - ISHARES TR, 12.16%
3. IEMG - ISHARES INC, 8.90%

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

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