Sterling Financial Planning, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Sterling Financial Planning, Inc. 13F Holdings
CIK 0001844278 · SPARTA, NJ
As of Sep 30, 2025, Sterling Financial Planning, Inc. reported
116 positions worth $317.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES GOLD TRUST | IAU | — | 273,359 |
|
9.9M6.27% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 147,868 |
9.2M | 6.05% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 148,099 |
7.9M | 5.64% |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | IJT | — | 124,178 |
7.6M | 5.54% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | — | 180,213 |
7.3M | 5.45% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 316,690 |
4.6M | 4.61% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 423,993 |
1.2M | 3.52% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 76,746 |
0.8M | 3.41% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 294,935 |
0.5M | 3.32% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 280,173 | $8.9M | 2.81% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | — | 79,243 | $8.8M | 2.76% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 109,556 | $8.6M | 2.70% |
| ISHARES CORE S&P 500 ETF | IVV | — | 12,620 | $8.4M | 2.66% |
| INNOVATOR US EQUITY ACCELERATED 9 BUFFER ETF - JANUARY | XBJA | — | 267,275 | $8.4M | 2.64% |
| DIMENSIONAL ETF TRUST | DFIP | — | 139,163 | $5.9M | 1.85% |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | DFEV | — | 178,056 | $5.7M | 1.79% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 206,621 | $5.6M | 1.78% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 23,140 | $4.8M | 1.51% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 71,142 | $4.6M | 1.46% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 40,711 | $4.6M | 1.46% |
| SPDR GOLD TRUST | GQ9 | — | 12,419 | $4.4M | 1.39% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 7,208 | $4.3M | 1.36% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 181,895 | $4.2M | 1.33% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 50,770 | $4.0M | 1.26% |
| APPLE INC | AAPL | Technology | 15,578 | $4.0M | 1.25% |