Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sterling Financial Planning, Inc. (CIK 1844278) reported $367.7M across 123 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IJJ ($23.1M, 6.29%), IJT ($22.9M, 6.22%), IJK ($21.5M, 5.84%), IVW ($20.4M, 5.54%), IAU ($17.6M, 4.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJJ | ISHARES TR | $23.1M | 6.29% | 156,530 | Added |
| 2 | IJT | ISHARES TR | $22.9M | 6.22% | 128,012 | Trimmed |
| 3 | IJK | ISHARES TR | $21.5M | 5.84% | 182,653 | Trimmed |
| 4 | IVW | ISHARES TR | $20.4M | 5.54% | 148,229 | Trimmed |
| 5 | IAU | ISHARES GOLD TR | $17.6M | 4.80% | 233,678 | Trimmed |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $16.8M | 4.56% | 310,296 | Added |
| 7 | VYM | VANGUARD WHITEHALL FDS | $13.1M | 3.57% | 83,032 | Added |
| 8 | FNDX | SCHWAB STRATEGIC TR | $13.0M | 3.54% | 418,339 | Trimmed |
| 9 | DISV | DIMENSIONAL ETF TRUST | $12.2M | 3.31% | 302,926 | Added |
| 10 | BIV | VANGUARD BD INDEX FDS | $11.8M | 3.21% | 153,913 | Added |
| 11 | DFSV | DIMENSIONAL ETF TRUST | $11.3M | 3.08% | 292,001 | Added |
| 12 | IJS | ISHARES TR | $10.0M | 2.73% | 73,343 | Trimmed |
| 13 | XBJA | INNOVATOR ETFS TRUST | $9.8M | 2.65% | 288,650 | Added |
| 14 | IVV | ISHARES TR | $9.2M | 2.50% | 12,282 | Trimmed |
| 15 | DFIP | DIMENSIONAL ETF TRUST | $7.4M | 2.02% | 179,710 | Added |
| 16 | DFEV | DIMENSIONAL ETF TRUST | $7.4M | 2.01% | 173,234 | Trimmed |
| 17 | DFGR | DIMENSIONAL ETF TRUST | $7.2M | 1.95% | 247,263 | Added |
| 18 | IJH | ISHARES TR | $5.1M | 1.40% | 66,771 | Trimmed |
| 19 | QQQ | INVESCO QQQ TR | $5.0M | 1.36% | 6,768 | Trimmed |
| 20 | EFG | ISHARES TR | $5.0M | 1.35% | 39,975 | Trimmed |
| 21 | IVE | ISHARES TR | $4.9M | 1.34% | 21,679 | Trimmed |
| 22 | VCSH | VANGUARD SCOTTSDALE FDS | $4.9M | 1.33% | 61,984 | Added |
| 23 | BSV | VANGUARD BD INDEX FDS | $4.8M | 1.31% | 61,799 | Added |
| 24 | AAPL | APPLE INC | $4.7M | 1.27% | 16,124 | Added |
| 25 | GOVT | ISHARES TR | $4.5M | 1.23% | 198,231 | Added |
Source: SEC Form 13F filings · as of 2026-06-30