Sterling Financial Planning, Inc. — 13F holdings

Sterling Financial Planning, Inc. reported 123 holdings worth $368M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. IJJ ISHARES TR — $23.1M (6.3%)
  2. IJT ISHARES TR — $22.9M (6.2%)
  3. IJK ISHARES TR — $21.5M (5.8%)
  4. IVW ISHARES TR — $20.4M (5.5%)
  5. IAU ISHARES GOLD TR — $17.6M (4.8%)
  6. DFIV DIMENSIONAL ETF TRUST — $16.8M (4.6%)
  7. VYM VANGUARD WHITEHALL FDS — $13.1M (3.6%)
  8. FNDX SCHWAB STRATEGIC TR — $13.0M (3.5%)
  9. DISV DIMENSIONAL ETF TRUST — $12.2M (3.3%)
  10. BIV VANGUARD BD INDEX FDS — $11.8M (3.2%)