HoldingsChannel.com



All Stocks Held By Sterling Financial Planning Inc.
As of  12/31/2023, we find all stocks held by Sterling Financial Planning Inc. to be as follows, presented in the table below with each row detailing each Sterling Financial Planning Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Sterling Financial Planning Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Sterling Financial Planning Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
ISHARES TR (IJJ) 127,875 +2,162 $14,583
     IJJ127,875+2,162$14,583
ISHARES TR (IJT) 108,238 +3,311 $13,545
     IJT108,238+3,311$13,545
ISHARES GOLD TR (IAU) 345,741 -281 $13,494
     IAU345,741-281$13,494
ISHARES TR (IVW) 172,690 -1,439 $12,969
     IVW172,690-1,439$12,969
ISHARES TR (IJK) 159,011 +755 $12,597
     IJK159,011+755$12,597
ISHARES TR (IJS) 86,517 +131 $8,917
     IJS86,517+131$8,917
SCHWAB STRATEGIC TR 138,966 +1,879 $8,608
     FNDX138,966+1,879$8,608
DIMENSIONAL ETF TRUST (DFIV) 226,845 +30,682 $7,794
     DFIV226,845+30,682$7,794
VANGUARD WHITEHALL FDS (VYM) 66,242 +2,698 $7,395
     VYM66,242+2,698$7,395
ISHARES TR (IVV) 13,210 +134 $6,309
     IVV13,210+134$6,309
VANGUARD BD INDEX FDS (BIV) 68,849 +3,847 $5,259
     BIV68,849+3,847$5,259
ISHARES TR (IJH) 16,423 -387 $4,552
     IJH16,423-387$4,552
DIMENSIONAL ETF TRUST (DISV) 172,798 +17,374 $4,456
     DISV172,798+17,374$4,456
ISHARES TR (IVE) 24,907 +709 $4,331
     IVE24,907+709$4,331
DIMENSIONAL ETF TRUST (DFSV) 141,766 +12,122 $4,128
     DFSV141,766+12,122$4,128
INNOVATOR ETFS TR (XBJA) 156,424 +31,541 $4,029
     XBJA156,424+31,541$4,029
ISHARES TR (EFG) 38,775 +1,392 $3,755
     EFG38,775+1,392$3,755
ISHARES TR (GOVT) 157,153 -13,231 $3,621
     GOVT157,153-13,231$3,621
ISHARES TR (IDV) 121,409 -3,864 $3,398
     IDV121,409-3,864$3,398
DIMENSIONAL ETF TRUST (DFIP) 78,540 +24,539 $3,242
     DFIP78,540+24,539$3,242
VANGUARD BD INDEX FDS (BSV) 41,617 +5,789 $3,205
     BSV41,617+5,789$3,205
VANGUARD INDEX FDS (VOE) 21,171 +105 $3,070
     VOE21,171+105$3,070
SPDR GOLD TR (GLD) 16,032 -531 $3,065
     GLD16,032-531$3,065
ISHARES TR (MUB) 27,798 +9,996 $3,014
     MUB27,798+9,996$3,014
VANGUARD INDEX FDS (VNQ) 34,080 +998 $3,011
     VNQ34,080+998$3,011
APPLE INC 15,490 -254 $2,982
     AAPL15,490-254$2,982
INVESCO QQQ TR 6,735 +27 $2,758
     QQQ6,735+27$2,758
DIMENSIONAL ETF TRUST (DFEV) 102,227 +21,998 $2,576
     DFEV102,227+21,998$2,576
SCHWAB STRATEGIC TR 72,709 -2,475 $2,535
     FNDC72,709-2,475$2,535
VANGUARD INDEX FDS (VBR) 13,052 +187 $2,349
     VBR13,052+187$2,349
DIMENSIONAL ETF TRUST (DFGR) 86,960 +18,978 $2,259
     DFGR86,960+18,978$2,259
VANGUARD INDEX FDS (VBK) 9,325 -16 $2,254
     VBK9,325-16$2,254
VANGUARD INDEX FDS (VOT) 9,898 +1 $2,173
     VOT9,898+1$2,173
VANGUARD TAX MANAGED FDS (VEA) 42,366 -2,183 $2,029
     VEA42,366-2,183$2,029
VANGUARD MUN BD FDS (VTEB) 38,411 +32,810 $1,961
     VTEB38,411+32,810$1,961
ISHARES TR (TIP) 17,587 +1,094 $1,890
     TIP17,587+1,094$1,890
WISDOMTREE TR 37,019 +390 $1,848
     DGS37,019+390$1,848
VANGUARD WELLINGTON FD (VTES) 17,464 +13,429 $1,771
     VTES17,464+13,429$1,771
JOHNSON & JOHNSON 10,383 +99 $1,627
     JNJ10,383+99$1,627
VANGUARD SCOTTSDALE FDS (VCSH) 19,817 +10,009 $1,533
     VCSH19,817+10,009$1,533
ISHARES TR (SCZ) 24,105 +726 $1,492
     SCZ24,105+726$1,492
VANGUARD BD INDEX FDS (BND) 19,682 +12,811 $1,448
     BND19,682+12,811$1,448
INVESCO EXCHANGE TRADED FD T (PRF) 39,492 -1,433 $1,390
     PRF39,492-1,433$1,390
VANGUARD MALVERN FDS (VTIP) 29,196 +3,886 $1,387
     VTIP29,196+3,886$1,387
ISHARES TR (IJR) 12,751 +9 $1,380
     IJR12,751+9$1,380
VANGUARD CHARLOTTE FDS (BNDX) 27,359 +4,057 $1,351
     BNDX27,359+4,057$1,351
SELECTIVE INS GROUP INC 13,138 UNCH $1,307
     SIGI13,138UNCH$1,307
SPDR S&P 500 ETF TR (SPY) 2,734 -2 $1,299
     SPY2,734-2$1,299
MICROSOFT CORP 3,372 +1,008 $1,268
     MSFT3,372+1,008$1,268
DIMENSIONAL ETF TRUST (DFAR) 50,531 +12,358 $1,149
     DFAR50,531+12,358$1,149
EXXON MOBIL CORP 11,131 +1,961 $1,113
     XOM11,131+1,961$1,113
BECTON DICKINSON & CO 4,081 +2,672 $995
     BDX4,081+2,672$995
LAKELAND BANCORP INC 63,101 -1,300 $933
     LBAI63,101-1,300$933
BERKSHIRE HATHAWAY INC DEL      $920
     BRK.B2,579+196$920
INVESCO EXCHANGE TRADED FD T (PRFZ) 19,931 -131 $747
     PRFZ19,931-131$747
DEERE & CO 1,805 +149 $722
     DE1,805+149$722
INNOVATOR ETFS TR (PJAN) 16,709 -431 $622
     PJAN16,709-431$622
MCDONALDS CORP 2,042 +91 $605
     MCD2,042+91$605
COSTCO WHSL CORP NEW 914 +174 $603
     COST914+174$603
VANGUARD SPECIALIZED FUNDS (VIG) 3,437 -112 $586
     VIG3,437-112$586
META PLATFORMS INC 1,637 -93 $579
     META1,637-93$579
VANGUARD INDEX FDS (VUG) 1,810 UNCH $563
     VUG1,810UNCH$563
AMAZON COM INC 3,546 -300 $539
     AMZN3,546-300$539
PROCTER AND GAMBLE CO 3,533 +1,097 $518
     PG3,533+1,097$518
INVESCO EXCHANGE TRADED FD T (RSP) 3,238 -32 $511
     RSP3,238-32$511
SPDR SER TR (MDYV) 6,924 +2,342 $508
     MDYV6,924+2,342$508
ALPHABET INC 3,609 +291 $504
     GOOGL3,609+291$504
ELI LILLY & CO 857 +20 $500
     LLY857+20$500
PEPSICO INC 2,939 +103 $499
     PEP2,939+103$499
SCHWAB STRATEGIC TR 19,764 -2,392 $490
     SCHE19,764-2,392$490
HOME DEPOT INC 1,409 +102 $488
     HD1,409+102$488
VANGUARD INDEX FDS (VO) 2,039 +2 $474
     VO2,039+2$474
UNITED PARCEL SERVICE INC 2,975 UNCH $468
     UPS2,975UNCH$468
REALTY INCOME CORP 7,880 +2 $452
     O7,880+2$452
RTX CORPORATION 5,157 +5,157 $434
     RTX5,157+5,157$434
VANGUARD INTL EQUITY INDEX F (VWO) 10,029 -4,918 $412
     VWO10,029-4,918$412
ISHARES TR (EMB) 4,455 -1,174 $397
     EMB4,455-1,174$397
INTERNATIONAL BUSINESS MACHS 2,353 +230 $385
     IBM2,353+230$385
ISHARES TR (QUAL) 2,552 -91 $375
     QUAL2,552-91$375
ABBVIE INC 2,192 -183 $340
     ABBV2,192-183$340
DIMENSIONAL ETF TRUST (DFIS) 13,235 +5 $320
     DFIS13,235+5$320
ALPHABET INC 2,091 UNCH $295
     GOOG2,091UNCH$295
CARRIER GLOBAL CORPORATION 5,000 +5,000 $287
     CARR5,000+5,000$287
GENERAL DYNAMICS CORP 1,085 +5 $282
     GD1,085+5$282
ISHARES TR (IHI) 4,942 +9 $267
     IHI4,942+9$267
LOWES COS INC 1,189 -12 $265
     LOW1,189-12$265
INNOVATOR ETFS TR (UAUG) 8,446 +8,446 $260
     UAUG8,446+8,446$260
ISHARES TR (DVY) 2,165 +14 $254
     DVY2,165+14$254
GUINNESS ATKINSON FDS 9,746 -594 $253
     DIVS9,746-594$253
SPDR SER TR (BIL) 2,732 UNCH $250
     BIL2,732UNCH$250
CATERPILLAR INC 841 -109 $249
     CAT841-109$249
WEBSTER FINL CORP 4,852 +4,852 $246
     WBS4,852+4,852$246
CHEVRON CORP NEW 1,612 UNCH $240
     CVX1,612UNCH$240
SPDR SER TR (MDYG) 3,121 +31 $236
     MDYG3,121+31$236
MERCK & CO INC 2,104 +2,104 $229
     MRK2,104+2,104$229
OTIS WORLDWIDE CORP 2,500 +2,500 $224
     OTIS2,500+2,500$224
JPMORGAN CHASE & CO 1,306 -150 $222
     JPM1,306-150$222
AUTOMATIC DATA PROCESSING IN 950 UNCH $221
     ADP950UNCH$221
EVERSOURCE ENERGY 3,452 UNCH $213
     ES3,452UNCH$213
INVESCO EXCH TRADED FD TR II (IDHQ) 7,451 +7,451 $213
     IDHQ7,451+7,451$213
TORONTO DOMINION BK ONT 3,200 +3,200 $207
     TD3,200+3,200$207
BLACKROCK ENHANCED EQUITY DI 13,831 +13,831 $106
     BDJ13,831+13,831$106

See Summary: Sterling Financial Planning Inc. Top Holdings
See Details: Top 10 Stocks Held By Sterling Financial Planning Inc.

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
RTX +5,157+$434
CARR +5,000+$287
UAUG +8,446+$260
WBS +4,852+$246
MRK +2,104+$229
OTIS +2,500+$224
IDHQ +7,451+$213
TD +3,200+$207
BDJ +13,831+$106
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
ES -3,452-$201
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
VTEB +32,810+$1,692
XBJA +31,541+$935
DFIV +30,682+$1,395
DFIP +24,539+$1,094
DFEV +21,998+$677
DFGR +18,978+$736
DISV +17,374+$760
VTES +13,429+$1,373
BND +12,811+$969
DFAR +12,358+$404
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
GOVT -13,231-$134
VWO -4,918-$174
IDV -3,864+$216
FNDC -2,475+$119
SCHE -2,392-$40
VEA -2,183+$81
IVW -1,439+$1,055
PRF -1,433+$88
LBAI -1,300+$120
Sterling Financial Planning Inc. Info
Size ($ in 1000's)
At 12/31/2023: $230,984
At 09/30/2023: $195,245

Sterling Financial Planning Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sterling Financial Planning Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Sterling Financial Planning Inc. | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.