Sterling Financial Planning, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Sparta, NJ
CIK
0001844278
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 108 271,216 IJJ, IAU, IJT, IJK 13F-HR 10/31/2024 000108514624005252
Q2 2024 106 246,452 IJJ, IVW, IAU, IJT 13F-HR 7/30/2024 000108514624003349
Q1 2024 105 246,817 IJJ, IAU, IJK, IJT 13F-HR 5/6/2024 000108514624002264
Q4 2023 102 230,985 IJJ, IJT, IAU, IVW 13F-HR 1/31/2024 000108514624000580
Q3 2023 93 195,245 IJJ, IAU, IVW, IJT 13F-HR 11/6/2023 000108514623004092
Q2 2023 98 201,838 IJJ, IAU, IVW, IJK 13F-HR 7/28/2023 000108514623002954
Q1 2023 95 184,234 IAU, IJJ, IJK, IJT 13F-HR 5/3/2023 000108514623002045
Q4 2022 90 167,580 IAU, IJJ, IJT, IJK 13F-HR 2/6/2023 000108514623000703
Q3 2022 83 142,623 IAU, IJJ, IJT, IJK 13F-HR 11/1/2022 000108514622003711
Q2 2022 89 142,267 IJJ, IAU, IJK, IJT 13F-HR 7/26/2022 000108514622002598
Q1 2022 95 158,833 IJJ, IAU, IVW, IJK 13F-HR 5/9/2022 000108514622001897
Q4 2021 95 159,924 IJJ, IVW, IJK, IJT 13F-HR 2/1/2022 000108514622000432
Q3 2021 428 157,097 IJJ, IJK, IVW, IJT 13F-HR 10/28/2021 000184427821000005
Q2 2021 402 153,973 IJJ, IJK, IVW, IJT 13F-HR 8/2/2021 000184427821000003
Q1 2021 383 140,224 IJJ, IJK, IJT, IVW 13F-HR 4/28/2021 000184427821000002
Q4 2020 360 124,215 IJK, IJJ, IVW, IJT 13F-HR 2/10/2021 000184427821000001