Sterling Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Champaign, IL
CIK
0002011149
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 111 267,894 VTI, DUSB, DFAT, VEA 13F-HR 11/14/2024 000117266124005120
Q2 2024 101 210,683 VTI, DUSB, DFUV, VEA 13F-HR 8/14/2024 000117266124003487
Q1 2024 96 200,958 VTI, DUSB, DFUV, VEA 13F-HR 5/15/2024 000117266124002461
Q4 2023 93 177,771 VTI, DIMENSIONAL ETF TRUST, DFUV, VEA 13F-HR 2/14/2024 000117266124001289