Sterling Financial Planning, Inc. Incresed Positions in Q4 2024

Sterling Financial Planning, Inc.

  • $264 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
35.9K
+ 103.84%
$48.91 - $50.61 $1.76M - $1.82M
70.5K $3.46M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
57.8K
+ 36.91%
$22.39 - $23.45 $1.29M - $1.36M
214K $4.93M
TIP
Ishares Tr Tips Bd ETF

ETFs
10.3K
+ 70.59%
$106.33 - $110.69 $1.1M - $1.15M
25K $2.66M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12.7K
+ 28.83%
$77.02 - $78.58 $975K - $995K
56.6K $4.37M
MUB
Ishares National Muni Bond ETF

ETFs
5.82K
+ 33.38%
$105.78 - $108.7 $615K - $632K
23.2K $2.48M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.5K
+ 22.58%
$49.79 - $51.14 $573K - $589K
62.5K $3.13M
AAPL
Apple Inc.

Technology
883
+ 5.86%
$221.69 - $259.02 $196K - $229K
16K $3.99M
IDV
Ishares Tr

ETFs
26.3K
+ 27.85%
$27.03 - $29.92 $710K - $786K
121K $3.3M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
7.96K
+ 3.58%
$28.22 - $28.78 $225K - $229K
230K $6.62M
DFSV
Dimensional ETF Tr Dimensional

ETFs
9.55K
+ 4.89%
$30.18 - $33.87 $288K - $323K
205K $6.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.91K
+ 43.84%
$26.63 - $30.23 $211K - $239K
26K $691K
MSFT
Microsoft Corp

Technology
296
+ 8.66%
$406.35 - $454.46 $120K - $135K
3.71K $1.57M
JPM
Jpmorgan Chase & CO

Financial Services
112
+ 5.73%
$205.18 - $250.29 $23K - $28K
2.07K $495K
GOOGL
Alphabet Inc.

Communication Services
48
+ 1.77%
$161.86 - $196.66 $7.77K - $9.44K
2.77K $523K
MRK
Merck & Co., Inc.

Healthcare
975
+ 46.34%
$96.31 - $114.76 $93.9K - $112K
3.08K $306K
GOOG
Alphabet Inc.

Communication Services
50
+ 2.64%
$163.08 - $198.16 $8.15K - $9.91K
1.94K $369K
FNDC
Schwab Fundamental Intl Small

ETFs
9.45K
+ 13.99%
$33.92 - $38.03 $320K - $359K
77K $2.63M
BND
Vanguard Bd Index Fd Inc Total

ETFs
983
+ 13.88%
$71.75 - $75.11 $70.5K - $73.8K
8.07K $580K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
643
+ 0.89%
$61.68 - $67.87 $39.7K - $43.6K
72.7K $4.53M
CVX
Chevron Corp

Energy
262
+ 16.33%
$141.15 - $162.53 $37K - $42.6K
1.87K $270K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.13K
+ 1.3%
$90.66 - $99.46 $193K - $212K
166K $15.1M
PEP
Pepsico Inc

Consumer Defensive
496
+ 18.47%
$151.29 - $176.1 $75K - $87.3K
3.18K $483K
QUAL
Ishares Msci Usa Quality Facto

ETFs
151
+ 9.86%
$176.42 - $186.91 $26.6K - $28.2K
1.68K $299K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
469
+ 0.68%
$126.68 - $134.74 $59.4K - $63.2K
69.9K $8.91M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
600
+ 2.23%
$77.86 - $79.27 $46.7K - $47.6K
27.5K $2.15M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.4K
+ 201.07%
$22.01 - $66.82 $141K - $428K
9.58K $217K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
50
+ 1.9%
$86.65 - $94.9 $4.33K - $4.75K
2.68K $232K
IBM
International Business Machines Corp

Technology
18
+ 0.83%
$204.9 - $238.04 $3.69K - $4.28K
2.18K $480K
Vanguard Wellington Fd
4.86K
+ 23.4%
N/A
25.6K $0
Dimensional ETF Trust
7.47K
+ 4.5%
N/A
173K $0
Dimensional ETF Trust
1.16K
+ 5.63%
N/A
21.8K $0
VONV
Vanguard Russell 1000 Value Et

ETFs
14
+ 0.52%
$80.87 - $87.69 $1.13K - $1.23K
2.72K $221K
EMB
Ishares Tr

ETFs
5
+ 0.11%
$88.94 - $93.46 $445 - $467
4.36K $388K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
90
+ 1.46%
$44.04 - $49.49 $3.96K - $4.45K
6.25K $275K
RTX
Raytheon Technologies Corp

Industrials
27
+ 0.52%
$114.45 - $127.21 $3.09K - $3.43K
5.18K $599K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
65
+ 0.84%
$28.33 - $31.77 $1.84K - $2.07K
7.79K $220K
XOM
Exxon Mobil Corp

Energy
491
+ 5.97%
$105.51 - $125.37 $51.8K - $61.6K
8.71K $937K
OTIS
Otis Worldwide Corp

Industrials
13
+ 0.52%
$92.57 - $106.01 $1.2K - $1.38K
2.51K $232K
DFIS
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.03%
$24.25 - $26.7 $97 - $107
13.1K $321K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
33
+ 0.09%
$48.33 - $49.08 $1.59K - $1.62K
37.6K $1.82M
GD
General Dynamics Corp

Industrials
5
+ 0.46%
$260.28 - $314.03 $1.3K - $1.57K
1.1K $290K
CARR
Carrier Global Corp

Industrials
27
+ 0.54%
$66.69 - $82.65 $1.8K - $2.23K
5.03K $343K
DFAR
Dimensional ETF Tr Dimensional

ETFs
48
+ 0.12%
$22.72 - $25.76 $1.09K - $1.24K
41.2K $957K
VOE
Vanguard Mid Cap Value Index F

ETFs
27
+ 0.14%
$160.89 - $176.18 $4.34K - $4.76K
19.7K $3.18M
VNQ
Vanguard Specialized Funds Van

ETFs
1.52K
+ 4.81%
$87.85 - $98.6 $134K - $150K
33.2K $2.96M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
75
+ 0.36%
$60.13 - $67.31 $4.51K - $5.05K
21.1K $1.28M
DGS
Wisdomtree Emerging Markets Sm

ETFs
395
+ 0.99%
$48.87 - $53.53 $19.3K - $21.1K
40.3K $1.97M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2.39K
+ 1.57%
$26.16 - $29.13 $62.4K - $69.5K
155K $4.05M
FNDX
Schwab Fundamental U S Large C

ETFs
262K
+ 192.63%
$23.49 - $71.77 $6.15M - $18.8M
397K $9.41M
Activity Summary
Buys All Purchases 56 New Holdings 4 Increased Positions 52 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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