STERLING INVESTMENT ADVISORS LLC /ADV: 13F holdings
CIK 10091982026Q2
| Positions | 38 |
|---|
| Reported value | $222.6m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 38 (-2 vs prior quarter) |
|---|
| Reported value | $222.6m (+6.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IEFA ISHARES TR | 412,090 | $39.8m | 17.9% |
| IVV ISHARES TR | 38,431 | $28.8m | 12.9% |
| IEMG ISHARES INC | 251,520 | $20.8m | 9.4% |
| SGOV ISHARES TR | 188,608 | $19.0m | 8.5% |
| VTV VANGUARD INDEX FDS | 62,968 | $13.7m | 6.2% |
| LEMB ISHARES INC | 282,195 | $12.0m | 5.4% |
| IJH ISHARES TR | 121,581 | $9.4m | 4.2% |
| QLTA ISHARES TR | 180,540 | $8.6m | 3.9% |
| STIP ISHARES TR | 80,324 | $8.2m | 3.7% |
| TIP ISHARES TR | 65,888 | $7.2m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1009198")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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