Sponsored

The Analysis of Sterling Financial Planning, Inc.'s Holdings & P&L

Currently, Sterling Financial Planning, Inc. holds 117 types of securities in its portfolio with a total value $337.3M. In the most recent quarter, they have increased their positions in BIV (+13.9K shares, valued at $1.1M), VCSH (+9.1K shares, valued at $719.2K), DFIP (+16.1K shares, valued at $669.9K); decreased their positions in N/A (-22.6K shares, valued at $2.0M), DFIV (-10.8K shares, valued at $568.5K), GLD (-1.1K shares, valued at $454.8K); initiated new positions in ABT (+4.4K shares, valued at $449.1K), VDE (+1.3K shares, valued at $225.6K), UFEB (+5.7K shares, valued at $205.2K).

1M P&L

+7.0M+2.20%

3M P&L

+2.0M+0.61%

HY P&L

+26.9M+9.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A283.2M

92.6%

2Consumer Electronics4.0M

1.3%

3Drug Manufacturers - General3.4M

1.1%

Top Industries by Stock Count

1N/A71 stocks

68.3%

2Drug Manufacturers - General3 stocks

2.9%

3Farm & Heavy Construction Machinery2 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES GOLD TR ISHARES GOLD TR235.3K shares-8.78%2026-03-312026-05-06

IJJ ISHARES TR153.9K shares0.59%2026-03-312026-05-06

IJT ISHARES TR129.9K shares0.78%2026-03-312026-05-06

IJK ISHARES TR185.5K shares0.90%2026-03-312026-05-06

IVW ISHARES TR148.7K shares1.95%2026-03-312026-05-06

DFIV DIMENSIONAL ETF TRUST308.1K shares-3.38%2026-03-312026-05-06

VYM VANGUARD WHITEHALL FDS81.4K shares3.00%2026-03-312026-05-06

FNDX SCHWAB STRATEGIC TR424.3K shares-1.91%2026-03-312026-05-06

Sponsored

DISV DIMENSIONAL ETF TRUST296.4K shares-0.16%2026-03-312026-05-06

BIV VANGUARD BD INDEX FDS143.4K shares10.71%2026-03-312026-05-06

DFSV DIMENSIONAL ETF TRUST289.9K shares1.11%2026-03-312026-05-06

IJS ISHARES TR76.7K shares-2.98%2026-03-312026-05-06

XBJA INNOVATOR ETFS TRUST284.9K shares3.67%2026-03-312026-05-06

IVV ISHARES TR12.4K shares-0.80%2026-03-312026-05-06

DFIP DIMENSIONAL ETF TRUST170.7K shares10.38%2026-03-312026-05-06

DFEV DIMENSIONAL ETF TRUST177.0K shares-1.65%2026-03-312026-05-06

Sponsored

DFGR DIMENSIONAL ETF TRUST235.3K shares7.24%2026-03-312026-05-06

IVE ISHARES TR22.9K shares-0.45%2026-03-312026-05-06

IJH ISHARES TR69.0K shares-2.60%2026-03-312026-05-06

BSV VANGUARD BD INDEX FDS58.6K shares11.33%2026-03-312026-05-06

GLD SPDR GOLD TR10.7K shares-9.02%2026-03-312026-05-06

EFG ISHARES TR40.7K shares-0.21%2026-03-312026-05-06

VCSH VANGUARD SCOTTSDALE FDS55.6K shares19.50%2026-03-312026-05-06

GOVT ISHARES TR192.2K shares2.07%2026-03-312026-05-06

Sponsored

INVESCO QQQ TR INVESCO QQQ TR7.0K shares-0.90%2026-03-312026-05-06

VOE VANGUARD INDEX FDS21.8K shares5.05%2026-03-312026-05-06

AAPL APPLE INC15.7K shares-1.09%2026-03-312026-05-06

VTEB VANGUARD MUN BD FDS77.4K shares4.51%2026-03-312026-05-06

VTES VANGUARD WELLINGTON FD33.0K shares3.67%2026-03-312026-05-06

IDV ISHARES TR75.4K shares-6.69%2026-03-312026-05-06

VOT VANGUARD INDEX FDS11.3K shares0.06%2026-03-312026-05-06

BNDX VANGUARD CHARLOTTE FDS59.4K shares14.39%2026-03-312026-05-06

Sponsored

VNQ VANGUARD INDEX FDS31.9K shares1.87%2026-03-312026-05-06

VTIP VANGUARD MALVERN FDS56.1K shares10.34%2026-03-312026-05-06

VBK VANGUARD INDEX FDS8.5K shares2.91%2026-03-312026-05-06

FNDC SCHWAB STRATEGIC TR53.1K shares-7.47%2026-03-312026-05-06

DGS WISDOMTREE TR39.6K shares-0.67%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON9.7K shares-5.30%2026-03-312026-05-06

VBR VANGUARD INDEX FDS10.4K shares-9.16%2026-03-312026-05-06

XOM EXXON MOBIL CORP13.0K shares-0.31%2026-03-312026-05-06

Sponsored

VEA VANGUARD TAX-MANAGED FDS28.8K shares-2.43%2026-03-312026-05-06

MUB ISHARES TR16.3K shares-0.03%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T2.6K shares-1.26%2026-03-312026-05-06

TIP ISHARES TR14.3K shares-3.98%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T30.5K shares0.02%2026-03-312026-05-06

IJR ISHARES TR11.1K shares-0.94%2026-03-312026-05-06

SCZ ISHARES TR16.6K shares-6.25%2026-03-312026-05-06

MSFT MICROSOFT CORP3.3K shares-3.68%2026-03-312026-05-06

Sponsored

DFAR DIMENSIONAL ETF TRUST50.2K shares5.16%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares0.00%2026-03-312026-05-06

DFLV DIMENSIONAL ETF TRUST28.4K shares4.63%2026-03-312026-05-06

RTX RTX CORPORATION5.2K shares0.00%2026-03-312026-05-06

SIGI SELECTIVE INS GROUP INC10.9K shares-4.87%2026-03-312026-05-06

O REALTY INCOME CORP12.8K shares0.12%2026-03-312026-05-06

VUG VANGUARD INDEX FDS1.8K shares2.24%2026-03-312026-05-06

ALPHABET INC ALPHABET INC2.7K shares-1.85%2026-03-312026-05-06

Sponsored

DFUS DIMENSIONAL ETF TRUST10.4K shares0.12%2026-03-312026-05-06

LLY ELI LILLY & CO777 shares0.00%2026-03-312026-05-06

PJAN INNOVATOR ETFS TRUST15.0K shares0.20%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION641 shares21.86%2026-03-312026-05-06

MMM 3M CO4.4K shares0.00%2026-03-312026-05-06

CPSY CALAMOS ETF TR25.0K shares44.58%2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS2.9K shares0.00%2026-03-312026-05-06

META META PLATFORMS INC1.0K shares3.77%2026-03-312026-05-06

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.1K shares-0.65%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO2.0K shares0.00%2026-03-312026-05-06

AMZN AMAZON COM INC2.7K shares2.13%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.1K shares-7.51%2026-03-312026-05-06

MDYV SPDR SERIES TRUST6.5K shares-0.26%2026-03-312026-05-06

VO VANGUARD INDEX FDS1.9K shares2.14%2026-03-312026-05-06

ALPHABET INC ALPHABET INC1.7K shares-3.03%2026-03-312026-05-06

SCHE SCHWAB STRATEGIC TR15.0K shares-1.41%2026-03-312026-05-06

Sponsored

PEP PEPSICO INC3.2K shares0.13%2026-03-312026-05-06

DE DEERE & CO862 shares-1.82%2026-03-312026-05-06

PFS PROVIDENT FINL SVCS INC21.7K shares-13.72%2026-03-312026-05-06

ABT ABBOTT LABORATORIES4.4K sharesnew addition2026-03-312026-05-06

CSRE COHEN & STEERS ETF TRUST15.9K shares7.25%2026-03-312026-05-06

CVX CHEVRON CORPORATION2.0K shares-6.48%2026-03-312026-05-06

PG PROCTER & GAMBLE CO2.8K shares-2.16%2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.00%2026-03-312026-05-06

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares0.36%2026-03-312026-05-06

DFIS DIMENSIONAL ETF TRUST10.8K shares-6.86%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC3.0K shares0.00%2026-03-312026-05-06

EMB ISHARES TR3.8K shares0.18%2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F6.4K shares-3.16%2026-03-312026-05-06

NVDA NVIDIA CORPORATION1.9K shares0.00%2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC6.3K shares0.00%2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP1.4K shares0.00%2026-03-312026-05-06

Sponsored

UAUG INNOVATOR ETFS TRUST7.7K shares0.00%2026-03-312026-05-06

QUAL ISHARES TR1.6K shares0.06%2026-03-312026-05-06

XBAP INNOVATOR ETFS TRUST7.7K shares0.00%2026-03-312026-05-06

DVY ISHARES TR1.9K shares0.00%2026-03-312026-05-06

EPD ENTERPRISE PRODS PARTNERS L7.6K shares0.73%2026-03-312026-05-06

CARR CARRIER GLOBAL CORPORATION5.0K shares0.00%2026-03-312026-05-06

HD HOME DEPOT INC860 shares0.35%2026-03-312026-05-06

IDHQ INVESCO EXCH TRADED FD TR II7.9K shares-3.13%2026-03-312026-05-06

Sponsored

ABBV ABBVIE INC1.3K shares0.00%2026-03-312026-05-06

VTI VANGUARD INDEX FDS872 shares1.28%2026-03-312026-05-06

MCD MCDONALDS CORP895 shares-5.29%2026-03-312026-05-06

LOW LOWES COS INC1.2K shares0.00%2026-03-312026-05-06

PEG PUBLIC SVC ENTERPRISE GROUP3.3K shares0.00%2026-03-312026-05-06

GE AEROSPACE GE AEROSPACE925 shares0.00%2026-03-312026-05-06

VONV VANGUARD SCOTTSDALE FDS2.8K shares0.43%2026-03-312026-05-06

TSLA TESLA INC695 shares-5.18%2026-03-312026-05-06

Sponsored

CPSJ CALAMOS ETF TR9.4K shares0.00%2026-03-312026-05-06

MDYG SPDR SERIES TRUST2.6K shares-0.38%2026-03-312026-05-06

CAT CATERPILLAR INC351 shares-5.39%2026-03-312026-05-06

SCHB SCHWAB STRATEGIC TR9.7K shares0.29%2026-03-312026-05-06

ES EVERSOURCE ENERGY3.5K shares0.00%2026-03-312026-05-06

VDE VANGUARD WORLD FD1.3K sharesnew addition2026-03-312026-05-06

CPST CALAMOS ETF TR8.0K shares0.00%2026-03-312026-05-06

BND VANGUARD BD INDEX FDS2.9K shares-63.36%2026-03-312026-05-06

Sponsored

IWB ISHARES TR589 shares0.00%2026-03-312026-05-06

CSCO CISCO SYS INC2.7K shares0.00%2026-03-312026-05-06

UFEB INNOVATOR ETFS TRUST5.7K sharesnew addition2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS337 shares-0.59%2026-03-312026-05-06

BDJ BLACKROCK ENHANCED EQUITY DI13.8K shares0.00%2026-03-312026-05-06

ISHARES GOLD TR

-8.78%

Shares235.3K

Event2026-03-31

Filed2026-05-06

IJJ

ISHARES TR

0.59%

Shares153.9K

Event2026-03-31

Filed2026-05-06

IJT

ISHARES TR

0.78%

Shares129.9K

Event2026-03-31

Filed2026-05-06

IJK

ISHARES TR

0.90%

Shares185.5K

Event2026-03-31

Filed2026-05-06

IVW

ISHARES TR

1.95%

Shares148.7K

Event2026-03-31

Filed2026-05-06

DFIV

DIMENSIONAL ETF TRUST

-3.38%

Shares308.1K

Event2026-03-31

Filed2026-05-06

VYM

VANGUARD WHITEHALL FDS

3.00%

Shares81.4K

Event2026-03-31

Filed2026-05-06

FNDX

SCHWAB STRATEGIC TR

-1.91%

Shares424.3K

Event2026-03-31

Filed2026-05-06

DISV

DIMENSIONAL ETF TRUST

-0.16%

Shares296.4K

Event2026-03-31

Filed2026-05-06

BIV

VANGUARD BD INDEX FDS

10.71%

Shares143.4K

Event2026-03-31

Filed2026-05-06

DFSV

DIMENSIONAL ETF TRUST

1.11%

Shares289.9K

Event2026-03-31

Filed2026-05-06

IJS

ISHARES TR

-2.98%

Shares76.7K

Event2026-03-31

Filed2026-05-06

XBJA

INNOVATOR ETFS TRUST

3.67%

Shares284.9K

Event2026-03-31

Filed2026-05-06

IVV

ISHARES TR

-0.80%

Shares12.4K

Event2026-03-31

Filed2026-05-06

DFIP

DIMENSIONAL ETF TRUST

10.38%

Shares170.7K

Event2026-03-31

Filed2026-05-06

DFEV

DIMENSIONAL ETF TRUST

-1.65%

Shares177.0K

Event2026-03-31

Filed2026-05-06

DFGR

DIMENSIONAL ETF TRUST

7.24%

Shares235.3K

Event2026-03-31

Filed2026-05-06

IVE

ISHARES TR

-0.45%

Shares22.9K

Event2026-03-31

Filed2026-05-06

IJH

ISHARES TR

-2.60%

Shares69.0K

Event2026-03-31

Filed2026-05-06

BSV

VANGUARD BD INDEX FDS

11.33%

Shares58.6K

Event2026-03-31

Filed2026-05-06

GLD

SPDR GOLD TR

-9.02%

Shares10.7K

Event2026-03-31

Filed2026-05-06

EFG

ISHARES TR

-0.21%

Shares40.7K

Event2026-03-31

Filed2026-05-06

VCSH

VANGUARD SCOTTSDALE FDS

19.50%

Shares55.6K

Event2026-03-31

Filed2026-05-06

GOVT

ISHARES TR

2.07%

Shares192.2K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

-0.90%

Shares7.0K

Event2026-03-31

Filed2026-05-06

VOE

VANGUARD INDEX FDS

5.05%

Shares21.8K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

-1.09%

Shares15.7K

Event2026-03-31

Filed2026-05-06

VTEB

VANGUARD MUN BD FDS

4.51%

Shares77.4K

Event2026-03-31

Filed2026-05-06

VTES

VANGUARD WELLINGTON FD

3.67%

Shares33.0K

Event2026-03-31

Filed2026-05-06

IDV

ISHARES TR

-6.69%

Shares75.4K

Event2026-03-31

Filed2026-05-06

VOT

VANGUARD INDEX FDS

0.06%

Shares11.3K

Event2026-03-31

Filed2026-05-06

BNDX

VANGUARD CHARLOTTE FDS

14.39%

Shares59.4K

Event2026-03-31

Filed2026-05-06

VNQ

VANGUARD INDEX FDS

1.87%

Shares31.9K

Event2026-03-31

Filed2026-05-06

VTIP

VANGUARD MALVERN FDS

10.34%

Shares56.1K

Event2026-03-31

Filed2026-05-06

VBK

VANGUARD INDEX FDS

2.91%

Shares8.5K

Event2026-03-31

Filed2026-05-06

FNDC

SCHWAB STRATEGIC TR

-7.47%

Shares53.1K

Event2026-03-31

Filed2026-05-06

DGS

WISDOMTREE TR

-0.67%

Shares39.6K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON

-5.30%

Shares9.7K

Event2026-03-31

Filed2026-05-06

VBR

VANGUARD INDEX FDS

-9.16%

Shares10.4K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

-0.31%

Shares13.0K

Event2026-03-31

Filed2026-05-06

VEA

VANGUARD TAX-MANAGED FDS

-2.43%

Shares28.8K

Event2026-03-31

Filed2026-05-06

MUB

ISHARES TR

-0.03%

Shares16.3K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

-1.26%

Shares2.6K

Event2026-03-31

Filed2026-05-06

TIP

ISHARES TR

-3.98%

Shares14.3K

Event2026-03-31

Filed2026-05-06

INVESCO EXCHANGE TRADED FD T

0.02%

Shares30.5K

Event2026-03-31

Filed2026-05-06

IJR

ISHARES TR

-0.94%

Shares11.1K

Event2026-03-31

Filed2026-05-06

SCZ

ISHARES TR

-6.25%

Shares16.6K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

-3.68%

Shares3.3K

Event2026-03-31

Filed2026-05-06

DFAR

DIMENSIONAL ETF TRUST

5.16%

Shares50.2K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-06

DFLV

DIMENSIONAL ETF TRUST

4.63%

Shares28.4K

Event2026-03-31

Filed2026-05-06

RTX

RTX CORPORATION

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-06

SIGI

SELECTIVE INS GROUP INC

-4.87%

Shares10.9K

Event2026-03-31

Filed2026-05-06

REALTY INCOME CORP

0.12%

Shares12.8K

Event2026-03-31

Filed2026-05-06

VUG

VANGUARD INDEX FDS

2.24%

Shares1.8K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

-1.85%

Shares2.7K

Event2026-03-31

Filed2026-05-06

DFUS

DIMENSIONAL ETF TRUST

0.12%

Shares10.4K

Event2026-03-31

Filed2026-05-06

LLY

ELI LILLY & CO

0.00%

Shares777

Event2026-03-31

Filed2026-05-06

PJAN

INNOVATOR ETFS TRUST

0.20%

Shares15.0K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

21.86%

Shares641

Event2026-03-31

Filed2026-05-06

MMM

3M CO

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-06

CPSY

CALAMOS ETF TR

44.58%

Shares25.0K

Event2026-03-31

Filed2026-05-06

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-06