Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sterling Financial Planning, Inc. (CIK 1844278) reported $337.3M across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAU ($20.7M, 6.15%), IJJ ($20.4M, 6.05%), IJT ($18.8M, 5.57%), IJK ($18.7M, 5.53%), IVW ($16.8M, 4.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | $20.7M | 6.15% | 235,289 | Trimmed |
| 2 | IJJ | ISHARES TR | $20.4M | 6.05% | 153,885 | Added |
| 3 | IJT | ISHARES TR | $18.8M | 5.57% | 129,856 | Added |
| 4 | IJK | ISHARES TR | $18.7M | 5.53% | 185,467 | Added |
| 5 | IVW | ISHARES TR | $16.8M | 4.99% | 148,706 | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $16.3M | 4.82% | 308,128 | Trimmed |
| 7 | VYM | VANGUARD WHITEHALL FDS | $12.1M | 3.58% | 81,419 | Added |
| 8 | FNDX | SCHWAB STRATEGIC TR | $11.8M | 3.50% | 424,251 | Trimmed |
| 9 | DISV | DIMENSIONAL ETF TRUST | $11.7M | 3.47% | 296,369 | Trimmed |
| 10 | BIV | VANGUARD BD INDEX FDS | $11.1M | 3.28% | 143,377 | Added |
| 11 | DFSV | DIMENSIONAL ETF TRUST | $10.2M | 3.01% | 289,877 | Added |
| 12 | IJS | ISHARES TR | $9.1M | 2.69% | 76,707 | Trimmed |
| 13 | XBJA | INNOVATOR ETFS TRUST | $8.9M | 2.64% | 284,947 | Added |
| 14 | IVV | ISHARES TR | $8.1M | 2.40% | 12,401 | Trimmed |
| 15 | DFIP | DIMENSIONAL ETF TRUST | $7.1M | 2.11% | 170,748 | Added |
| 16 | DFEV | DIMENSIONAL ETF TRUST | $6.3M | 1.88% | 176,980 | Trimmed |
| 17 | DFGR | DIMENSIONAL ETF TRUST | $6.3M | 1.85% | 235,258 | Added |
| 18 | IVE | ISHARES TR | $4.8M | 1.43% | 22,858 | Trimmed |
| 19 | IJH | ISHARES TR | $4.7M | 1.38% | 68,967 | Trimmed |
| 20 | GLD | SPDR GOLD TR | $4.6M | 1.36% | 10,661 | Trimmed |
| 21 | BSV | VANGUARD BD INDEX FDS | $4.6M | 1.36% | 58,630 | Added |
| 22 | EFG | ISHARES TR | $4.5M | 1.34% | 40,694 | Trimmed |
| 23 | GOVT | ISHARES TR | $4.4M | 1.31% | 192,211 | Added |
| 24 | VCSH | VANGUARD SCOTTSDALE FDS | $4.4M | 1.31% | 55,601 | Added |
| 25 | QQQ | INVESCO QQQ TR | $4.0M | 1.19% | 6,969 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31