Sterling Financial Planning, Inc. Purchases in Q3 2025

Sterling Financial Planning, Inc.

  • $306 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
387
+ 0.31%
$131.47 - $143.64 $50.9K - $55.6K
124K $17.6M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.44K
+ 0.99%
$122.57 - $132.57 $177K - $191K
148K $19.2M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.98K
+ 1.11%
$91.28 - $97.59 $181K - $193K
180K $17.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.55K
+ 2.06%
$132.9 - $142.03 $206K - $220K
76.7K $10.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.46K
+ 0.89%
$29.2 - $32.74 $71.9K - $80.6K
280K $8.92M
IVV
Ishares Core S&P 500 ETF

ETFs
24
+ 0.19%
$620.67 - $670.08 $14.9K - $16.1K
12.6K $8.45M
QQQ
Invesco Qqq Trust, Series 1

ETFs
365
+ 5.33%
$546.99 - $602.2 $200K - $220K
7.21K $4.33M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.99K
+ 16.72%
$78.96 - $80.04 $473K - $479K
41.8K $3.34M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
5.56K
+ 2.12%
$30.16 - $31.29 $168K - $174K
267K $8.36M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.28K
+ 4.07%
$76.16 - $78.59 $326K - $336K
110K $8.56M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.66K
+ 7.78%
$78.11 - $79.07 $286K - $290K
50.8K $4.01M
VOE
Vanguard Mid Cap Value Index F

ETFs
226
+ 1.11%
$164.63 - $174.58 $37.2K - $39.5K
20.6K $3.59M
EPD
Enterprise Products Partners L.P.

Energy
7.48K
New
$30.74 - $32.14 $230K - $240K
7.48K $233K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.69K
+ 2.69%
$48.5 - $50.19 $82K - $84.9K
64.6K $3.24M
BNDX
Vanguard Total International B

ETFs
2.98K
+ 6.75%
$49.0 - $49.51 $146K - $148K
47.2K $2.34M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.25K
+ 5.11%
$49.78 - $50.75 $112K - $114K
46.2K $2.34M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.97K
+ 1.66%
$22.64 - $23.22 $67.3K - $69K
182K $4.21M
VTI
Vanguard Total Stock Market Et

ETFs
166
+ 23.92%
$303.93 - $329.86 $50.5K - $54.8K
860 $282K
XOM
Exxon Mobil Corp

Energy
29
+ 0.22%
$105.83 - $117.22 $3.07K - $3.4K
13.1K $1.47M
GD
General Dynamics Corp

Industrials
5
+ 0.45%
$293.92 - $341.0 $1.47K - $1.71K
1.12K $380K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
218
+ 3.48%
$49.43 - $54.52 $10.8K - $11.9K
6.48K $351K
O
Realty Income Corp

Real Estate
16
+ 0.13%
$56.13 - $60.79 $898 - $973
12.8K $777K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.23%
$357.4 - $423.42 $715 - $847
855 $346K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.06%
$133.81 - $152.16 $268 - $304
3.17K $445K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2
+ 0.03%
$78.88 - $85.2 $158 - $170
6.52K $543K
CVX
Chevron Corp

Energy
1
+ 0.05%
$145.57 - $161.83 $146 - $162
2.13K $330K
DFAR
Dimensional ETF Tr Dimensional

ETFs
122
+ 0.26%
$22.9 - $24.1 $2.79K - $2.94K
46.5K $1.11M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
28
+ 0.29%
$23.82 - $25.84 $667 - $724
9.67K $248K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1
+ 0.04%
$87.07 - $93.06 $87.1 - $93.1
2.65K $242K
VONV
Vanguard Russell 1000 Value Et

ETFs
12
+ 0.44%
$84.55 - $89.54 $1.01K - $1.07K
2.76K $246K
AMZN
Amazon Com Inc

Consumer Cyclical
50
+ 2.08%
$211.65 - $238.24 $10.6K - $11.9K
2.46K $539K
EMB
Ishares Tr

ETFs
11
+ 0.26%
$91.52 - $95.59 $1.01K - $1.05K
4.17K $396K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
134
+ 1.69%
$31.73 - $33.71 $4.25K - $4.52K
8.06K $271K
Dimensional ETF Trust
4.05K
+ 2.0%
N/A
207K $0
Cohen & Steers ETF Trust
12K
New
N/A
12K $0
Vanguard Wellington Fd
818
+ 2.79%
N/A
30.1K $0
PRU
Prudential Financial Inc

Financial Services
2
+ 0.1%
$100.68 - $109.89 $201 - $220
1.99K $206K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2
+ 0.06%
$59.29 - $62.87 $119 - $126
3.63K $217K
Activity Summary
Buys All Purchases 39 New Holdings 2 Increased Positions 37 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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