Sterling Financial Planning, Inc. Purchases in Q2 2025

Sterling Financial Planning, Inc.

  • $289 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
1.17K
+ 0.75%
$82.96 - $110.1 $96.6K - $128K
156K $17.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5.86K
+ 4.96%
$108.87 - $133.04 $637K - $779K
124K $16.5M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.68K
+ 2.11%
$73.7 - $90.98 $271K - $335K
178K $16.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
44.8K
+ 19.23%
$24.21 - $29.47 $1.08M - $1.32M
278K $8.17M
DISV
Dimensional ETF Tr Dimensional

ETFs
8.4K
+ 2.9%
$25.93 - $32.91 $218K - $276K
298K $9.81M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
6.63K
+ 4.75%
$103.88 - $123.68 $689K - $820K
146K $18.1M
DFIV
Dimensional ETF Tr

ETFs
5.92K
+ 1.88%
$34.67 - $43.21 $205K - $256K
321K $13.8M
RTX
Raytheon Technologies Corp

Industrials
7.3K
+ 136.18%
$113.75 - $148.48 $830K - $1.08M
12.7K $1.85M
FNDX
Schwab Fundamental U S Large C

ETFs
25.8K
+ 6.32%
$20.84 - $24.54 $538K - $633K
434K $10.7M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
11.8K
+ 4.71%
$25.77 - $30.14 $303K - $355K
262K $7.89M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
9.97K
+ 5.68%
$23.66 - $29.99 $236K - $299K
186K $5.57M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.48K
+ 15.46%
$216.28 - $284.39 $319K - $420K
11K $3.13M
IVV
Ishares Core S&P 500 ETF

ETFs
9
+ 0.07%
$498.8 - $620.9 $4.49K - $5.59K
12.6K $7.82M
QQQ
Invesco Qqq Trust, Series 1

ETFs
83
+ 1.23%
$416.06 - $551.64 $34.5K - $45.8K
6.84K $3.77M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.85K
+ 3.79%
$75.05 - $77.34 $289K - $298K
105K $8.14M
ORCL
Oracle Corp

Technology
1.39K
New
$122.82 - $218.63 $170K - $303K
1.39K $303K
DGS
Wisdomtree Emerging Markets Sm

ETFs
141
+ 0.35%
$43.34 - $55.24 $6.11K - $7.79K
40.1K $2.21M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
900
New
$177.93 - $313.14 $160K - $282K
900 $281K
DFIP
Dimensional ETF Tr Inflation P

ETFs
7.59K
+ 6.07%
$41.11 - $42.42 $312K - $322K
133K $5.54M
VBK
Vanguard Small Cap Growth ETF

ETFs
175
+ 2.16%
$219.76 - $276.94 $38.5K - $48.5K
8.28K $2.29M
GE
General Electric CO

Industrials
930
New
$166.81 - $257.39 $155K - $239K
930 $239K
TSLA
Tesla, Inc.

Consumer Cyclical
738
New
$221.86 - $362.89 $164K - $268K
738 $234K
IJS
Ishares S&P Smallcap 600 Value

ETFs
567
+ 0.71%
$83.54 - $100.04 $47.4K - $56.7K
80.6K $8.02M
VTI
Vanguard Total Stock Market Et

ETFs
694
New
$243.75 - $303.93 $169K - $211K
694 $210K
IWB
Ishares Tr Russell 1000 ETF

ETFs
589
New
$272.36 - $339.57 $160K - $200K
589 $200K
VOE
Vanguard Mid Cap Value Index F

ETFs
674
+ 3.43%
$141.87 - $164.49 $95.6K - $111K
20.3K $3.34M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.44K
+ 4.19%
$77.94 - $79.5 $112K - $115K
35.8K $2.85M
VBR
Vanguard Small Cap Value ETF

ETFs
24
+ 0.2%
$162.76 - $195.77 $3.91K - $4.7K
11.8K $2.29M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.79K
+ 4.24%
$49.57 - $50.27 $88.7K - $89.9K
44K $2.21M
NVDA
Nvidia Corp

Technology
78
+ 4.21%
$94.31 - $157.99 $7.36K - $12.3K
1.93K $304K
DFUS
Dimensional ETF Tr U S Equity

ETFs
575
+ 5.68%
$53.65 - $67.02 $30.8K - $38.5K
10.7K $716K
BNDX
Vanguard Total International B

ETFs
1.31K
+ 3.05%
$48.77 - $49.55 $63.8K - $64.9K
44.2K $2.19M
AMZN
Amazon Com Inc

Consumer Cyclical
101
+ 4.38%
$167.32 - $223.3 $16.9K - $22.6K
2.41K $528K
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.24K
+ 5.07%
$20.99 - $23.93 $47K - $53.6K
46.4K $1.09M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
134
+ 1.72%
$27.24 - $33.15 $3.65K - $4.44K
7.93K $261K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15
+ 0.24%
$39.89 - $49.46 $598 - $742
6.26K $309K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
28
+ 0.29%
$19.1 - $23.83 $535 - $667
9.64K $229K
MMM
3 M CO

Industrials
1
+ 0.02%
$126.09 - $154.15 $126 - $154
4.37K $664K
GD
General Dynamics Corp

Industrials
5
+ 0.45%
$247.68 - $291.66 $1.24K - $1.46K
1.11K $324K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.06%
$152.42 - $182.82 $152 - $183
1.82K $332K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.06K
+ 0.6%
$22.54 - $23.17 $23.9K - $24.6K
179K $4.11M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2
+ 0.03%
$66.87 - $79.47 $134 - $159
6.52K $517K
VONV
Vanguard Russell 1000 Value Et

ETFs
26
+ 0.95%
$73.19 - $85.21 $1.9K - $2.22K
2.75K $234K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2
+ 0.06%
$54.27 - $63.01 $109 - $126
3.63K $227K
Vanguard Wellington Fd
902
+ 3.17%
N/A
29.3K $0
Calamos ETF Tr
2.13K
+ 18.86%
N/A
13.5K $0
Lam Research Corp
2.22K
New
N/A
2.22K $0
Dimensional ETF Trust
15.5K
+ 8.27%
N/A
203K $0
Dimensional ETF Trust
6.36K
+ 25.43%
N/A
31.3K $0
Activity Summary
Buys All Purchases 57 New Holdings 8 Increased Positions 49 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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