Sterling Financial Planning, Inc. Incresed Positions in Q3 2024

Sterling Financial Planning, Inc.

  • $263 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4.94K
+ 3.75%
$111.9 - $124.28 $553K - $614K
137K $16.9M
IAU
Ishares Gold Trust

ETFs
544
+ 0.17%
$44.06 - $50.5 $24K - $27.5K
330K $16.4M
DFIV
Dimensional ETF Tr

ETFs
30.8K
+ 11.91%
$34.66 - $38.38 $1.07M - $1.18M
289K $11M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.37K
+ 3.06%
$127.29 - $141.5 $428K - $476K
113K $15.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
27.7K
+ 12.56%
$26.06 - $29.18 $723K - $809K
248K $7.22M
DFSV
Dimensional ETF Tr Dimensional

ETFs
23.4K
+ 13.6%
$28.25 - $31.7 $660K - $740K
195K $6.01M
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.34K
+ 2.72%
$84.81 - $93.54 $368K - $406K
164K $15.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
990
+ 1.45%
$117.9 - $128.2 $117K - $127K
69.4K $8.9M
DFIP
Dimensional ETF Tr Inflation P

ETFs
14.6K
+ 16.87%
$40.69 - $42.46 $595K - $621K
101K $4.28M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.68K
+ 5.17%
$74.26 - $78.84 $348K - $369K
95.3K $7.47M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
13.1K
+ 6.25%
$26.96 - $28.34 $352K - $370K
222K $6.29M
EFG
Msci Eafe Growth ETF

ETFs
1.39K
+ 3.45%
$96.84 - $108.77 $135K - $151K
41.8K $4.49M
VOE
Vanguard Mid Cap Value Index F

ETFs
31
+ 0.16%
$149.02 - $167.67 $4.62K - $5.2K
19.7K $3.29M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.06K
+ 5.42%
$22.38 - $23.66 $180K - $191K
157K $3.67M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.47K
+ 5.95%
$76.38 - $78.87 $188K - $195K
43.9K $3.46M
BNDX
Vanguard Total International B

ETFs
4.27K
+ 14.09%
$48.42 - $50.35 $207K - $215K
34.6K $1.74M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.63K
+ 10.85%
$76.94 - $79.54 $203K - $210K
26.9K $2.14M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.89K
+ 6.02%
$49.93 - $51.15 $144K - $148K
51K $2.61M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.45K
+ 6.98%
$48.06 - $49.39 $118K - $121K
37.6K $1.85M
DGS
Wisdomtree Emerging Markets Sm

ETFs
739
+ 1.89%
$48.46 - $54.37 $35.8K - $40.2K
39.9K $2.14M
META
Meta Platforms, Inc.

Communication Services
20
+ 1.28%
$453.41 - $572.44 $9.07K - $11.4K
1.58K $902K
DFUS
Dimensional ETF Tr U S Equity

ETFs
753
+ 8.94%
$56.04 - $62.2 $42.2K - $46.8K
9.17K $570K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
10
+ 0.15%
$71.9 - $79.86 $719 - $799
6.53K $519K
VUG
Vanguard Growth ETF

ETFs
20
+ 1.01%
$341.08 - $391.94 $6.82K - $7.84K
2.01K $770K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11
+ 0.18%
$41.9 - $48.26 $461 - $531
6.16K $294K
EMB
Ishares Tr

ETFs
10
+ 0.23%
$87.75 - $93.74 $878 - $937
4.36K $407K
VONV
Vanguard Russell 1000 Value Et

ETFs
28
+ 1.04%
$76.07 - $83.33 $2.13K - $2.33K
2.71K $225K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3
+ 0.06%
$54.38 - $59.77 $163 - $179
4.95K $293K
GD
General Dynamics Corp

Industrials
4
+ 0.37%
$279.51 - $308.09 $1.12K - $1.23K
1.1K $331K
Dimensional ETF Trust
10.6K
+ 104.27%
N/A
20.7K $0
Vanguard Wellington Fd
1.72K
+ 8.99%
N/A
20.8K $0
Dimensional ETF Trust
14.6K
+ 9.67%
N/A
166K $0
MSFT
Microsoft Corp

Technology
106
+ 3.2%
$395.15 - $467.56 $41.9K - $49.6K
3.42K $1.47M
AMZN
Amazon Com Inc

Consumer Cyclical
63
+ 2.08%
$161.02 - $200.0 $10.1K - $12.6K
3.09K $575K
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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