STERLING INVESTMENT ADVISORS LLC /ADV
41 holdingsFiling period: 2026-03-31Current AUM: $222.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 403.8K | $36.6M | $39.7M | 17.85% | -10,666 | 2026-03-31 |
| 2 | IVV | ISHARES TR | 38.8K | $25.4M | $29.1M | 13.11% | +947 | 2026-03-31 |
| 3 | IEMG | ISHARES INC | 266.2K | $18.6M | $20.7M | 9.30% | -11,909 | 2026-03-31 |
| 4 | SGOV | ISHARES TR | 182.8K | $18.4M | $18.4M | 8.28% | +5.0K | 2026-03-31 |
| 5 | VTV | VANGUARD INDEX FDS | 62.6K | $12.3M | $13.8M | 6.19% | +1.1K | 2026-03-31 |
| 6 | LEMB | ISHARES INC | 276.1K | $11.3M | $11.8M | 5.29% | +1.5K | 2026-03-31 |
| 7 | IJH | ISHARES TR | 124.3K | $8.4M | $9.4M | 4.21% | -362 | 2026-03-31 |
| 8 | QLTA | ISHARES TR | 172.6K | $8.2M | $8.0M | 3.61% | +3.8K | 2026-03-31 |
| 9 | STIP | ISHARES TR | 77.9K | $8.1M | $7.9M | 3.55% | +555 | 2026-03-31 |
| 10 | TIP | ISHARES TR | 63.2K | $7.0M | $6.8M | 3.06% | +2.1K | 2026-03-31 |
| 11 | ISTB | ISHARES TR | 141.6K | $6.9M | $6.8M | 3.06% | +2.9K | 2026-03-31 |
| 12 | ETHA | ISHARES ETHEREUM TR | 425.0K | $6.7M | $6.0M | 2.69% | +145.1K | 2026-03-31 |
| 13 | GNR | SPDR INDEX SHS FDS | 79.1K | $5.9M | $5.7M | 2.58% | -9,174 | 2026-03-31 |
| 14 | IVE | ISHARES TR | 23.5K | $5.0M | $5.4M | 2.45% | -468 | 2026-03-31 |
| 15 | IJR | ISHARES TR | 37.4K | $4.7M | $5.4M | 2.45% | -157 | 2026-03-31 |
| 16 | HYG | ISHARES TR | 52.1K | $4.1M | $4.1M | 1.86% | +888 | 2026-03-31 |
| 17 | EFA | ISHARES TR | 42.0K | $4.1M | $4.4M | 1.99% | -400 | 2026-03-31 |
| 18 | AGG | ISHARES TR | 38.1K | $3.8M | $3.7M | 1.67% | +1.4K | 2026-03-31 |
| 19 | IWM | ISHARES TR | 8.8K | $2.2M | $2.6M | 1.15% | -- | 2026-03-31 |
| 20 | AVGO | BROADCOM INC | 6.1K | $1.9M | $2.4M | 1.06% | +14 | 2026-03-31 |
| 21 | IVW | ISHARES TR | 9.5K | $1.1M | $1.3M | 0.58% | +329 | 2026-03-31 |
| 22 | WMT | WALMART INC | 8.5K | $1.1M | $948K | 0.43% | +13 | 2026-03-31 |
| 23 | IYR | ISHARES TR | 10.6K | $1.0M | $1.1M | 0.50% | -- | 2026-03-31 |
| 24 | IAU | ISHARES GOLD TR | 8.1K | $710K | $613K | 0.28% | -10 | 2026-03-31 |
| 25 | STM | STMICROELECTRONICS N V | 14.6K | $504K | $764K | 0.34% | +32 | 2026-03-31 |
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