Sterling Wealth Management, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    champaign, IL
  • CIK
    0002011149
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

108

$270.78M
VTI, DUSB, DFAT, VEA
13F-HR
Feb 14, 2025
000117266125001058

111

$267.89M
VTI, DUSB, DFAT, VEA
13F-HR
Nov 14, 2024
000117266124005120

101

$210.68M
VTI, DUSB, DFUV, VEA
13F-HR
Aug 14, 2024
000117266124003487

96

$200.96M
VTI, DUSB, DFUV, VEA
13F-HR
May 15, 2024
000117266124002461

93

$177.77M
VTI, DUSB, DFUV, VEA
13F-HR
Feb 14, 2024
000117266124001289