Sterling Financial Planning, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES GOLD TR | $20.94M | 6.3% |
| iShares MSCI UAE ETF | $20.13M | 6.1% |
| ISHARES TR | $18.19M | 5.5% |
| ISHARES TR | $17.98M | 5.4% |
| ISHARES TR | $17.81M | 5.4% |
| DIMENSIONAL ETF TRUST | $15.91M | 4.8% |
| SCHWAB STRATEGIC TR | $11.77M | 3.5% |
| VANGUARD WHITEHALL FDS | $11.34M | 3.4% |
| DIMENSIONAL ETF TRUST | $11.28M | 3.4% |
| VANGUARD BD INDEX FDS | $10.09M | 3.0% |
| DIMENSIONAL ETF TRUST | $9.43M | 2.8% |
| ISHARES TR | $8.99M | 2.7% |
| INNOVATOR ETFS TRUST | $8.79M | 2.6% |
| ISHARES TR | $8.56M | 2.6% |
| DIMENSIONAL ETF TRUST | $6.43M | 1.9% |
| DIMENSIONAL ETF TRUST | $6.07M | 1.8% |
| DIMENSIONAL ETF TRUST | $5.80M | 1.7% |
| ISHARES TR | $4.87M | 1.5% |
| ISHARES TR | $4.67M | 1.4% |
| ISHARES TR | $4.65M | 1.4% |
| SPDR GOLD TR | $4.64M | 1.4% |
| iShares MSCI UAE ETF | $4.34M | 1.3% |
| INVESCO QQQ TR | $4.32M | 1.3% |
| Apple Inc. | $4.31M | 1.3% |
| VANGUARD BD INDEX FDS | $4.15M | 1.3% |
| VANGUARD MUN BD FDS | $3.73M | 1.1% |
| VANGUARD SCOTTSDALE FDS | $3.71M | 1.1% |
| VANGUARD INDEX FDS | $3.68M | 1.1% |
| VANGUARD WELLINGTON FD | $3.23M | 1.0% |
| ISHARES TR | $3.19M | 1.0% |
| VANGUARD INDEX FDS | $3.15M | 1.0% |
| VANGUARD INDEX FDS | $2.77M | 0.8% |
| SCHWAB STRATEGIC TR | $2.56M | 0.8% |
| VANGUARD MALVERN FDS | $2.51M | 0.8% |
| VANGUARD CHARLOTTE FDS | $2.51M | 0.8% |
| VANGUARD INDEX FDS | $2.50M | 0.8% |
| VANGUARD INDEX FDS | $2.43M | 0.7% |
| WISDOMTREE TR | $2.28M | 0.7% |
| JOHNSON & JOHNSON | $2.12M | 0.6% |
| VANGUARD TAX-MANAGED FDS | $1.85M | 0.6% |
| SPDR S&P 500 ETF TR | $1.79M | 0.5% |
| ISHARES TR | $1.75M | 0.5% |
| MICROSOFT CORP | $1.64M | 0.5% |
| ISHARES TR | $1.63M | 0.5% |
| EXXON MOBIL CORP | $1.57M | 0.5% |
| INVESCO EXCHANGE TRADED FD T | $1.43M | 0.4% |
| ISHARES TR | $1.37M | 0.4% |
| ISHARES TR | $1.35M | 0.4% |
| Warren E. Buffett | $1.15M | 0.3% |
| DIMENSIONAL ETF TRUST | $1.09M | 0.3% |