Sterling Wealth Advisors Inc
CIK 1943937 · Holdings on Dec 31, 2024 · First reported Jan 28, 2025
Top ten holdings
Q4 2024- DFAU30.16%
- DFSD18.70%
- DFUS15.33%
- DFAI8.09%
- DFIC6.13%
- DFCF4.28%
- DFAE4.18%
- IDV3.07%
- VIG2.52%
- IVV2.34%
Share classes counted separately94.80%
Portfolio value by quarter
Top 10 holdings 18
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $38.44M | 30.16% | 949.40K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $23.84M | 18.70% | 508.56K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $19.54M | 15.33% | 306.48K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $10.32M | 8.09% | 353.27K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $7.81M | 6.13% | 302.16K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $5.46M | 4.28% | 132.24K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $5.33M | 4.18% | 210.01K shares | Prior unavailable — | — | ↗▾ |
| 08 | IDVISHARES INTERNATIONAL SELECTINTL SEL DIV ETF View history and evidence | $3.91M | 3.07% | 142.89K shares | Prior unavailable — | — | ↗▾ |
| 09 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $3.21M | 2.52% | 16.38K shares | Prior unavailable — | — | ↗▾ |
| 10 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $2.98M | 2.34% | 5.06K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1943937 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 127470786
}Take these holdings further.
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