Sterling Wealth Advisors Inc Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$129.8B
Holdings
18
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 939,633 | $36.1B | 27.84% | |
| 2 | DFSDDIMENSIONAL ETF TRUST | 525,014 | $24.9B | 19.23% | |
| 3 | DFUSDIMENSIONAL ETF TRUST | 339,279 | $20.5B | 15.81% | |
| 4 | DFAIDIMENSIONAL ETF TRUST | 359,766 | $11.2B | 8.66% | |
| 5 | DFICDIMENSIONAL ETF TRUST | 325,826 | $9.0B | 6.97% | |
| 6 | DFAEDIMENSIONAL ETF TRUST | 215,177 | $5.6B | 4.29% | |
| 7 | DFCFDIMENSIONAL ETF TRUST | 127,094 | $5.3B | 4.12% | |
| 8 | IDV*ISHARES TR | 139,375 | $4.3B | 3.33% | |
| 9 | VIGVANGUARD SPECIALIZED FUNDS | 16,013 | $3.1B | 2.39% | |
| 10 | IVVISHARES TR | 5,057 | $2.8B | 2.19% | |
| 11 | DGROISHARES TR | 32,188 | $2.0B | 1.53% | |
| 12 | DFARDIMENSIONAL ETF TRUST | 66,581 | $1.6B | 1.22% | |
| 13 | DFNMDIMENSIONAL ETF TRUST | 17,522 | $833.5M | 0.64% | |
| 14 | VBVANGUARD INDEX FDS | 3,316 | $735.3M | 0.57% | |
| 15 | DFEMDIMENSIONAL ETF TRUST | 27,347 | $723.6M | 0.56% | |
| 16 | SCHVSCHWAB STRATEGIC TR | 12,660 | $336.5M | 0.26% | |
| 17 | DFUVDIMENSIONAL ETF TRUST | 6,250 | $257.6M | 0.20% | |
| 18 | VYMVANGUARD WHITEHALL FDS | 1,892 | $244.0M | 0.19% |