SEC Form 13F

Sterling Financial Planning, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$367,666,179
Positions123

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIJJS&P MC 400VL ETF$23,124,138156,530
ISHARES TRIJTS&P SML 600 GWT$22,863,020128,012
ISHARES TRIJKS&P MC 400GR ETF$21,461,713182,653
ISHARES TRIVWS&P 500 GRWT ETF$20,385,919148,229
ISHARES GOLD TRIAUISHARES NEW$17,645,010233,678
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$16,762,172310,296
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$13,121,58083,032
SCHWAB STRATEGIC TRFNDXFUNDAMENTAL US L$13,010,357418,339
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$12,156,408302,926
VANGUARD BD INDEX FDSBIVINTERMED TERM$11,805,125153,913

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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