13F-HR filed by Sterling Wealth Advisors Inc
Sterling Wealth Advisors Inc filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-13, with 18 holding rows worth $129,760,915.
- Accession
- 0001085146-25-002990
- Filer
- CIK 1943937
- Filed
- 2025-05-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 18 entries on the cover page, a total value of $129,760,915 stated on the cover page (in dollars after the unit check, H1), rows summing to $129,760,915 with VALUE read as dollars as filed, 13F file number 028-24635. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 939,633 | $36,119,489 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 525,014 | $24,948,666 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 339,279 | $20,519,579 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 359,766 | $11,235,485 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 325,826 | $9,048,189 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 215,177 | $5,570,936 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 127,094 | $5,345,553 | dollars as filed | |
| ISHARES TR | 464288448 | INTL SEL DIV ETF | 139,375 | $4,323,413 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 16,013 | $3,106,392 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 5,057 | $2,841,528 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 32,188 | $1,988,591 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V823 | US REAL ESTA ETF | 66,581 | $1,582,641 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 17,522 | $833,512 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 3,316 | $735,280 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 27,347 | $723,603 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 12,660 | $336,503 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 6,250 | $257,563 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 1,892 | $243,992 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-002990 | this filing | 2025-05-13 | acceptance time not in the bulk data set |