Sterling Wealth Management, Inc.

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Sharon Allen - CEO/CCO
Location
Champaign
Holdings as of
31 Dec 2023
Value $
$178M
Num holdings
93
Filing time
14 Feb 2024, 14:57:06 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VTI, DUSB, DFUV, VEA, and DFAC.
Next filing
Q1 2024 - 15 May 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Sharon Allen CEO/CCO Champaign, Illinois 14 Feb 2024