StockDriftsStockDriftsTop 50 Sterling Financial Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 6.15% | 235.3K | $20.7M | -8.78%(-22.64K) | $34.85(+122.44%) | 2026-03-31 | |
| IJJ | ISHARES TR | 6.05% | 153.9K | $20.4M | +0.59%(+910) | $90.41(+62.33%) | 2026-03-31 | |
| IJT | ISHARES TR | 5.57% | 129.9K | $18.8M | +0.78%(+1.01K) | $110.83(+58.71%) | 2026-03-31 | |
| IJK | ISHARES TR | 5.53% | 185.5K | $18.7M | +0.90%(+1.66K) | $70.99(+62.17%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.99% | 148.7K | $16.8M | +1.95%(+2.84K) | $63.74(+112.43%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.82% | 308.1K | $16.3M | -3.38%(-10.77K) | $32.58(+68.43%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.58% | 81.4K | $12.1M | +3.00%(+2.37K) | $102.83(+55.09%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 3.5% | 424.3K | $11.8M | -1.91%(-8.25K) | $16.02(+95.21%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 3.47% | 296.4K | $11.7M | -0.16%(-489) | $24.71(+64.98%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 3.28% | 143.4K | $11.1M | +10.71%(+13.88K) | $76.93(-0.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.70% | +46.97% |
| Top 20 Holdings Unweighted | +11.90% | +40.10% |
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