StockDriftsStockDriftsTop 40 Sterling Investment Advisors Llc /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 17.54% | 403.8K | $36.6M | -2.57%(-10.67K) | $60.85(+56.82%) | 2026-03-31 | |
| IVV | ISHARES TR | 12.17% | 38.8K | $25.4M | +2.50%(+947) | $205.61(+253.57%) | 2026-03-31 | |
| IEMG | ISHARES INC | 8.91% | 266.2K | $18.6M | -4.28%(-11.91K) | $50.56(+58.53%) | 2026-03-31 | |
| SGOV | ISHARES TR | 8.83% | 182.8K | $18.4M | +2.80%(+4.98K) | $100.45(-0.02%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.89% | 62.6K | $12.3M | +1.77%(+1.09K) | $168.07(+22.88%) | 2026-03-31 | |
| LEMB | ISHARES INC | 5.41% | 276.1K | $11.3M | +0.56%(+1.53K) | $41.06(+1.55%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.03% | 124.3K | $8.4M | -0.29%(-362) | $34.61(+111.71%) | 2026-03-31 | |
| QLTA | ISHARES TR | 3.94% | 172.6K | $8.2M | +2.28%(+3.85K) | $51.48(-7.93%) | 2026-03-31 | |
| STIP | ISHARES TR | 3.87% | 77.9K | $8.1M | +0.72%(+555) | $98.28(+5.34%) | 2026-03-31 | |
| TIP | ISHARES TR | 3.35% | 63.2K | $7.0M | +3.48%(+2.13K) | $118.47(-6.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.91% | +25.66% |
| Top 20 Holdings Unweighted | +6.46% | +20.65% |
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