STERLING INVESTMENT ADVISORS LLC /ADV Q2 2025 Filing

Filed July 10, 2025

Portfolio Value

$192.1B

Holdings

37

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (37 positions)

#StockSharesValue% PortfolioType
1
AQLTISHARES TR
424,089$35.4B18.43%
2
IVVISHARES TR
40,031$24.8B12.92%
3
IEMGISHARES INC
337,319$20.3B10.54%
4
SGOVISHARES TR
154,346$15.5B8.09%
5
LEMBISHARES INC
61,991$11.0B5.74%
6
VTVVANGUARD INDEX FDS
267,698$10.8B5.63%
7
QLTAISHARES TR
168,866$8.1B4.21%
8
STIPISHARES TR
77,250$7.9B4.14%
9
IJHISHARES TR
117,912$7.3B3.81%
10
ISTBISHARES TR
142,614$6.9B3.61%
11
GNRSPDR INDEX SHS FDS
123,462$6.7B3.49%
12
TIPISHARES TR
51,757$5.7B2.97%
13
IVEISHARES TR
27,213$5.3B2.77%
14
HYGISHARES TR
38,067$4.2B2.16%
15
IJRISHARES TR
42,941$3.8B1.99%
16
EFAISHARES TR
46,967$3.8B1.97%
17
AGGISHARES TR
31,048$3.1B1.60%
18
IWMISHARES TR
8,493$1.8B0.95%
19
IVWISHARES TR
6,079$1.7B0.87%
20
IYRISHARES TR
10,043$1.1B0.57%
21
WMTWALMART INC
8,955$849.3M0.44%
22
IAU*ISHARES GOLD TR
8,505$832.0M0.43%
23
ORLYOREILLY AUTOMOTIVE INC
10,038$626.1M0.33%
24
WECWEC ENERGY GROUP INC
3,110$491.3M0.26%
25
NVDANVIDIA CORPORATION
849$406.4M0.21%
26
IYWISHARES TR
2,327$403.2M0.21%
27
MSFTMICROSOFT CORP
560$379.9M0.20%
28
HDVISHARES TR
6,541$373.4M0.19%
29
VEAVANGUARD TAX-MANAGED FDS
3,840$346.2M0.18%
30
ESGDISHARES TR
3,288$341.1M0.18%
31
CVXCHEVRON CORP NEW
2,454$300.9M0.16%
32
AQLTISHARES TR
2,494$278.3M0.14%
33
TAT&T INC
2,947$263.7M0.14%
34
IXUSISHARES TR
3,094$240.1M0.12%
35
AAPLAPPLE INC
8,244$235.4M0.12%
36
XOMEXXON MOBIL CORP
1,793$233.7M0.12%
37
ITOTISHARES TR
1,421$202.8M0.11%