Long-term investor
Sterling Financial Planning, Inc. @sterlingfinancialplannin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844278).
Record
- Tracked since 2023-06-30 (1207 days), 111 trades recorded
- Returns: week n/a · month n/a · 90 days -1.4% · 6 months +0.7% · 1 year +0.9% · all +4.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287705 · 6.3% · long · since 2025-06-30
- 464287887 · 6.2% · long · since 2025-06-30
- 464287606 · 5.8% · long · since 2025-06-30
- 464287309 · 5.5% · long · since 2025-06-30
- IAU · 4.8% · long · since 2025-06-30
- 25434V807 · 4.6% · long · since 2025-06-30
- 921946406 · 3.6% · long · since 2025-06-30
- 808524771 · 3.5% · long · since 2025-06-30
- 25434V781 · 3.3% · long · since 2025-06-30
- 921937819 · 3.2% · long · since 2025-06-30
- 25434V815 · 3.1% · long · since 2025-06-30
- 464287879 · 2.7% · long · since 2025-06-30