Sterling Financial Group, Inc.

CIK Number: 0001991301

234.01M
Market Value
49
# of Holdings
6 months
Avg. Holding Period
74.00%
Win Rate
27.70%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Dimensional Etf...
41.17
+0.56% 636.59K -0.19% 25.27M 28.63 10.80%
2
Vanguard Bd Ind...
68.02
-0.40% 243.79K +0.18% 18.33M 68.81 7.83%
3 Invesco Exch Tr...
23.12
+0.09% 788.09K +0.35% 18.22M 22.64 7.79%
4 Dimensional Etf...
29.48
+0.77% 443.78K -0.29% 14.10M 25.85 6.03%
5 Invesco Exch Tr...
20.14
-0.02% 627.58K +1.36% 12.90M 19.99 5.51%

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