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Disclosed positions
Sterling Wealth Management, Inc.: source evidence dated 2026-07-31T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VTI
- Class
- TOTAL STK MKT
- Reported value
- $44,288,508
- Reported amount
- 119,686
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-002953Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $44,288,508 | 119,686 | SH | None |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $27,994,347 | 670,845 | SH | None |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $26,297,342 | 623,012 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $25,516,825 | 365,048 | SH | None |
| DIMENSIONAL ETF TRUST | DUSB | ULTR FIX INC ETF | $25,347,523 | 499,163 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $20,304,402 | 284,974 | SH | None |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $19,457,421 | 483,895 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $18,687,098 | 391,353 | SH | None |
| DIMENSIONAL ETF TRUST | DFLV | US LARG VALU ETF | $15,139,998 | 382,903 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $15,139,882 | 275,221 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $15,016,426 | 182,371 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $11,457,377 | 191,948 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $11,126,451 | 250,822 | SH | None |
| HUBBELL INC | HUBB | COM | $9,464,688 | 18,090 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $7,725,493 | 31,793 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $6,289,569 | 116,430 | SH | None |
| DIMENSIONAL ETF TRUST | DFGX | INTL COR FIX ETF | $6,013,768 | 112,208 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $5,489,834 | 64,216 | SH | None |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $4,750,896 | 118,388 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $3,994,554 | 48,750 | SH | None |
| DIMENSIONAL ETF TRUST | DFIS | INTL SMALL CAP E | $3,539,007 | 101,028 | SH | None |
| APPLE INC | AAPL | COM | $3,350,615 | 11,579 | SH | None |
| MCDONALDS CORP | MCD | COM | $3,294,268 | 12,187 | SH | None |
| ISHARES TR | EFV | EAFE VALUE ETF | $3,158,354 | 41,259 | SH | None |
| ISHARES TR | IUSV | CORE S&P US VLU | $2,892,298 | 26,258 | SH | None |
| DIMENSIONAL ETF TRUST | DFGR | GLOBAL REAL EST | $2,848,638 | 98,331 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $2,731,609 | 28,327 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $2,365,941 | 7,228 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $2,183,881 | 2,916 | SH | None |
| CATERPILLAR INC | CAT | COM | $2,145,774 | 2,015 | SH | None |
| DIMENSIONAL ETF TRUST | DFAW | WORLD EQUITY ETF | $1,998,432 | 24,139 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,904,783 | 13,932 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,749,170 | 4,689 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $1,736,576 | 5,134 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $1,632,103 | 11,130 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $1,631,511 | 32,378 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,576,646 | 6,208 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $1,401,915 | 16,275 | SH | None |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $1,337,167 | 27,665 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,200,157 | 5,998 | SH | None |
| PEPSICO INC | PEP | COM | $1,154,150 | 8,524 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $1,144,560 | 27,747 | SH | None |
| SHERWIN WILLIAMS CO | SHW | COM | $1,140,044 | 3,311 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $1,128,205 | 7,139 | SH | None |
| DEERE & CO | DE | COM | $1,075,189 | 1,695 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,005,282 | 2,813 | SH | None |
| GORMAN RUPP CO | GRC | COM | $865,567 | 9,435 | SH | None |
| DIMENSIONAL ETF TRUST | DGCB | GLOBAL CR ETF | $831,640 | 15,212 | SH | None |
| DIMENSIONAL ETF TRUST | DFGP | GLOB CO PLUS ETF | $830,896 | 15,257 | SH | None |
| SCHWAB STRATEGIC TR | SCYB | HIGH YIEL BD ETF | $824,277 | 31,485 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.