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| Name: |
Sterling Financial Planning Inc. |
| City: |
SPARTA |
| State: |
NJ |
| Zip: |
07871 |
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data |
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| Holdings
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6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MMM |
3M Co |
83 |
New |
$98.93 |
$321,000 |
3,022 |
0.13% |
321,000 |
3,022 |
0.001 |
Conglomerates |
|
|
V |
Visa Inc |
90 |
New |
$280.74 |
$287,000 |
1,027 |
0.12% |
287,000 |
1,027 |
0 |
Business Services |
|
|
DFUS |
Dimensional U S Equity Etf |
99 |
New |
$56.68 |
$237,000 |
4,165 |
0.1% |
237,000 |
4,165 |
0 |
N/A |
|
|
LRCX |
Lam Research Corp |
101 |
New |
$915.42 |
$216,000 |
222 |
0.09% |
216,000 |
222 |
0 |
Semiconductor Equipme... |
|
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VONV |
Vanguard Russell 1000 Value... |
102 |
New |
$77.65 |
$211,000 |
2,682 |
0.09% |
211,000 |
2,682 |
0.003 |
N/A |
|
|
VZ |
Verizon Communications Inc |
103 |
New |
$40.40 |
$208,000 |
4,964 |
0.08% |
208,000 |
4,964 |
0 |
Telecom Services - Do... |
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