Sterling Group Wealth Management, LLC Diversified Active

Name: Sterling Group Wealth Management, LLC Q1 2024 13F Filing | 13F Explorer
Creator: Sterling Group Wealth Management, LLC
Published: 2024-04-16

Location: Pasadena, CA

CIK: 0001852307 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 16, 2024

Total Value: $1.629M (100.0% shares, 0.0% debt)

Holdings (3)

VOO VANGUARD INDEX FDS 68.3%

Value $1.112M Shares 2,314 Est. Cost $359.48 Unrealized —

VEU VANGUARD INTL EQUITY INDEX F 17.7%

Value $289K Shares 4,920 Est. Cost $50.73 Unrealized —

SPHQ INVESCO EXCHANGE TRADED FD T 14.0%

Value $228K Shares 3,767 Est. Cost $46.63 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	2,314	$1.112M	68.3%	$359.48	—	S&P 500 ETF SHS	922908363
VEU	VANGUARD INTL EQUITY INDEX F	4,920	$289K	17.7%	$50.73	—	ALLWRLD EX US	922042775
SPHQ	INVESCO EXCHANGE TRADED FD T	3,767	$228K	14.0%	$46.63	—	S&P500 QUALITY	46137V241