13F HOLDINGS REPORT
Sterling Group Wealth Management, LLC
Quarter ended Q1 2024 · Filed April 16, 2024 · Accession 0001085146-24-001847
Total Value
$1.6M
Positions
3
Other Managers
0
Confidential Omitted
No
Holdings (3)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 2,314 | $1.1M | 68.30% |
| 2 | VANGUARD INTL EQUITY INDEX F | 922042775 | 4,920 | $288,558 | 17.72% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,767 | $227,602 | 13.98% |