Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STERLING INVESTMENT MANAGEMENT LLC 07-12-2023 06-30-2023 60 126,038,849
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD SHORT-TERM TREASURY ETF ETF 1 $17,695,919 306,529 0.01 0.01 18,248 6.33 06-30-2023
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 2 $11,380,193 33,373 0.01 0.01 -106 -0.32 06-30-2023
SPDR GOLD SHARES ETF 3 $7,478,783 41,952 0.01 0.01 -2,645 -5.93 06-30-2023
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 4 $6,280,947 68,405 0.00 0.01 -6,774 -9.01 06-30-2023
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