Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STERLING INVESTMENT ADVISORS LTD | 11-06-2023 | 09-30-2023 | 133 | 286,501,435 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Growth ETF | ETF | 151 | $283,747 | 1,042 | 0.00 | 0.00 | -225 | -17.76 | 09-30-2023 |
| Vanguard Total Bond Market Index ETF | ETF | 152 | $281,911 | 4,040 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| CIGNA Corporation | COM | 153 | $272,339 | 952 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| BP p.l.c. | ADR | 154 | $271,040 | 7,000 | 0.00 | 7,000 | +Inf | 09-30-2023 |
