Filling information for Sterling Financial Planning, Inc. as Treemap, investor disclosed 98 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 816300107 | 816300107 | SELECTIVE INS GROUP INC | COM | 1260591 | 13138 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 376770 | 2483 | |
| 808524748 | 808524748 | SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 2540665 | 76549 | |
| 46137V597 | 46137V597 | INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 733364 | 4268 | |
| 464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 11948054 | 159307 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 225818 | 1957 | |
| 402031835 | 402031835 | GUINNESS ATKINSON FDS | SMARTETFS DIVID | 263215 | 10340 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 524803 | 2833 | |
| 25434V773 | 25434V773 | DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 266382 | 11673 | |
| 46137V613 | 46137V613 | INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 1373102 | 8390 | |
| 922908595 | 922908595 | VANGUARD INDEX FDS | SML CP GRW ETF | 2102785 | 9153 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 12274924 | 174162 | |
| 25434V807 | 25434V807 | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 6176872 | 188033 | |
| 464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 3985602 | 24726 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 6520337 | 61472 | |
| 808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 564461 | 22918 | |
| 97717W281 | 97717W281 | WISDOMTREE TR | EMG MKTS SMCAP | 1682529 | 36160 | |
| 464288448 | 464288448 | ISHARES TR | INTL SEL DIV ETF | 3346169 | 127086 | |
| 78464A839 | 78464A839 | SPDR SER TR | S&P 400 MDCP VAL | 314953 | 4579 | |
| 075887109 | 075887109 | BECTON DICKINSON & CO | COM | 379799 | 1439 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 533352 | 2975 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 233748 | 950 | |
| 46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 362583 | 2688 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 2889678 | 34582 | |
| 46429B267 | 46429B267 | ISHARES TR | US TREAS BD ETF | 3950637 | 172517 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1050247 | 9793 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 1288926 | 12935 | |
| 511637100 | 511637100 | LAKELAND BANCORP INC | COM | 862329 | 64401 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 582745 | 3588 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 253602 | 1612 | |
| 92203J407 | 92203J407 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 1040406 | 21285 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 204291 | 5493 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 536587 | 1896 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2125709 | 46031 | |
| 464288810 | 464288810 | ISHARES TR | U.S. MED DVC ETF | 271163 | 4803 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 4532535 | 17334 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 811580 | 2380 | |
| 25434V856 | 25434V856 | DIMENSIONAL ETF TRUST | INFLATION PROTE | 2101193 | 50864 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 1702208 | 10284 | |
| 922908538 | 922908538 | VANGUARD INDEX FDS | MCAP GR IDXVIP | 2038304 | 9906 | |
| 45782C508 | 45782C508 | INNOVATOR ETFS TR | US EQTY PWR BUF | 605612 | 17249 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 5864279 | 13157 | |
| 464288273 | 464288273 | ISHARES TR | EAFE SML CP ETF | 1355045 | 22975 | |
| 25434V781 | 25434V781 | DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 3372501 | 142600 | |
| 369550108 | 369550108 | GENERAL DYNAMICS CORP | COM | 231236 | 1075 | |
| 78464A821 | 78464A821 | SPDR SER TR | S&P 400 MDCP GRW | 219327 | 3061 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 582128 | 1951 | |
| 464287879 | 464287879 | ISHARES TR | SP SMCP600VL ETF | 8392861 | 88262 | |
| 25434V815 | 25434V815 | DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 3008208 | 117051 | |
| 244199105 | 244199105 | DEERE & CO | COM | 670995 | 1656 | |
| 78468R663 | 78468R663 | SPDR SER TR | BLOOMBERG 1-3 MO | 250852 | 2732 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 392536 | 837 | |
| 922908512 | 922908512 | VANGUARD INDEX FDS | MCAP VL IDXVIP | 2863964 | 20696 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1211899 | 2734 | |
| 464287705 | 464287705 | ISHARES TR | S&P MC 400VL ETF | 13288252 | 124039 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 214379 | 1474 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 271066 | 1201 | |
| 947890109 | 947890109 | WEBSTER FINL CORP | COM | 224801 | 5955 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 3002780 | 16844 | |
| 037833100 | 037833100 | APPLE INC | COM | 3255793 | 16785 | |
| 45783Y780 | 45783Y780 | INNOVATOR ETFS TR | US EQT ACC 9 BFR | 2896935 | 117832 | |
| 464287887 | 464287887 | ISHARES TR | S&P SML 600 GWT | 11927417 | 103780 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 319984 | 2375 | |
| 427866108 | 427866108 | HERSHEY CO | COM | 210997 | 845 | |
| 808524771 | 808524771 | SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 7911183 | 137419 | |
| 464288281 | 464288281 | ISHARES TR | JPMORGAN USD EMG | 484925 | 5603 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 411406 | 1324 | |
| 756109104 | 756109104 | REALTY INCOME CORP | COM | 484544 | 8104 | |
| 464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 1769333 | 16441 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 534867 | 4103 | |
| 30040W108 | 30040W108 | EVERSOURCE ENERGY | COM | 244816 | 3452 | |
| 25434V823 | 25434V823 | DIMENSIONAL ETF TRUST | US REAL ESTATE E | 622595 | 28931 | |
| 25434V740 | 25434V740 | DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 1789704 | 73439 | |
| 464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 243750 | 2151 | |
| 46131F101 | 46131F101 | INVESCO HIGH INCOME TR II | COM | 201971 | 7451 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 208836 | 950 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 252948 | 2091 | |
| 922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 2135846 | 12913 | |
| 921935870 | 921935870 | VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 300938 | 2995 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 1902942 | 17829 | |
| 891160509 | 891160509 | TORONTO DOMINION BK ONT | COM NEW | 248040 | 4000 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 398401 | 740 | |
| 921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 2524646 | 33408 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 489441 | 6733 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 2540927 | 6878 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 489265 | 3270 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 832242 | 2444 | |
| 921937819 | 921937819 | VANGUARD BD INDEX FDS | INTERMED TERM | 4603492 | 61192 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 291770 | 2180 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 628739 | 8310 | |
| 922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 1036448 | 21857 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 496475 | 1730 | |
| 464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 3456769 | 36231 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 477362 | 2168 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 608033 | 14947 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 397165 | 3318 | |
| 25434V658 | 25434V658 | DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 1405729 | 57635 | |
| 464285204 | 464285204 | ISHARES GOLD TR | ISHARES NEW | 12546126 | 344769 |