0001085146-23-001710.txt : 20230417 0001085146-23-001710.hdr.sgml : 20230417 20230417160100 ACCESSION NUMBER: 0001085146-23-001710 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230417 DATE AS OF CHANGE: 20230417 EFFECTIVENESS DATE: 20230417 FILER: COMPANY DATA: COMPANY CONFORMED NAME: STERLING INVESTMENT ADVISORS LLC /ADV CENTRAL INDEX KEY: 0001009198 IRS NUMBER: 431736364 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16395 FILM NUMBER: 23823917 BUSINESS ADDRESS: STREET 1: 2095 S BOSTON PLACE CITY: BOLIVAR STATE: MO ZIP: 65613 BUSINESS PHONE: 417-777-7677 MAIL ADDRESS: STREET 1: 2095 S BOSTON PLACE CITY: BOLIVAR STATE: MO ZIP: 65613 FORMER COMPANY: FORMER CONFORMED NAME: STERLING INVESTMENT ADVISORS LLC /ADV DATE OF NAME CHANGE: 19960228 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001009198 XXXXXXXX 03-31-2023 03-31-2023 false STERLING INVESTMENT ADVISORS LLC /ADV
2095 S BOSTON PLACE BOLIVAR MO 65613
13F HOLDINGS REPORT 028-16395 N
James Jones Managing Member 417-777-7677 /s/ James Jones Bolivar MO 04-15-2023 0 27 154504980 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE CHEVRON CORP NEW COM 166764100 228424 1400 SH SOLE 0 0 1400 ISHARES GOLD TR ISHARES NEW 464285204 485599 12994 SH SOLE 0 0 12994 ISHARES INC CORE MSCI EMKT 46434G103 13935900 285630 SH SOLE 0 0 285630 ISHARES INC JP MORGAN EM ETF 464286517 8095999 224576 SH SOLE 0 0 224576 ISHARES TR 0-3 MNTH TREASRY 46436E718 6923709 68837 SH SOLE 0 0 68837 ISHARES TR 0-5 YR TIPS ETF 46429B747 6493244 65436 SH SOLE 0 0 65436 ISHARES TR A RATE CP BD ETF 46429B291 6896390 144155 SH SOLE 0 0 144155 ISHARES TR CORE 1 5 YR USD 46432F859 5740407 121734 SH SOLE 0 0 121734 ISHARES TR CORE HIGH DV ETF 46429B663 240426 2365 SH SOLE 0 0 2365 ISHARES TR CORE MSCI EAFE 46432F842 30590390 457597 SH SOLE 0 0 457597 ISHARES TR CORE S&P MCP ETF 464287507 7901221 31584 SH SOLE 0 0 31584 ISHARES TR CORE S&P SCP ETF 464287804 4036544 41742 SH SOLE 0 0 41742 ISHARES TR CORE S&P500 ETF 464287200 24891477 60551 SH SOLE 0 0 60551 ISHARES TR CORE US AGGBD ET 464287226 3925333 39395 SH SOLE 0 0 39395 ISHARES TR IBOXX HI YD ETF 464288513 4748668 62854 SH SOLE 0 0 62854 ISHARES TR MSCI EAFE ETF 464287465 3123733 43676 SH SOLE 0 0 43676 ISHARES TR RUSSELL 2000 ETF 464287655 2004235 11234 SH SOLE 0 0 11234 ISHARES TR S&P 500 GRWT ETF 464287309 965467 15111 SH SOLE 0 0 15111 ISHARES TR S&P 500 VAL ETF 464287408 9958357 65619 SH SOLE 0 0 65619 ISHARES TR TIPS BD ETF 464287176 5772193 52355 SH SOLE 0 0 52355 ISHARES TR U.S. REAL ES ETF 464287739 1023599 12056 SH SOLE 0 0 12056 ISHARES TR U.S. TECH ETF 464287721 224431 2418 SH SOLE 0 0 2418 NVIDIA CORPORATION COM 67066G104 249187 897 SH SOLE 0 0 897 OREILLY AUTOMOTIVE INC COM 67103H107 219326 258 SH SOLE 0 0 258 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 5076415 88919 SH SOLE 0 0 88919 WALMART INC COM 931142103 446239 3026 SH SOLE 0 0 3026 WEC ENERGY GROUP INC COM 92939U106 308068 3250 SH SOLE 0 0 3250