Chief Compliance Officer

0001844278-21-000005.txt : 20211028 0001844278-21-000005.hdr.sgml : 20211028 20211028135422 ACCESSION NUMBER: 0001844278-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211028 DATE AS OF CHANGE: 20211028 EFFECTIVENESS DATE: 20211028 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sterling Financial Planning, Inc. CENTRAL INDEX KEY: 0001844278 IRS NUMBER: 223201890 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20642 FILM NUMBER: 211356932 BUSINESS ADDRESS: STREET 1: 60 BLUE HERON ROAD, SUITE 201 CITY: SPARTA STATE: NJ ZIP: 07871 BUSINESS PHONE: (973) 729-1234 MAIL ADDRESS: STREET 1: 60 BLUE HERON ROAD, SUITE 201 CITY: SPARTA STATE: NJ ZIP: 07871 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001844278 XXXXXXXX 09-30-2021 09-30-2021 Sterling Financial Planning, Inc.

60 BLUE HERON ROAD, SUITE 201 SPARTA NJ 07871

13F HOLDINGS REPORT 028-20642 N Bruce Tucker Chief Compliance Officer 973-729-1234 Bruce Tucker Sparta NJ 10-28-2021 0 428 157097 false INFORMATION TABLE 2 sterling321.xml 1ST CONSTITUTION BANCORP COM 31986N102 405 17121 SH SOLE 0 0 17121 3M CO COM 88579Y101 99 562 SH SOLE 0 0 562 ABBOTT LABS COM 002824100 127 1077 SH SOLE 0 0 1077 ABBVIE INC COM 00287Y109 278 2576 SH SOLE 0 0 2576 ABERDEEN STD PRECIOUS METALS PHYSCL PM BASKET 003263100 45 525 SH SOLE 0 0 525 ACNB CORP COM 000868109 0 0 SH SOLE 0 0 0 ACTIVISION BLIZZARD INC COM 00507V109 2 25 SH SOLE 0 0 25 ADMA BIOLOGICS INC COM 000899104 0 100 SH SOLE 0 0 100 ADVANCED MICRO DEVICES INC COM 007903107 15 150 SH SOLE 0 0 150 ADVISORSHARES TR PURE US CANNABIS 00768Y453 2 50 SH SOLE 0 0 50 AEHR TEST SYS COM 00760J108 11 800 SH SOLE 0 0 800 AFLAC INC COM 001055102 52 1000 SH SOLE 0 0 1000 AGCO CORP COM 001084102 55 450 SH SOLE 0 0 450 AGILENT TECHNOLOGIES INC COM 00846U101 100 632 SH SOLE 0 0 632 ALLIANCEBERNSTEIN GLOBAL HIG COM 01879R106 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464287648 31 107 SH SOLE 0 0 107 ISHARES TR MSCI EAFE ETF 464287465 166 2126 SH SOLE 0 0 2126 ISHARES TR RUS MID CAP ETF 464287499 20 251 SH SOLE 0 0 251 ISHARES TR RUS MD CP GR ETF 464287481 32 288 SH SOLE 0 0 288 ISHARES TR RUS MDCP VAL ETF 464287473 42 372 SH SOLE 0 0 372 ISHARES TR GLOBAL ENERG ETF 464287341 4 142 SH SOLE 0 0 142 ISHARES TR ISHARES BIOTECH 464287556 113 699 SH SOLE 0 0 699 ISHARES TR BARCLAYS 7 10 YR 464287440 2 15 SH SOLE 0 0 15 ISHARES TR 20 YR TR BD ETF 464287432 3 22 SH SOLE 0 0 22 ISHARES TR MSCI EMG MKT ETF 464287234 185 3673 SH SOLE 0 0 3673 ISHARES TR EXPANDED TECH 464287515 184 461 SH SOLE 0 0 461 ISHARES TR CORE US AGGBD ET 464287226 120 1045 SH SOLE 0 0 1045 ISHARES TR SELECT DIVID ETF 464287168 251 2188 SH SOLE 0 0 2188 ISHARES TR TIPS BD ETF 464287176 271 2125 SH SOLE 0 0 2125 ISHARES TR US TRSPRTION 464287192 27 112 SH SOLE 0 0 112 ISHARES TR EAFE GRWTH ETF 464288885 1884 17695 SH SOLE 0 0 17695 ISHARES TR U.S. MED DVC ETF 464288810 300 4783 SH SOLE 0 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74347R248 9 86 SH SOLE 0 0 86 PRUDENTIAL FINL INC COM 744320102 81 774 SH SOLE 0 0 774 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 81 1324 SH SOLE 0 0 1324 QUALCOMM INC COM 747525103 19 150 SH SOLE 0 0 150 QUANTUMSCAPE CORP COM CL A 74767V109 8 346 SH SOLE 0 0 346 RAYTHEON TECHNOLOGIES CORP COM 75513E101 13 157 SH SOLE 0 0 157 REALTY INCOME CORP COM 756109104 559 8626 SH SOLE 0 0 8626 REGENERON PHARMACEUTICALS COM 75886F107 9 15 SH SOLE 0 0 15 RESMED INC COM 761152107 26 100 SH SOLE 0 0 100 ROBLOX CORP CL A 771049103 11 150 SH SOLE 0 0 150 ROYAL CARIBBEAN GROUP COM V7780T103 9 100 SH SOLE 0 0 100 ROYAL GOLD INC COM 780287108 43 448 SH SOLE 0 0 448 RPM INTL INC COM 749685103 1 10 SH SOLE 0 0 10 S&P GLOBAL INC COM 78409V104 20 48 SH SOLE 0 0 48 SALESFORCE COM INC COM 79466L302 18 66 SH SOLE 0 0 66 SCHLUMBERGER LTD COM STK 806857108 9 300 SH SOLE 0 0 300 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 185 1781 SH SOLE 0 0 1781 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 199 5135 SH SOLE 0 0 5135 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 15 229 SH SOLE 0 0 229 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 58 1390 SH SOLE 0 0 1390 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 529 17356 SH SOLE 0 0 17356 SCHWAB STRATEGIC TR US REIT ETF 808524847 42 929 SH SOLE 0 0 929 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 129 1743 SH SOLE 0 0 1743 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 2937 75864 SH SOLE 0 0 75864 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 46 882 SH SOLE 0 0 882 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 4 133 SH SOLE 0 0 133 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 11 334 SH SOLE 0 0 334 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 5618 104130 SH SOLE 0 0 104130 SELECTIVE INS GROUP INC COM 816300107 1152 15258 SH SOLE 0 0 15258 SERVICENOW INC COM 81762P102 34 54 SH SOLE 0 0 54 SIMON PPTY GROUP INC NEW COM 828806109 22 167 SH SOLE 0 0 167 SL GREEN RLTY CORP COM 78440X804 35 498 SH SOLE 0 0 498 SNOWFLAKE INC CL A 833445109 11 35 SH SOLE 0 0 35 SOFI TECHNOLOGIES INC COM 83406F102 10 600 SH SOLE 0 0 600 SOUTHERN CO COM 842587107 39 626 SH SOLE 0 0 626 SOUTHWEST AIRLS CO COM 844741108 39 750 SH SOLE 0 0 750 SPDR GOLD TR GOLD SHS 78463V107 3074 18717 SH SOLE 0 0 18717 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 69 1943 SH SOLE 0 0 1943 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 48 1125 SH SOLE 0 0 1125 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 12 411 SH SOLE 0 0 411 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 42 1150 SH SOLE 0 0 1150 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 2 40 SH SOLE 0 0 40 SPDR INDEX SHS FDS PORTFLI MSCI GBL 78463X475 19 355 SH SOLE 0 0 355 SPDR S&P 500 ETF TR TR UNIT 78462F103 1120 2611 SH SOLE 0 0 2611 SPDR SER TR S&P 600 SMCP VAL 78464A300 139 1698 SH SOLE 0 0 1698 SPDR SER TR S&P 600 SMCP GRW 78464A201 145 1664 SH SOLE 0 0 1664 SPDR SER TR PRTFLO S&P500 GW 78464A409 43 679 SH SOLE 0 0 679 SPDR SER TR S&P DIVID ETF 78464A763 216 1836 SH SOLE 0 0 1836 SPDR SER TR S&P 400 MDCP VAL 78464A839 338 5108 SH SOLE 0 0 5108 SPDR SER TR NUVEEN BLMBRG SR 78468R739 15 302 SH SOLE 0 0 302 SPDR SER TR S&P BK ETF 78464A797 4 76 SH SOLE 0 0 76 SPDR SER TR S&P 400 MDCP GRW 78464A821 178 2353 SH SOLE 0 0 2353 SPDR SER TR PORTFOLIO S&P400 78464A847 88 1900 SH SOLE 0 0 1900 SPDR SER TR FTSE INT GVT ETF 78464A490 78 1430 SH SOLE 0 0 1430 SPDR SER TR PORTFOLIO AGRGTE 78464A649 297 9950 SH SOLE 0 0 9950 SPDR SER TR PORTFOLIO S&P600 78468R853 64 1500 SH SOLE 0 0 1500 SPDR SER TR PRTFLO S&P500 HI 78468R788 93 2375 SH SOLE 0 0 2375 STARBUCKS CORP COM 855244109 73 665 SH SOLE 0 0 665 STRYKER CORPORATION COM 863667101 165 626 SH SOLE 0 0 626 SUMO LOGIC INC COM 86646P103 18 1100 SH SOLE 0 0 1100 SUNCOKE ENERGY INC COM 86722A103 1 126 SH SOLE 0 0 126 TAYLOR MORRISON HOME CORP COM 87724P106 5 180 SH SOLE 0 0 180 TELADOC HEALTH INC COM 87918A105 7 55 SH SOLE 0 0 55 TESLA INC COM 88160R101 237 306 SH SOLE 0 0 306 TEXAS INSTRS INC COM 882508104 169 877 SH SOLE 0 0 877 T-MOBILE US INC COM 872590104 5 40 SH SOLE 0 0 40 TORONTO DOMINION BK ONT COM NEW 891160509 318 4800 SH SOLE 0 0 4800 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 11 60 SH SOLE 0 0 60 TRANE TECHNOLOGIES PLC SHS G8994E103 15 86 SH SOLE 0 0 86 TRAVELERS COMPANIES INC COM 89417E109 38 250 SH SOLE 0 0 250 TRUIST FINL CORP COM 89832Q109 44 756 SH SOLE 0 0 756 UBER TECHNOLOGIES INC COM 90353T100 25 564 SH SOLE 0 0 564 UIPATH INC CL A 90364P105 26 500 SH SOLE 0 0 500 UNION PAC CORP COM 907818108 267 1364 SH SOLE 0 0 1364 UNITED AIRLS HLDGS INC COM 910047109 23 478 SH SOLE 0 0 478 UNITED PARCEL SERVICE INC CL B 911312106 710 3897 SH SOLE 0 0 3897 UNITED RENTALS INC COM 911363109 8 22 SH SOLE 0 0 22 UNITED STS COMMODITY INDEX F COMM IDX FND 911717106 2 41 SH SOLE 0 0 41 UNITED STS OIL FD LP UNITS 91232N207 1 17 SH SOLE 0 0 17 UNITEDHEALTH GROUP INC COM 91324P102 6 16 SH SOLE 0 0 16 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 305 3720 SH SOLE 0 0 3720 VANGUARD BD INDEX FDS INTERMED TERM 921937819 482 5390 SH SOLE 0 0 5390 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 11 127 SH SOLE 0 0 127 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 286 5028 SH SOLE 0 0 5028 VANGUARD INDEX FDS TOTAL STK MKT 922908769 26 115 SH SOLE 0 0 115 VANGUARD INDEX FDS VALUE ETF 922908744 77 567 SH SOLE 0 0 567 VANGUARD INDEX FDS MID CAP ETF 922908629 665 2810 SH SOLE 0 0 2810 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2153 12723 SH SOLE 0 0 12723 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3226 31696 SH SOLE 0 0 31696 VANGUARD INDEX FDS SMALL CP ETF 922908751 140 640 SH SOLE 0 0 640 VANGUARD INDEX FDS GROWTH ETF 922908736 139 479 SH SOLE 0 0 479 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1541 5501 SH SOLE 0 0 5501 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1856 7856 SH SOLE 0 0 7856 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2330 16689 SH SOLE 0 0 16689 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 34 86 SH SOLE 0 0 86 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 824 16484 SH SOLE 0 0 16484 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 6 94 SH SOLE 0 0 94 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 40 300 SH SOLE 0 0 300 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 34 603 SH SOLE 0 0 603 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 148 1794 SH SOLE 0 0 1794 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 13 192 SH SOLE 0 0 192 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 174 2528 SH SOLE 0 0 2528 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 678 4417 SH SOLE 0 0 4417 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 4930 97640 SH SOLE 0 0 97640 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3799 36756 SH SOLE 0 0 36756 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 5 19 SH SOLE 0 0 19 VANGUARD WORLD FDS UTILITIES ETF 92204A876 55 394 SH SOLE 0 0 394 VEREIT INC COM 92339V308 58 1272 SH SOLE 0 0 1272 VERIZON COMMUNICATIONS INC COM 92343V104 258 4778 SH SOLE 0 0 4778 VIATRIS INC COM 92556V106 11 805 SH SOLE 0 0 805 VIMEO INC COMMON STOCK 92719V100 6 202 SH SOLE 0 0 202 VISA INC COM CL A 92826C839 21 94 SH SOLE 0 0 94 WABTEC COM 929740108 1 8 SH SOLE 0 0 8 WALMART INC COM 931142103 6 40 SH SOLE 0 0 40 WASHINGTON FED INC COM 938824109 24 686 SH SOLE 0 0 686 WASTE MGMT INC DEL COM 94106L109 15 98 SH SOLE 0 0 98 WAYFAIR INC CL A 94419L101 3 10 SH SOLE 0 0 10 WEC ENERGY GROUP INC COM 92939U106 10 112 SH SOLE 0 0 112 WELLS FARGO CO NEW COM 949746101 19 400 SH SOLE 0 0 400 WEYERHAEUSER CO MTN BE COM NEW 962166104 23 659 SH SOLE 0 0 659 WISDOMTREE TR EMG MKTS SMCAP 97717W281 1555 29079 SH SOLE 0 0 29079 WISDOMTREE TR EM EX ST-OWNED 97717X578 75 2000 SH SOLE 0 0 2000 WP CAREY INC COM 92936U109 27 374 SH SOLE 0 0 374 WPP PLC NEW ADR 92937A102 7 97 SH SOLE 0 0 97 XCEL ENERGY INC COM 98389B100 52 829 SH SOLE 0 0 829 YUM BRANDS INC COM 988498101 57 470 SH SOLE 0 0 470 YUM CHINA HLDGS INC COM 98850P109 27 470 SH SOLE 0 0 470 ZIMMER BIOMET HOLDINGS INC COM 98956P102 96 654 SH SOLE 0 0 654 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 8 31 SH SOLE 0 0 31