Stegner Investment Associates

Latest statistics and disclosures from Stegner Investment Associates's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVW, IWR, VONE, IWB, VOO, and represent 81.56% of Stegner Investment Associates's stock portfolio.
  • Added to shares of these 10 stocks: VTI, VTV, VUG, SPY, IVV, VONE, BND, CWI, HD, MCD.
  • Started 3 new stock positions in VUG, VTV, VTI.
  • Reduced shares in these 9 stocks: IWR, IVW, IWB, IWO, IVE, IWN, IWF, IWS, VTWO.
  • Stegner Investment Associates was a net seller of stock by $-685k.
  • Stegner Investment Associates has $151M in assets under management (AUM), dropping by 2.67%.
  • Central Index Key (CIK): 0001907433

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Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 27 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 42.4 $64M 631k 101.53
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Ishares Tr Rus Mid Cap Etf (IWR) 18.8 $28M -4% 321k 88.40
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 11.1 $17M 63k 266.72
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Ishares Tr Rus 1000 Etf (IWB) 5.6 $8.5M 27k 322.16
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $5.5M 10k 538.78
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Ishares Tr Rus 1000 Val Etf (IWD) 3.3 $4.9M 27k 185.13
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.1 $4.7M 46k 103.30
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Ishares Tr Core S&p500 Etf (IVV) 3.0 $4.5M 7.7k 588.68
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Ishares Tr S&p 500 Val Etf (IVE) 2.2 $3.3M 17k 190.87
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Ishares Tr Eafe Value Etf (EFV) 1.1 $1.7M 32k 52.47
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $1.3M 3.3k 401.56
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $773k 6.0k 129.34
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $773k NEW 2.7k 289.81
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $743k +30% 1.3k 586.22
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Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $717k -2% 4.4k 164.17
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Apple (AAPL) 0.4 $664k 2.7k 250.42
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $558k 4.4k 126.74
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $446k -4% 1.5k 287.73
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $421k 1.9k 221.02
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $417k +10% 5.8k 71.91
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $408k +3% 15k 27.94
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McDonald's Corporation (MCD) 0.2 $300k +3% 1.0k 289.89
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Vanguard Index Fds Value Etf (VTV) 0.2 $275k NEW 1.6k 169.30
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Home Depot (HD) 0.2 $259k +4% 666.00 388.99
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $253k 557.00 453.28
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Vanguard Index Fds Growth Etf (VUG) 0.2 $244k NEW 595.00 410.44
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $214k 2.4k 89.33
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Past Filings by Stegner Investment Associates

SEC 13F filings are viewable for Stegner Investment Associates going back to 2021

View all past filings