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 82.18% of Stegner Investment Associates's stock portfolio.
  • Added to shares of these 6 stocks: IVW, VONE, VOO, VONG, SPY, IWD.
  • Reduced shares in these 10 stocks: IWR, IVV, IWF, EFV, IVE, BND, IWN, CWI, VTWO, IWB.
  • Stegner Investment Associates was a net buyer of stock by $426k.
  • Stegner Investment Associates has $147M in assets under management (AUM), dropping by 5.87%.
  • Central Index Key (CIK): 0001907433

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Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 24 positions in its portfolio as reported in the September 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) 41.7 $61M 641k 95.75
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Ishares Tr Rus Mid Cap Etf (IWR) 20.1 $30M 335k 88.14
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 11.1 $16M +2% 63k 260.07
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Ishares Tr Rus 1000 Etf (IWB) 5.7 $8.4M 27k 314.39
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $5.4M +5% 10k 527.65
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Ishares Tr Rus 1000 Val Etf (IWD) 3.4 $5.0M 27k 189.80
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.0 $4.4M 46k 96.52
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Ishares Tr Core S&p500 Etf (IVV) 3.0 $4.4M -3% 7.5k 576.82
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Ishares Tr S&p 500 Val Etf (IVE) 2.3 $3.4M 17k 197.16
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Ishares Tr Eafe Value Etf (EFV) 1.3 $1.8M 32k 57.53
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.2M -8% 3.3k 375.37
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $794k 6.0k 132.25
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Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $746k 4.5k 166.83
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Apple (AAPL) 0.4 $611k 2.6k 233.00
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $558k 972.00 573.72
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $517k 4.4k 117.28
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $459k 1.6k 283.91
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $428k -3% 14k 30.44
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $421k 1.9k 220.95
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $396k -4% 5.3k 75.11
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McDonald's Corporation (MCD) 0.2 $305k 1.0k 304.51
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Home Depot (HD) 0.2 $258k -2% 636.00 405.20
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $256k 557.00 460.26
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $215k -4% 2.4k 89.36
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Past Filings by Stegner Investment Associates

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