Stegner Investment Associates

Stegner Investment Associates as of March 31, 2022

Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 20 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 42.1 $53M 699k 76.38
Ishares Tr Rus Mid Cap Etf (IWR) 21.7 $28M 353k 78.04
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 10.0 $13M 61k 207.20
Ishares Tr Rus 1000 Etf (IWB) 5.5 $7.0M 28k 250.05
Ishares Tr S&p 500 Val Etf (IVE) 3.3 $4.2M 27k 155.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.2 $4.1M 9.8k 415.16
Ishares Tr Rus 1000 Val Etf (IWD) 2.9 $3.7M 22k 165.98
Ishares Tr Msci Eafe Etf (EFA) 2.3 $2.9M 40k 73.60
Ishares Tr Core S&p500 Etf (IVV) 1.3 $1.7M 3.6k 453.77
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $1.4M 4.9k 277.65
Ishares Tr Russell 2000 Etf (IWM) 1.1 $1.4M 6.6k 205.27
Ishares Tr Rus 2000 Val Etf (IWN) 1.0 $1.3M 8.0k 161.46
Ishares Tr Eafe Value Etf (EFV) 0.8 $1.0M 21k 50.27
Ishares Tr Rus Mdcp Val Etf (IWS) 0.8 $984k 8.2k 119.61
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.6 $772k 28k 27.52
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.6 $771k 7.7k 100.47
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $664k 6.9k 96.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $635k 1.4k 451.64
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $518k 2.0k 255.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $313k 3.9k 79.64