Stegner Investment Associates

Stegner Investment Associates as of Dec. 31, 2022

Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 23 positions in its portfolio as reported in the December 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) 39.2 $43M 731k 58.50
Ishares Tr Rus Mid Cap Etf (IWR) 22.7 $25M 367k 67.45
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 9.8 $11M 61k 174.26
Ishares Tr Rus 1000 Etf (IWB) 5.2 $5.6M 27k 210.52
Ishares Tr Rus 1000 Val Etf (IWD) 3.7 $4.0M 27k 151.65
Ishares Tr S&p 500 Val Etf (IVE) 3.5 $3.8M 26k 145.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.4 $3.7M 11k 351.32
Ishares Tr Core S&p500 Etf (IVV) 2.8 $3.0M 7.8k 384.21
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.3 $2.5M 46k 55.12
Ishares Tr Eafe Value Etf (EFV) 1.6 $1.7M 37k 45.88
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $1.0M 4.8k 214.26
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $1.0M 7.3k 138.68
Ishares Tr Russell 2000 Etf (IWM) 0.8 $831k 4.8k 174.38
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $641k 6.1k 105.34
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.5 $522k 4.3k 121.77
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $454k 5.4k 83.60
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $384k 1.8k 214.50
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $372k 4.4k 83.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $367k 961.00 382.31
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $306k 4.6k 66.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $288k 4.0k 71.84
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $251k 10k 24.06
Aeye Cl A Com 0.0 $7.9k 16k 0.48