Stegner Investment Associates

Stegner Investment Associates as of Dec. 31, 2023

Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 19 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 40.7 $51M 683k 75.10
Ishares Tr Rus Mid Cap Etf (IWR) 21.6 $27M 351k 77.73
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 10.7 $14M 62k 216.94
Ishares Tr Rus 1000 Etf (IWB) 5.6 $7.1M 27k 262.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.6 $4.6M 11k 436.78
Ishares Tr Rus 1000 Val Etf (IWD) 3.5 $4.4M 27k 165.25
Ishares Tr Core S&p500 Etf (IVV) 3.0 $3.8M 8.0k 477.63
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.8 $3.6M 46k 78.02
Ishares Tr S&p 500 Val Etf (IVE) 2.7 $3.4M 20k 173.89
Ishares Tr Eafe Value Etf (EFV) 1.4 $1.8M 34k 52.10
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $1.3M 4.4k 303.16
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $766k 4.9k 155.34
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $708k 6.1k 116.29
Ishares Tr Russell 2000 Etf (IWM) 0.4 $529k 2.6k 200.75
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $460k 4.4k 104.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $460k 967.00 475.51
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $453k 1.8k 252.19
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $396k 15k 27.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $365k 5.0k 73.55