Stegner Investment Associates

Stegner Investment Associates as of March 31, 2024

Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 22 positions in its portfolio as reported in the March 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) 40.7 $56M 658k 84.44
Ishares Tr Rus Mid Cap Etf (IWR) 21.4 $29M 347k 84.09
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 10.9 $15M 62k 238.32
Ishares Tr Rus 1000 Etf (IWB) 5.7 $7.8M 27k 288.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $5.0M 11k 480.68
Ishares Tr Rus 1000 Val Etf (IWD) 3.5 $4.8M 27k 179.11
Ishares Tr Core S&p500 Etf (IVV) 3.0 $4.1M 7.8k 525.73
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.9 $4.0M 46k 86.67
Ishares Tr S&p 500 Val Etf (IVE) 2.4 $3.2M 17k 186.80
Ishares Tr Eafe Value Etf (EFV) 1.3 $1.8M 34k 54.40
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $1.3M 3.8k 337.04
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $752k 6.0k 125.33
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $724k 4.6k 158.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $507k 969.00 523.14
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $503k 4.4k 114.13
Ishares Tr Russell 2000 Etf (IWM) 0.3 $452k 2.1k 210.35
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $438k 1.6k 270.72
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $418k 15k 28.40
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $384k 5.3k 72.63
McDonald's Corporation (MCD) 0.2 $283k 1.0k 281.95
Home Depot (HD) 0.2 $244k 636.00 383.60
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $217k 2.5k 85.06