Stegner Investment Associates

Stegner Investment Associates as of June 30, 2024

Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 24 positions in its portfolio as reported in the June 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) 42.2 $59M 634k 92.54
Ishares Tr Rus Mid Cap Etf (IWR) 19.9 $28M 342k 81.08
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 10.8 $15M 61k 246.07
Ishares Tr Rus 1000 Etf (IWB) 5.7 $7.9M 27k 297.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.5 $4.8M 9.7k 500.11
Ishares Tr Rus 1000 Val Etf (IWD) 3.3 $4.6M 27k 174.47
Ishares Tr Core S&p500 Etf (IVV) 3.1 $4.3M 7.8k 547.23
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.1 $4.3M 46k 93.81
Ishares Tr S&p 500 Val Etf (IVE) 2.3 $3.2M 17k 182.00
Ishares Tr Eafe Value Etf (EFV) 1.2 $1.7M 33k 53.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $1.3M 3.6k 364.50
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $724k 6.0k 120.74
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $695k 4.6k 152.31
Apple (AAPL) 0.4 $558k 2.6k 210.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $528k 971.00 543.95
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $486k 4.4k 110.34
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $424k 1.6k 262.45
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $412k 15k 28.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $396k 5.5k 72.05
Ishares Tr Russell 2000 Etf (IWM) 0.3 $387k 1.9k 202.94
McDonald's Corporation (MCD) 0.2 $258k 1.0k 254.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $227k 557.00 406.80
Home Depot (HD) 0.2 $226k 655.00 344.24
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $207k 2.5k 81.97