Stegner Investment Associates

Stegner Investment Associates as of Sept. 30, 2024

Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 24 positions in its portfolio as reported in the September 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) 41.7 $61M 641k 95.75
Ishares Tr Rus Mid Cap Etf (IWR) 20.1 $30M 335k 88.14
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 11.1 $16M 63k 260.07
Ishares Tr Rus 1000 Etf (IWB) 5.7 $8.4M 27k 314.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $5.4M 10k 527.65
Ishares Tr Rus 1000 Val Etf (IWD) 3.4 $5.0M 27k 189.80
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.0 $4.4M 46k 96.52
Ishares Tr Core S&p500 Etf (IVV) 3.0 $4.4M 7.5k 576.82
Ishares Tr S&p 500 Val Etf (IVE) 2.3 $3.4M 17k 197.16
Ishares Tr Eafe Value Etf (EFV) 1.3 $1.8M 32k 57.53
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.2M 3.3k 375.37
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $794k 6.0k 132.25
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $746k 4.5k 166.83
Apple (AAPL) 0.4 $611k 2.6k 233.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $558k 972.00 573.72
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $517k 4.4k 117.28
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $459k 1.6k 283.91
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $428k 14k 30.44
Ishares Tr Russell 2000 Etf (IWM) 0.3 $421k 1.9k 220.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $396k 5.3k 75.11
McDonald's Corporation (MCD) 0.2 $305k 1.0k 304.51
Home Depot (HD) 0.2 $258k 636.00 405.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $256k 557.00 460.26
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $215k 2.4k 89.36