Stegner Investment Associates

Stegner Investment Associates as of Dec. 31, 2024

Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 27 positions in its portfolio as reported in the December 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) 42.4 $64M 631k 101.53
Ishares Tr Rus Mid Cap Etf (IWR) 18.8 $28M 321k 88.40
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 11.1 $17M 63k 266.72
Ishares Tr Rus 1000 Etf (IWB) 5.6 $8.5M 27k 322.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $5.5M 10k 538.78
Ishares Tr Rus 1000 Val Etf (IWD) 3.3 $4.9M 27k 185.13
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.1 $4.7M 46k 103.30
Ishares Tr Core S&p500 Etf (IVV) 3.0 $4.5M 7.7k 588.68
Ishares Tr S&p 500 Val Etf (IVE) 2.2 $3.3M 17k 190.87
Ishares Tr Eafe Value Etf (EFV) 1.1 $1.7M 32k 52.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $1.3M 3.3k 401.56
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $773k 6.0k 129.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $773k 2.7k 289.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $743k 1.3k 586.22
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $717k 4.4k 164.17
Apple (AAPL) 0.4 $664k 2.7k 250.42
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $558k 4.4k 126.74
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $446k 1.5k 287.73
Ishares Tr Russell 2000 Etf (IWM) 0.3 $421k 1.9k 221.02
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $417k 5.8k 71.91
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $408k 15k 27.94
McDonald's Corporation (MCD) 0.2 $300k 1.0k 289.89
Vanguard Index Fds Value Etf (VTV) 0.2 $275k 1.6k 169.30
Home Depot (HD) 0.2 $259k 666.00 388.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $253k 557.00 453.28
Vanguard Index Fds Growth Etf (VUG) 0.2 $244k 595.00 410.44
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $214k 2.4k 89.33