Stegner Investment Associates

Stegner Investment Associates as of March 31, 2025

Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 26 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 41.4 $59M 637k 92.83
Ishares Tr Rus Mid Cap Etf (IWR) 19.7 $28M 331k 85.07
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 11.2 $16M 63k 253.86
Ishares Tr Rus 1000 Etf (IWB) 5.7 $8.1M 27k 306.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $5.3M 10k 513.89
Ishares Tr Rus 1000 Val Etf (IWD) 3.5 $5.0M 27k 188.16
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.0 $4.2M 46k 92.79
Ishares Tr Core S&p500 Etf (IVV) 2.9 $4.2M 7.4k 561.90
Ishares Tr S&p 500 Val Etf (IVE) 2.2 $3.1M 16k 190.57
Ishares Tr Eafe Value Etf (EFV) 1.3 $1.9M 32k 58.94
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.2M 3.3k 361.08
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $738k 5.9k 125.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $733k 2.7k 274.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $710k 1.3k 559.27
Apple (AAPL) 0.4 $589k 2.7k 222.13
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $578k 3.8k 150.98
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $518k 4.4k 117.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $443k 6.0k 73.45
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $396k 1.5k 255.45
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $385k 13k 29.58
Ishares Tr Russell 2000 Etf (IWM) 0.3 $380k 1.9k 199.54
McDonald's Corporation (MCD) 0.2 $313k 1.0k 312.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $297k 557.00 532.58
Vanguard Index Fds Value Etf (VTV) 0.2 $281k 1.6k 172.74
Home Depot (HD) 0.2 $244k 666.00 366.49
Vanguard Index Fds Growth Etf (VUG) 0.2 $221k 595.00 370.82