Stegner Investment Associates

Stegner Investment Associates as of June 30, 2025

Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 26 positions in its portfolio as reported in the June 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) 42.9 $70M 636k 110.10
Ishares Tr Rus Mid Cap Etf (IWR) 20.1 $33M 357k 91.97
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 11.1 $18M 65k 280.86
Ishares Tr Rus 1000 Etf (IWB) 5.2 $8.5M 25k 339.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.6 $5.8M 10k 568.00
Ishares Tr Rus 1000 Val Etf (IWD) 3.2 $5.2M 27k 194.23
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.1 $5.0M 46k 109.20
Ishares Tr Core S&p500 Etf (IVV) 2.8 $4.6M 7.5k 620.90
Ishares Tr S&p 500 Val Etf (IVE) 2.0 $3.2M 17k 195.41
Ishares Tr Eafe Value Etf (EFV) 1.1 $1.8M 28k 63.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.3M 3.2k 424.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $785k 1.3k 617.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $760k 2.5k 303.93
Ishares Tr Rus Mdcp Val Etf (IWS) 0.4 $729k 5.5k 132.14
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $611k 4.4k 138.67
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $609k 3.9k 157.76
Apple (AAPL) 0.3 $544k 2.7k 205.17
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $427k 5.8k 73.63
Ishares Tr Russell 2000 Etf (IWM) 0.3 $411k 1.9k 215.84
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $404k 12k 32.66
McDonald's Corporation (MCD) 0.2 $293k 1.0k 292.17
Vanguard Index Fds Value Etf (VTV) 0.2 $266k 1.5k 176.74
Home Depot (HD) 0.1 $244k 666.00 366.64
Vanguard Index Fds Growth Etf (VUG) 0.1 $240k 547.00 438.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $221k 454.00 485.77
American Express Company (AXP) 0.1 $207k 650.00 318.98