Stegner Investment Associates

Stegner Investment Associates as of Dec. 31, 2025

Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 29 positions in its portfolio as reported in the December 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) 40.6 $76M 620k 123.26
Ishares Tr Rus Mid Cap Etf (IWR) 22.7 $43M 443k 96.27
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 10.6 $20M 65k 309.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.7 $8.8M 14k 627.11
Ishares Tr Rus 1000 Val Etf (IWD) 4.3 $8.1M 38k 210.34
Ishares Tr Rus 1000 Etf (IWB) 4.1 $7.7M 21k 373.43
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.0 $5.6M 46k 121.75
Ishares Tr Core S&p500 Etf (IVV) 2.7 $5.0M 7.3k 684.94
Ishares Tr S&p 500 Val Etf (IVE) 1.8 $3.5M 16k 212.06
Ishares Tr Eafe Value Etf (EFV) 0.8 $1.6M 22k 71.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $921k 1.9k 473.37
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $868k 6.3k 136.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $841k 1.2k 681.69
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $788k 2.4k 335.27
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $710k 3.9k 181.21
Apple (AAPL) 0.3 $581k 2.1k 271.86
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $579k 4.1k 141.05
Ishares Tr Russell 2000 Etf (IWM) 0.3 $487k 2.0k 246.22
Microsoft Corporation (MSFT) 0.2 $422k 873.00 483.62
Ishares Tr S&p 100 Etf (OEF) 0.2 $413k 1.2k 342.97
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $354k 4.8k 74.07
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $338k 9.4k 35.92
McDonald's Corporation (MCD) 0.2 $307k 1.0k 305.63
American Express Company (AXP) 0.1 $241k 650.00 369.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $232k 462.00 502.65
Coca-Cola Company (KO) 0.1 $229k 3.3k 69.91
Spdr Series Trust State Street Spd (SDY) 0.1 $226k 1.6k 139.16
Home Depot (HD) 0.1 $219k 636.00 344.10
Vanguard Index Fds Growth Etf (VUG) 0.1 $206k 422.00 487.86