Stegner Investment Associates

Stegner Investment Associates as of March 31, 2026

Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 38.1 $70M 614k 113.11
Ishares Tr Rus Mid Cap Etf (IWR) 22.4 $41M 420k 97.23
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 10.9 $20M 67k 295.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.6 $8.3M 14k 597.53
Ishares Tr Rus 1000 Val Etf (IWD) 4.5 $8.2M 38k 213.67
Ishares Tr Rus 1000 Etf (IWB) 4.0 $7.3M 21k 356.55
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.7 $5.0M 46k 109.69
Ishares Tr Core S&p500 Etf (IVV) 2.6 $4.8M 7.4k 653.21
Ishares Tr S&p 500 Val Etf (IVE) 1.9 $3.4M 16k 211.14
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.9 $3.4M 18k 191.92
Ishares Tr Eafe Value Etf (EFV) 0.9 $1.7M 22k 74.35
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.7 $1.3M 10k 128.12
Microsoft Corporation (MSFT) 0.6 $1.2M 3.1k 370.14
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $830k 1.9k 426.46
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $802k 1.2k 650.21
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $754k 2.4k 320.81
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $743k 3.9k 189.59
Ishares Tr Rus Mdcp Val Etf (IWS) 0.4 $733k 5.0k 145.74
Apple (AAPL) 0.4 $711k 2.8k 253.82
Ishares Tr Russell 2000 Etf (IWM) 0.3 $490k 2.0k 248.06
Ishares Tr S&p 100 Etf (OEF) 0.2 $369k 1.2k 318.07
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $369k 5.0k 73.64
Spdr Index Shs Fds State Street Spd (CWI) 0.2 $342k 9.3k 36.59
Costco Wholesale Corporation (COST) 0.2 $313k 314.00 995.37
McDonald's Corporation (MCD) 0.2 $312k 1.0k 310.79
Exxon Mobil Corporation (XOM) 0.2 $276k 1.6k 169.66
Coca-Cola Company (KO) 0.1 $249k 3.3k 76.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $221k 462.00 479.20
Home Depot (HD) 0.1 $209k 636.00 328.89