Stegner Investment Associates

Stegner Investment Associates as of June 30, 2026

Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 31 positions in its portfolio as reported in the June 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) 39.8 $84M 609k 137.53
Ishares Tr Rus Mid Cap Etf (IWR) 21.4 $45M 408k 110.32
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 10.8 $23M 67k 338.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.5 $9.6M 14k 686.79
Ishares Tr Rus 1000 Val Etf (IWD) 4.4 $9.3M 38k 242.43
Ishares Tr Rus 1000 Etf (IWB) 3.5 $7.5M 18k 409.51
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.8 $5.8M 46k 127.81
Ishares Tr Core S&p500 Etf (IVV) 2.7 $5.7M 7.6k 748.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.8 $3.8M 18k 212.77
Ishares Tr S&p 500 Val Etf (IVE) 1.7 $3.7M 16k 227.05
Ishares Tr Eafe Value Etf (EFV) 0.8 $1.7M 22k 76.55
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.7 $1.4M 9.9k 146.41
Microsoft Corporation (MSFT) 0.5 $1.1M 2.9k 372.98
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $1.0M 6.2k 164.60
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $966k 7.8k 124.17
Apple (AAPL) 0.5 $961k 3.3k 289.35
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $922k 1.2k 746.65
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $870k 2.4k 370.04
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $864k 3.9k 221.20
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $504k 6.9k 73.41
Ishares Tr S&p 100 Etf (OEF) 0.2 $425k 1.2k 365.87
Spdr Index Shs Fds St Str Acwi Etf (CWI) 0.2 $414k 10k 40.67
Ishares Tr Russell 2000 Etf (IWM) 0.2 $389k 1.3k 300.56
Marvell Technology (MRVL) 0.1 $304k 1.0k 297.90
Costco Wholesale Corporation (COST) 0.1 $293k 314.00 934.48
McDonald's Corporation (MCD) 0.1 $271k 1.0k 270.31
Coca-Cola Company (KO) 0.1 $267k 3.3k 81.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $256k 512.00 500.39
Home Depot (HD) 0.1 $224k 636.00 352.68
Exxon Mobil Corporation (XOM) 0.1 $223k 1.6k 136.72
American Express Company (AXP) 0.1 $220k 650.00 338.25