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Stegner Investment Associates Inc. Portfolio
$214.6M across 29 positions as of 2026-09-30, with 94% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IVWiShares S&P 500 Growth ETF | $88.3M | 41.2% | 620,907 |
| IWRiShares Russell Mid-Cap ETF | $43.4M | 20.2% | 406,295 |
| VONEVANGUARD SCOTTSDALE FDS | $23.2M | 10.8% | 67,327 |
| VOOVanguard S&P 500 ETF | $9.5M | 4.4% | 13,619 |
| IWDiShares Russell 1000 Value ETF | $9.5M | 4.4% | 38,395 |
| IWBiShares Russell 1000 ETF | $7.5M | 3.5% | 17,918 |
| VONGVanguard Russell 1000 Growth ETF | $6.4M | 3.0% | 49,585 |
| IVViShares Core S&P 500 ETF | $5.8M | 2.7% | 7,536 |
| IVEiShares S&P 500 Value ETF | $3.7M | 1.7% | 16,086 |
| RSPInvesco S&P 500 Equal Weight ETF | $3.7M | 1.7% | 17,631 |
| EFViShares MSCI EAFE Value ETF | $1.7M | 0.8% | 22,031 |
| MSFTMicrosoft Corp | $1.6M | 0.8% | 3,145 |
| IWPiShares Russell Midcap Growth ETF | $1.4M | 0.6% | 9,817 |
| AAPLApple Inc | $1.2M | 0.6% | 3,553 |
| IWSiShares Russell Mid-cap Value ETF | $981.6K | 0.5% | 6,107 |
| IWFiShares Russell 1000 Growth ETF | $974.6K | 0.5% | 7,780 |
| SPYState Street SPDR S&P 500 ETF Trust | $942.5K | 0.4% | 1,236 |
| VTIVanguard Total Stock Market ETF | $879.5K | 0.4% | 2,350 |
| IWNiShares Russell 2000 Value ETF | $771K | 0.4% | 3,681 |
| BNDVanguard Total Bond Market ETF | $469.7K | 0.2% | 6,696 |
| OEFiShares S&P 100 Fund | $443.6K | 0.2% | 1,161 |
| CWIState Street SPDR MSCI ACWI ex-US ETF | $411.3K | 0.2% | 10,178 |
| IWMiShares Russell 2000 Index Fund | $359.4K | 0.2% | 1,293 |
| KOCoca-Cola Co | $291K | 0.1% | 3,380 |
| COSTCostco Wholesale Corp | $285.5K | 0.1% | 314 |
| MRVLMarvell Technology Inc | $269.2K | 0.1% | 1,019 |
| XOMExxonmobil Holdings Corp | $265K | 0.1% | 1,628 |
| BRK.BBerkshire Hathaway Inc | $255K | 0.1% | 512 |
| MCDMcDonald's Corp | $207.8K | 0.1% | 900 |
Quarter ending 2026-09-30.
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