Stegner Investment Associates Inc.
30 holdingsFiling period: 2026-03-31Current AUM: $211.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 614.3K | $69.5M | $83.1M | 39.25% | -5,204 | 2026-03-31 |
| 2 | IWR | ISHARES TR | 420.4K | $40.9M | $46.1M | 21.78% | -22,583 | 2026-03-31 |
| 3 | VONE | VANGUARD SCOTTSDALE FDS | 67.3K | $19.9M | $22.7M | 10.74% | +2.5K | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 14.0K | $8.3M | $9.6M | 4.53% | -- | 2026-03-31 |
| 5 | IWD | ISHARES TR | 38.4K | $8.2M | $9.7M | 4.57% | +2 | 2026-03-31 |
| 6 | IWB | ISHARES TR | 20.5K | $7.3M | $8.4M | 3.96% | -206 | 2026-03-31 |
| 7 | VONG | VANGUARD SCOTTSDALE FDS | 45.6K | $5.0M | $5.6M | 2.63% | +7 | 2026-03-31 |
| 8 | IVV | ISHARES TR | 7.4K | $4.8M | $5.5M | 2.61% | +45 | 2026-03-31 |
| 9 | IVE | ISHARES TR | 16.3K | $3.4M | $3.8M | 1.78% | -46 | 2026-03-31 |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 17.6K | $3.4M | $3.8M | 1.79% | -- | 2026-03-31 |
| 11 | EFV | ISHARES TR | 22.3K | $1.7M | $1.8M | 0.85% | -- | 2026-03-31 |
| 12 | IWP | ISHARES TR | 10.2K | $1.3M | $1.4M | 0.66% | +3.9K | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 3.1K | $1.2M | $1.5M | 0.69% | +2.3K | 2026-03-31 |
| 14 | IWF | ISHARES TR | 1.9K | $829K | $920K | 0.43% | -- | 2026-03-31 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | 1.2K | $802K | $921K | 0.44% | +1 | 2026-03-31 |
| 16 | VTI | VANGUARD INDEX FDS | 2.4K | $753K | $864K | 0.41% | -- | 2026-03-31 |
| 17 | IWN | ISHARES TR | 3.9K | $743K | $867K | 0.41% | -- | 2026-03-31 |
| 18 | IWS | ISHARES TR | 5.0K | $732K | $839K | 0.40% | +920 | 2026-03-31 |
| 19 | AAPL | APPLE INC | 2.8K | $711K | $865K | 0.41% | +666 | 2026-03-31 |
| 20 | IWM | ISHARES TR | 2.0K | $490K | $575K | 0.27% | -- | 2026-03-31 |
| 21 | OEF | ISHARES TR | 1.2K | $369K | $428K | 0.20% | -42 | 2026-03-31 |
| 22 | BND | VANGUARD BD INDEX FDS | 5.0K | $369K | $362K | 0.17% | +230 | 2026-03-31 |
| 23 | CWI | SPDR INDEX SHS FDS | 9.3K | $341K | $375K | 0.18% | -53 | 2026-03-31 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | 314 | $312K | $298K | 0.14% | -- | 2026-03-31 |
| 25 | MCD | MCDONALDS CORP | 1.0K | $311K | $271K | 0.13% | -- | 2026-03-31 |
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