Stegner Investment Associates Inc.
32 holdingsFiling period: 2026-06-30Current AUM: $211.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 608.7K | $83.7M | $83.7M | 39.63% | -5,559 | 2026-06-30 |
| 2 | IWR | ISHARES TR | 407.5K | $45.0M | $44.2M | 20.95% | -12,900 | 2026-06-30 |
| 3 | VONE | VANGUARD SCOTTSDALE FDS | 67.3K | $22.8M | $23.1M | 10.92% | +3 | 2026-06-30 |
| 4 | VOO | VANGUARD INDEX FDS | 13.9K | $9.6M | $9.7M | 4.59% | -45 | 2026-06-30 |
| 5 | IWD | ISHARES TR | 38.4K | $9.3M | $9.7M | 4.61% | +2 | 2026-06-30 |
| 6 | IWB | ISHARES TR | 18.2K | $7.5M | $7.5M | 3.57% | -2,308 | 2026-06-30 |
| 7 | VONG | VANGUARD SCOTTSDALE FDS | 45.6K | $5.8M | $5.7M | 2.68% | +6 | 2026-06-30 |
| 8 | IVV | ISHARES TR | 7.6K | $5.7M | $5.7M | 2.72% | +186 | 2026-06-30 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 17.6K | $3.8M | $3.8M | 1.79% | -- | 2026-06-30 |
| 10 | IVE | ISHARES TR | 16.1K | $3.7M | $3.8M | 1.78% | -172 | 2026-06-30 |
| 11 | EFV | ISHARES TR | 22.3K | $1.7M | $1.8M | 0.86% | -- | 2026-06-30 |
| 12 | IWP | ISHARES TR | 9.9K | $1.4M | $1.3M | 0.63% | -349 | 2026-06-30 |
| 13 | MSFT | MICROSOFT CORP | 2.9K | $1.1M | $1.4M | 0.68% | -239 | 2026-06-30 |
| 14 | IWS | ISHARES TR | 6.2K | $1.0M | $1.0M | 0.48% | +1.2K | 2026-06-30 |
| 15 | IWF | ISHARES TR | 7.8K | $966K | $937K | 0.44% | +5.8K | 2026-06-30 |
| 16 | AAPL | APPLE INC | 3.3K | $961K | $1.1M | 0.52% | +520 | 2026-06-30 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | 1.2K | $922K | $935K | 0.44% | +1 | 2026-06-30 |
| 18 | VTI | VANGUARD INDEX FDS | 2.4K | $869K | $876K | 0.41% | -- | 2026-06-30 |
| 19 | IWN | ISHARES TR | 3.9K | $863K | $849K | 0.40% | -14 | 2026-06-30 |
| 20 | BND | VANGUARD BD INDEX FDS | 6.9K | $504K | $488K | 0.23% | +1.9K | 2026-06-30 |
| 21 | OEF | ISHARES TR | 1.2K | $424K | $436K | 0.21% | -- | 2026-06-30 |
| 22 | CWI | SPDR INDEX SHS FDS | 10.2K | $413K | $412K | 0.20% | +835 | 2026-06-30 |
| 23 | IWM | ISHARES TR | 1.3K | $388K | $368K | 0.17% | -684 | 2026-06-30 |
| 24 | MRVL | MARVELL TECHNOLOGY INC | 1.0K | $303K | $226K | 0.11% | -- | 2026-06-30 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | 314 | $293K | $282K | 0.13% | -- | 2026-06-30 |
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