Stegner Investment Associates

Stegner Investment Associates as of March 31, 2023

Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 21 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 40.8 $47M 724k 64.24
Ishares Tr Rus Mid Cap Etf (IWR) 21.8 $25M 356k 69.77
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 10.3 $12M 63k 187.24
Ishares Tr Rus 1000 Etf (IWB) 5.3 $6.0M 27k 226.08
Ishares Tr Rus 1000 Val Etf (IWD) 3.6 $4.1M 27k 154.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.5 $4.0M 11k 378.35
Ishares Tr Core S&p500 Etf (IVV) 2.9 $3.3M 7.9k 413.66
Ishares Tr S&p 500 Val Etf (IVE) 2.8 $3.1M 21k 152.73
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.5 $2.9M 46k 62.71
Ishares Tr Eafe Value Etf (EFV) 1.5 $1.7M 35k 49.93
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $1.1M 4.5k 243.89
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $948k 7.0k 135.35
Ishares Tr Russell 2000 Etf (IWM) 0.7 $846k 4.8k 177.35
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $647k 6.1k 106.28
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.4 $431k 3.6k 118.88
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $417k 1.8k 226.83
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $398k 4.4k 90.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $397k 963.00 411.71
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $329k 4.5k 73.61
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $305k 12k 26.20
Aeye Cl A Com 0.0 $3.7k 16k 0.22