Stegner Investment Associates

Stegner Investment Associates as of June 30, 2023

Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 21 positions in its portfolio as reported in the June 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) 41.5 $51M 717k 70.48
Ishares Tr Rus Mid Cap Etf (IWR) 21.4 $26M 357k 73.03
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 10.2 $12M 62k 201.56
Ishares Tr Rus 1000 Etf (IWB) 5.3 $6.4M 26k 243.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.5 $4.3M 11k 407.26
Ishares Tr Rus 1000 Val Etf (IWD) 3.4 $4.2M 27k 157.83
Ishares Tr Core S&p500 Etf (IVV) 3.0 $3.6M 8.1k 445.71
Ishares Tr S&p 500 Val Etf (IVE) 2.7 $3.3M 20k 161.19
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.7 $3.2M 46k 70.76
Ishares Tr Eafe Value Etf (EFV) 1.4 $1.7M 35k 48.94
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $1.2M 4.5k 275.17
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $986k 7.0k 140.81
Ishares Tr Russell 2000 Etf (IWM) 0.6 $687k 3.7k 187.29
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $668k 6.1k 109.84
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.4 $439k 3.6k 123.65
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $436k 1.8k 242.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $427k 964.00 443.36
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $426k 4.4k 96.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $345k 4.7k 72.69
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $341k 13k 26.13
Aeye Cl A Com 0.0 $2.9k 16k 0.18