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Size ($ in 1000's)
At 03/31/2024: $136,545
At 12/31/2023: $126,147
Stegner Investment Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Stegner Investment Associates Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Stegner Investment Associates Inc. top holdings by largest position size, as per the latest 13f filing made by Stegner Investment Associates Inc..
In the Stegner Investment Associates Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Stegner Investment Associates Inc. in that top holding, then the share count change between reporting periods, and finally the Stegner Investment Associates Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVW) |
657,847 |
-25,579 |
$55,549 | | IVW | 657,847 | -25,579 | $55,549 | | ISHARES TR (IWR) |
347,293 |
-3,263 |
$29,204 | | IWR | 347,293 | -3,263 | $29,204 | | VANGUARD SCOTTSDALE FDS (VONE) |
62,283 |
+207 |
$14,843 | | VONE | 62,283 | +207 | $14,843 | | ISHARES TR (IWB) |
27,048 |
+6 |
$7,791 | | IWB | 27,048 | +6 | $7,791 | | VANGUARD INDEX FDS (VOO) |
10,472 |
UNCH |
$5,034 | | VOO | 10,472 | UNCH | $5,034 | | ISHARES TR (IWD) |
26,562 |
+3 |
$4,757 | | IWD | 26,562 | +3 | $4,757 | | ISHARES TR (IVV) |
7,839 |
-129 |
$4,121 | | IVV | 7,839 | -129 | $4,121 | | VANGUARD SCOTTSDALE FDS (VONG) |
45,832 |
+9 |
$3,972 | | VONG | 45,832 | +9 | $3,972 | | ISHARES TR (IVE) |
17,353 |
-2,213 |
$3,242 | | IVE | 17,353 | -2,213 | $3,242 | | ISHARES TR (EFV) |
33,548 |
-774 |
$1,825 | | EFV | 33,548 | -774 | $1,825 | | ISHARES TR (IWF) |
3,816 |
-614 |
$1,286 | | IWF | 3,816 | -614 | $1,286 | | ISHARES TR (IWS) |
6,000 |
-85 |
$752 | | IWS | 6,000 | -85 | $752 | | ISHARES TR (IWN) |
4,560 |
-369 |
$724 | | IWN | 4,560 | -369 | $724 | | SPDR S&P 500 ETF TR (SPY) |
969 |
+2 |
$507 | | SPY | 969 | +2 | $507 | | ISHARES TR (IWP) |
4,405 |
UNCH |
$503 | | IWP | 4,405 | UNCH | $503 | | ISHARES TR (IWM) |
2,149 |
-484 |
$452 | | IWM | 2,149 | -484 | $452 | | ISHARES TR (IWO) |
1,616 |
-180 |
$437 | | IWO | 1,616 | -180 | $437 | | SPDR INDEX SHS FDS (CWI) |
14,706 |
+59 |
$418 | | CWI | 14,706 | +59 | $418 | | VANGUARD BD INDEX FDS (BND) |
5,284 |
+319 |
$384 | | BND | 5,284 | +319 | $384 | | MCDONALDS CORP |
1,003 |
+1,003 |
$283 | | MCD | 1,003 | +1,003 | $283 | | HOME DEPOT INC |
636 |
+636 |
$244 | | HD | 636 | +636 | $244 |
See Full List: All Stocks Held By Stegner Investment Associates Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Stegner Investment Associates Inc.
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