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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| MCD |
+1,003 | +$283 | | HD |
+636 | +$244 | | VTWO |
+2,548 | +$217 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| BND |
-4,965 | -$365 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| BND |
+319 | +$19 | | VONE |
+207 | +$1,376 | | CWI |
+59 | +$22 | | VONG |
+9 | +$397 | | IWB |
+6 | +$699 | | IWD |
+3 | +$368 | | SPY |
+2 | +$47 | | VOO |
UNCH | +$460 | | IWP |
UNCH | +$43 | | IWS |
-85 | +$44 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| IVW |
-25,579 | +$4,224 | | IWR |
-3,263 | +$1,955 | | IVE |
-2,213 | -$160 | | EFV |
-774 | +$37 | | IWF |
-614 | -$57 | | IWM |
-484 | -$77 | | IWN |
-369 | -$42 | | IWO |
-180 | -$16 | | IVV |
-129 | +$315 |
Size ($ in 1000's)
At 03/31/2024: $136,545
At 12/31/2023: $126,147
Stegner Investment Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Stegner Investment Associates Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Stegner Investment Associates Inc. to be as follows, presented in the
table below with each row detailing each Stegner Investment Associates Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Stegner Investment Associates Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Stegner Investment Associates Inc. as of the latest filing.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 | | VANGUARD SCOTTSDALE FDS (VTWO) |
2,548 |
+2,548 |
$217 | | VTWO | 2,548 | +2,548 | $217 |
See Summary: Stegner Investment Associates Inc. Top Holdings
See Details: Top 10 Stocks Held By Stegner Investment Associates Inc.
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