13F HOLDINGS REPORT
Stegner Investment Associates Inc.
Quarter ended Q4 2024 · Filed February 6, 2025 · Accession 0001172661-25-000529
Total Value
$151.1M
Positions
27
Other Managers
0
Confidential Omitted
Yes
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287309 | 631,174 | $64.1M | 42.41% |
| 2 | ISHARES TR | 464287499 | 320,946 | $28.4M | 18.78% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C730 | 62,722 | $16.7M | 11.07% |
| 4 | ISHARES TR | 464287622 | 26,500 | $8.5M | 5.65% |
| 5 | VANGUARD INDEX FDS | 922908363 | 10,245 | $5.5M | 3.65% |
| 6 | ISHARES TR | 464287598 | 26,570 | $4.9M | 3.26% |
| 7 | VANGUARD SCOTTSDALE FDS | 92206C680 | 45,610 | $4.7M | 3.12% |
| 8 | ISHARES TR | 464287200 | 7,658 | $4.5M | 2.98% |
| 9 | ISHARES TR | 464287408 | 17,114 | $3.3M | 2.16% |
| 10 | ISHARES TR | 464288877 | 32,046 | $1.7M | 1.11% |
| 11 | ISHARES TR | 464287614 | 3,262 | $1.3M | 0.87% |
| 12 | ISHARES TR | 464287473 | 5,978 | $773,178 | 0.51% |
| 13 | VANGUARD INDEX FDS | 922908769 | 2,666 | $772,633 | 0.51% |
| 14 | SPDR S&P 500 ETF TR | SPY | 1,268 | $743,322 | 0.49% |
| 15 | ISHARES TR | 464287630 | 4,367 | $716,930 | 0.47% |
| 16 | APPLE INC | AAPL | 2,651 | $663,863 | 0.44% |
| 17 | ISHARES TR | 464287481 | 4,405 | $558,298 | 0.37% |
| 18 | ISHARES TR | 464287648 | 1,549 | $445,692 | 0.29% |
| 19 | ISHARES TR | 464287655 | 1,905 | $421,035 | 0.28% |
| 20 | VANGUARD BD INDEX FDS | 921937835 | 5,805 | $417,438 | 0.28% |
| 21 | SPDR INDEX SHS FDS | 78463X848 | 14,599 | $407,896 | 0.27% |
| 22 | MCDONALDS CORP | MCD | 1,036 | $300,326 | 0.20% |
| 23 | VANGUARD INDEX FDS | 922908744 | 1,624 | $274,943 | 0.18% |
| 24 | HOME DEPOT INC | HD | 666 | $259,067 | 0.17% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 557 | $252,477 | 0.17% |
| 26 | VANGUARD INDEX FDS | 922908736 | 595 | $244,212 | 0.16% |
| 27 | VANGUARD SCOTTSDALE FDS | 92206C664 | 2,398 | $214,213 | 0.14% |