13F HOLDINGS REPORT
Stegner Investment Associates Inc.
Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0001172661-25-001573
Total Value
$143.0M
Positions
26
Other Managers
0
Confidential Omitted
Yes
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287309 | 637,250 | $59.2M | 41.36% |
| 2 | ISHARES TR | 464287499 | 330,614 | $28.1M | 19.66% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C730 | 62,902 | $16.0M | 11.16% |
| 4 | ISHARES TR | 464287622 | 26,505 | $8.1M | 5.68% |
| 5 | VANGUARD INDEX FDS | 922908363 | 10,245 | $5.3M | 3.68% |
| 6 | ISHARES TR | 464287598 | 26,573 | $5.0M | 3.50% |
| 7 | VANGUARD SCOTTSDALE FDS | 92206C680 | 45,617 | $4.2M | 2.96% |
| 8 | ISHARES TR | 464287200 | 7,421 | $4.2M | 2.92% |
| 9 | ISHARES TR | 464287408 | 16,440 | $3.1M | 2.19% |
| 10 | ISHARES TR | 464288877 | 31,467 | $1.9M | 1.30% |
| 11 | ISHARES TR | 464287614 | 3,250 | $1.2M | 0.82% |
| 12 | ISHARES TR | 464287473 | 5,859 | $738,042 | 0.52% |
| 13 | VANGUARD INDEX FDS | 922908769 | 2,666 | $732,723 | 0.51% |
| 14 | SPDR S&P 500 ETF TR | SPY | 1,270 | $710,277 | 0.50% |
| 15 | APPLE INC | AAPL | 2,651 | $588,867 | 0.41% |
| 16 | ISHARES TR | 464287630 | 3,831 | $578,404 | 0.40% |
| 17 | ISHARES TR | 464287481 | 4,405 | $517,510 | 0.36% |
| 18 | VANGUARD BD INDEX FDS | 921937835 | 6,029 | $442,830 | 0.31% |
| 19 | ISHARES TR | 464287648 | 1,549 | $395,691 | 0.28% |
| 20 | SPDR INDEX SHS FDS | 78463X848 | 13,017 | $385,043 | 0.27% |
| 21 | ISHARES TR | 464287655 | 1,905 | $380,125 | 0.27% |
| 22 | MCDONALDS CORP | MCD | 1,003 | $313,307 | 0.22% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 557 | $296,647 | 0.21% |
| 24 | VANGUARD INDEX FDS | 922908744 | 1,624 | $280,530 | 0.20% |
| 25 | HOME DEPOT INC | HD | 666 | $244,082 | 0.17% |
| 26 | VANGUARD INDEX FDS | 922908736 | 595 | $220,638 | 0.15% |