13F HOLDINGS REPORT
Stegner Investment Associates Inc.
Quarter ended Q2 2025 · Filed July 28, 2025 · Accession 0001907433-25-000002
Total Value
$163.2M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287309 | 635,921 | $70.0M | 42.90% |
| 2 | ISHARES TR | 464287499 | 356,643 | $32.8M | 20.10% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C730 | 64,771 | $18.2M | 11.15% |
| 4 | ISHARES TR | 464287622 | 24,963 | $8.5M | 5.19% |
| 5 | VANGUARD INDEX FDS | 922908363 | 10,245 | $5.8M | 3.57% |
| 6 | ISHARES TR | 464287598 | 26,570 | $5.2M | 3.16% |
| 7 | VANGUARD SCOTTSDALE FDS | 92206C680 | 45,623 | $5.0M | 3.05% |
| 8 | ISHARES TR | 464287200 | 7,482 | $4.6M | 2.85% |
| 9 | ISHARES TR | 464287408 | 16,518 | $3.2M | 1.98% |
| 10 | ISHARES TR | 464288877 | 28,348 | $1.8M | 1.10% |
| 11 | ISHARES TR | 464287614 | 3,165 | $1.3M | 0.82% |
| 12 | SPDR S&P 500 ETF TR | SPY | 1,271 | $785,368 | 0.48% |
| 13 | VANGUARD INDEX FDS | 922908769 | 2,499 | $759,521 | 0.47% |
| 14 | ISHARES TR | 464287473 | 5,514 | $728,603 | 0.45% |
| 15 | ISHARES TR | 464287481 | 4,405 | $610,846 | 0.37% |
| 16 | ISHARES TR | 464287630 | 3,862 | $609,269 | 0.37% |
| 17 | APPLE INC | AAPL | 2,651 | $543,906 | 0.33% |
| 18 | VANGUARD BD INDEX FDS | 921937835 | 5,794 | $426,612 | 0.26% |
| 19 | ISHARES TR | 464287655 | 1,905 | $411,184 | 0.25% |
| 20 | SPDR INDEX SHS FDS | 78463X848 | 12,365 | $403,841 | 0.25% |
| 21 | MCDONALDS CORP | MCD | 1,003 | $293,047 | 0.18% |
| 22 | VANGUARD INDEX FDS | 922908744 | 1,507 | $266,347 | 0.16% |
| 23 | HOME DEPOT INC | HD | 666 | $244,182 | 0.15% |
| 24 | VANGUARD INDEX FDS | 922908736 | 547 | $239,805 | 0.15% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 454 | $220,540 | 0.14% |
| 26 | AMERICAN EXPRESS CO | AXP | 650 | $207,337 | 0.13% |