13F HOLDINGS REPORT
Stegner Investment Associates Inc.
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001907433-25-000004
Total Value
$182.4M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287309 | 630,543 | $76.1M | 41.74% |
| 2 | ISHARES TR | 464287499 | 401,968 | $38.8M | 21.28% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C730 | 64,774 | $19.6M | 10.74% |
| 4 | ISHARES TR | 464287622 | 23,548 | $8.6M | 4.72% |
| 5 | VANGUARD INDEX FDS | 922908363 | 10,585 | $6.5M | 3.55% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C680 | 45,629 | $5.5M | 3.01% |
| 7 | ISHARES TR | 464287598 | 26,573 | $5.4M | 2.97% |
| 8 | ISHARES TR | 464287200 | 7,681 | $5.1M | 2.82% |
| 9 | ISHARES TR | 464287408 | 16,255 | $3.4M | 1.84% |
| 10 | ISHARES TR | 464288877 | 26,955 | $1.8M | 1.00% |
| 11 | ISHARES TR | 464287614 | 3,118 | $1.5M | 0.80% |
| 12 | SPDR S&P 500 ETF TR | SPY | 1,272 | $847,627 | 0.46% |
| 13 | VANGUARD INDEX FDS | 922908769 | 2,499 | $820,097 | 0.45% |
| 14 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,188 | $794,464 | 0.44% |
| 15 | ISHARES TR | 464287630 | 3,862 | $682,840 | 0.37% |
| 16 | ISHARES TR | 464287473 | 4,549 | $635,341 | 0.35% |
| 17 | ISHARES TR | 464287481 | 4,264 | $607,196 | 0.33% |
| 18 | APPLE INC | AAPL | 2,257 | $574,700 | 0.32% |
| 19 | ISHARES TR | 464287655 | 2,141 | $518,153 | 0.28% |
| 20 | MICROSOFT CORP | MSFT | 882 | $456,832 | 0.25% |
| 21 | VANGUARD BD INDEX FDS | 921937835 | 5,964 | $443,543 | 0.24% |
| 22 | SPDR INDEX SHS FDS | 78463X848 | 12,365 | $431,786 | 0.24% |
| 23 | ISHARES TR | 464287101 | 1,161 | $386,427 | 0.21% |
| 24 | SPDR SERIES TRUST | 78464A763 | 2,221 | $311,051 | 0.17% |
| 25 | MCDONALDS CORP | MCD | 1,003 | $304,802 | 0.17% |
| 26 | HOME DEPOT INC | HD | 741 | $300,246 | 0.16% |
| 27 | VANGUARD INDEX FDS | 922908744 | 1,507 | $281,040 | 0.15% |
| 28 | VANGUARD INDEX FDS | 922908611 | 1,346 | $280,924 | 0.15% |
| 29 | VANGUARD INDEX FDS | 922908736 | 547 | $262,347 | 0.14% |
| 30 | CENTENE CORP DEL | CNC | 7,109 | $253,649 | 0.14% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 466 | $234,277 | 0.13% |
| 32 | COCA COLA CO | KO | 3,311 | $219,586 | 0.12% |
| 33 | AMERICAN EXPRESS CO | AXP | 650 | $215,904 | 0.12% |
| 34 | VANGUARD SCOTTSDALE FDS | 92206C664 | 2,150 | $210,290 | 0.12% |