Stegner Investment Associates Inc. Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$163.2B
Holdings
26
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVWISHARES TR | 635,921 | $70.0B | 42.90% | |
| 2 | IWRISHARES TR | 356,643 | $32.8B | 20.10% | |
| 3 | VONEVANGUARD SCOTTSDALE FDS | 64,771 | $18.2B | 11.15% | |
| 4 | IWBISHARES TR | 24,963 | $8.5B | 5.19% | |
| 5 | VOOVANGUARD INDEX FDS | 10,245 | $5.8B | 3.57% | |
| 6 | IWDISHARES TR | 26,570 | $5.2B | 3.16% | |
| 7 | VONGVANGUARD SCOTTSDALE FDS | 45,623 | $5.0B | 3.05% | |
| 8 | IVVISHARES TR | 7,482 | $4.6B | 2.85% | |
| 9 | IVEISHARES TR | 16,518 | $3.2B | 1.98% | |
| 10 | EFVISHARES TR | 28,348 | $1.8B | 1.10% | |
| 11 | IWFISHARES TR | 3,165 | $1.3B | 0.82% | |
| 12 | SPYSPDR S&P 500 ETF TR | 1,271 | $785.4M | 0.48% | |
| 13 | VTIVANGUARD INDEX FDS | 2,499 | $759.5M | 0.47% | |
| 14 | IWSISHARES TR | 5,514 | $728.6M | 0.45% | |
| 15 | IWPISHARES TR | 4,405 | $610.8M | 0.37% | |
| 16 | IWNISHARES TR | 3,862 | $609.3M | 0.37% | |
| 17 | AAPLAPPLE INC | 2,651 | $543.9M | 0.33% | |
| 18 | BNDVANGUARD BD INDEX FDS | 5,794 | $426.6M | 0.26% | |
| 19 | IWMISHARES TR | 1,905 | $411.2M | 0.25% | |
| 20 | CWISPDR INDEX SHS FDS | 12,365 | $403.8M | 0.25% | |
| 21 | MCDMCDONALDS CORP | 1,003 | $293.0M | 0.18% | |
| 22 | VTVVANGUARD INDEX FDS | 1,507 | $266.3M | 0.16% | |
| 23 | HDHOME DEPOT INC | 666 | $244.2M | 0.15% | |
| 24 | VUGVANGUARD INDEX FDS | 547 | $239.8M | 0.15% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 454 | $220.5M | 0.14% | |
| 26 | AXPAMERICAN EXPRESS CO | 650 | $207.3M | 0.13% |