Stegner Investment Associates Inc. Q4 2024 Filing
Filed February 6, 2025
Portfolio Value
$151.1B
Holdings
27
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVWISHARES TR | 631,174 | $64.1B | 42.41% | |
| 2 | IWRISHARES TR | 320,946 | $28.4B | 18.78% | |
| 3 | VONEVANGUARD SCOTTSDALE FDS | 62,722 | $16.7B | 11.07% | |
| 4 | IWBISHARES TR | 26,500 | $8.5B | 5.65% | |
| 5 | VOOVANGUARD INDEX FDS | 10,245 | $5.5B | 3.65% | |
| 6 | IWDISHARES TR | 26,570 | $4.9B | 3.26% | |
| 7 | VONGVANGUARD SCOTTSDALE FDS | 45,610 | $4.7B | 3.12% | |
| 8 | IVVISHARES TR | 7,658 | $4.5B | 2.98% | |
| 9 | IVEISHARES TR | 17,114 | $3.3B | 2.16% | |
| 10 | EFVISHARES TR | 32,046 | $1.7B | 1.11% | |
| 11 | IWFISHARES TR | 3,262 | $1.3B | 0.87% | |
| 12 | IWSISHARES TR | 5,978 | $773.2M | 0.51% | |
| 13 | VTIVANGUARD INDEX FDS | 2,666 | $772.6M | 0.51% | |
| 14 | SPYSPDR S&P 500 ETF TR | 1,268 | $743.3M | 0.49% | |
| 15 | IWNISHARES TR | 4,367 | $716.9M | 0.47% | |
| 16 | AAPLAPPLE INC | 2,651 | $663.9M | 0.44% | |
| 17 | IWPISHARES TR | 4,405 | $558.3M | 0.37% | |
| 18 | IWOISHARES TR | 1,549 | $445.7M | 0.29% | |
| 19 | IWMISHARES TR | 1,905 | $421.0M | 0.28% | |
| 20 | BNDVANGUARD BD INDEX FDS | 5,805 | $417.4M | 0.28% | |
| 21 | CWISPDR INDEX SHS FDS | 14,599 | $407.9M | 0.27% | |
| 22 | MCDMCDONALDS CORP | 1,036 | $300.3M | 0.20% | |
| 23 | VTVVANGUARD INDEX FDS | 1,624 | $274.9M | 0.18% | |
| 24 | HDHOME DEPOT INC | 666 | $259.1M | 0.17% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 557 | $252.5M | 0.17% | |
| 26 | VUGVANGUARD INDEX FDS | 595 | $244.2M | 0.16% | |
| 27 | VTWOVANGUARD SCOTTSDALE FDS | 2,398 | $214.2M | 0.14% |