Stegner Investment Associates Inc. Q1 2025 Filing
Filed May 5, 2025
Portfolio Value
$143.0B
Holdings
26
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVWISHARES TR | 637,250 | $59.2B | 41.36% | |
| 2 | IWRISHARES TR | 330,614 | $28.1B | 19.66% | |
| 3 | VONEVANGUARD SCOTTSDALE FDS | 62,902 | $16.0B | 11.16% | |
| 4 | IWBISHARES TR | 26,505 | $8.1B | 5.68% | |
| 5 | VOOVANGUARD INDEX FDS | 10,245 | $5.3B | 3.68% | |
| 6 | IWDISHARES TR | 26,573 | $5.0B | 3.50% | |
| 7 | VONGVANGUARD SCOTTSDALE FDS | 45,617 | $4.2B | 2.96% | |
| 8 | IVVISHARES TR | 7,421 | $4.2B | 2.92% | |
| 9 | IVEISHARES TR | 16,440 | $3.1B | 2.19% | |
| 10 | EFVISHARES TR | 31,467 | $1.9B | 1.30% | |
| 11 | IWFISHARES TR | 3,250 | $1.2B | 0.82% | |
| 12 | IWSISHARES TR | 5,859 | $738.0M | 0.52% | |
| 13 | VTIVANGUARD INDEX FDS | 2,666 | $732.7M | 0.51% | |
| 14 | SPYSPDR S&P 500 ETF TR | 1,270 | $710.3M | 0.50% | |
| 15 | AAPLAPPLE INC | 2,651 | $588.9M | 0.41% | |
| 16 | IWNISHARES TR | 3,831 | $578.4M | 0.40% | |
| 17 | IWPISHARES TR | 4,405 | $517.5M | 0.36% | |
| 18 | BNDVANGUARD BD INDEX FDS | 6,029 | $442.8M | 0.31% | |
| 19 | IWOISHARES TR | 1,549 | $395.7M | 0.28% | |
| 20 | CWISPDR INDEX SHS FDS | 13,017 | $385.0M | 0.27% | |
| 21 | IWMISHARES TR | 1,905 | $380.1M | 0.27% | |
| 22 | MCDMCDONALDS CORP | 1,003 | $313.3M | 0.22% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 557 | $296.6M | 0.21% | |
| 24 | VTVVANGUARD INDEX FDS | 1,624 | $280.5M | 0.20% | |
| 25 | HDHOME DEPOT INC | 666 | $244.1M | 0.17% | |
| 26 | VUGVANGUARD INDEX FDS | 595 | $220.6M | 0.15% |