Stegner Investment Associates Inc. holdings history

29 is the total number of securities Stegner Investment Associates Inc. has owned. The longest Stegner Investment Associates Inc. has owned a single stock is 13 quarters.

Stegner Investment Associates Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVW ISHARES TR131334.48%38.86%42.06%Q3 2020Q3 202313
IWR ISHARES TR131319.15%21.05%22.95%Q3 2020Q3 202313
VONE VANGUARD SCOTTSDALE FDS13130.82%9.29%10.85%Q3 2020Q3 202313
IWB ISHARES TR13134.96%5.80%13.03%Q3 2020Q3 202313
VOO VANGUARD INDEX FDS13133.05%3.44%3.68%Q3 2020Q3 202313
IVE ISHARES TR13132.62%3.23%3.64%Q3 2020Q3 202313
IWD ISHARES TR13132.53%2.98%3.71%Q3 2020Q3 202313
IWM ISHARES TR13130.56%2.29%5.16%Q3 2020Q3 202313
IWF ISHARES TR13130.94%1.74%3.01%Q3 2020Q3 202313
IVV ISHARES TR13130.22%1.66%3.02%Q3 2020Q3 202313
IWN ISHARES TR13130.80%1.06%1.43%Q3 2020Q3 202313
IWS ISHARES TR13130.55%0.69%0.80%Q3 2020Q3 202313
IWO ISHARES TR13130.33%0.61%1.32%Q3 2020Q3 202313
SPY SPDR S&P 500 ETF TR13130.29%0.40%0.67%Q3 2020Q3 202313
IWP ISHARES TR13130.35%0.39%0.61%Q3 2020Q3 202313
EFV ISHARES TR750.83%2.00%2.83%Q3 2020Q3 202312
EFA ISHARES TR990.98%3.02%4.20%Q3 2020Q3 20229
EFG ISHARES TR720.26%0.75%1.04%Q3 2020Q4 20229
CWI SPDR INDEX SHS FDS880.21%0.35%0.61%Q4 2021Q3 20238
BND VANGUARD BD INDEX FDS880.21%0.27%0.30%Q4 2021Q3 20238
VONG VANGUARD SCOTTSDALE FDS662.06%2.43%2.71%Q2 2022Q3 20236
AAPL APPLE INC660.23%0.32%0.46%Q3 2020Q4 20216
AEYE INC550.00%0.01%0.02%Q3 2022Q3 20235
VTWV VANGUARD SCOTTSDALE FDS440.36%0.40%0.48%Q4 2022Q3 20234
ROP ROPER TECHNOLOGIES INC310.16%0.17%0.18%Q4 2020Q4 20214
EEM ISHARES TR440.15%0.17%0.18%Q4 2020Q3 20214
UJUL INNOVATOR ETFS TR220.89%0.95%1.00%Q3 2020Q4 20202
VONV VANGUARD SCOTTSDALE FDS110.28%0.28%0.28%Q4 2022Q4 20221
MSFT MICROSOFT CORP110.16%0.16%0.16%Q4 2021Q4 20211

The securities at the top of the list , including ISHARES TR, ISHARES TR, and VANGUARD SCOTTSDALE FDS, are the highest-conviction holdings of Stegner Investment Associates Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Stegner Investment Associates Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Stegner Investment Associates Inc. owns currently or has owned in the past.