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.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVW | ISHARES TR | 13 | 13 | 34.48% | 38.86% | 42.06% | Q3 2020 | Q3 2023 | 13 |
IWR | ISHARES TR | 13 | 13 | 19.15% | 21.05% | 22.95% | Q3 2020 | Q3 2023 | 13 |
VONE | VANGUARD SCOTTSDALE FDS | 13 | 13 | 0.82% | 9.29% | 10.85% | Q3 2020 | Q3 2023 | 13 |
IWB | ISHARES TR | 13 | 13 | 4.96% | 5.80% | 13.03% | Q3 2020 | Q3 2023 | 13 |
VOO | VANGUARD INDEX FDS | 13 | 13 | 3.05% | 3.44% | 3.68% | Q3 2020 | Q3 2023 | 13 |
IVE | ISHARES TR | 13 | 13 | 2.62% | 3.23% | 3.64% | Q3 2020 | Q3 2023 | 13 |
IWD | ISHARES TR | 13 | 13 | 2.53% | 2.98% | 3.71% | Q3 2020 | Q3 2023 | 13 |
IWM | ISHARES TR | 13 | 13 | 0.56% | 2.29% | 5.16% | Q3 2020 | Q3 2023 | 13 |
IWF | ISHARES TR | 13 | 13 | 0.94% | 1.74% | 3.01% | Q3 2020 | Q3 2023 | 13 |
IVV | ISHARES TR | 13 | 13 | 0.22% | 1.66% | 3.02% | Q3 2020 | Q3 2023 | 13 |
IWN | ISHARES TR | 13 | 13 | 0.80% | 1.06% | 1.43% | Q3 2020 | Q3 2023 | 13 |
IWS | ISHARES TR | 13 | 13 | 0.55% | 0.69% | 0.80% | Q3 2020 | Q3 2023 | 13 |
IWO | ISHARES TR | 13 | 13 | 0.33% | 0.61% | 1.32% | Q3 2020 | Q3 2023 | 13 |
SPY | SPDR S&P 500 ETF TR | 13 | 13 | 0.29% | 0.40% | 0.67% | Q3 2020 | Q3 2023 | 13 |
IWP | ISHARES TR | 13 | 13 | 0.35% | 0.39% | 0.61% | Q3 2020 | Q3 2023 | 13 |
EFV | ISHARES TR | 7 | 5 | 0.83% | 2.00% | 2.83% | Q3 2020 | Q3 2023 | 12 |
EFA | ISHARES TR | 9 | 9 | 0.98% | 3.02% | 4.20% | Q3 2020 | Q3 2022 | 9 |
EFG | ISHARES TR | 7 | 2 | 0.26% | 0.75% | 1.04% | Q3 2020 | Q4 2022 | 9 |
CWI | SPDR INDEX SHS FDS | 8 | 8 | 0.21% | 0.35% | 0.61% | Q4 2021 | Q3 2023 | 8 |
BND | VANGUARD BD INDEX FDS | 8 | 8 | 0.21% | 0.27% | 0.30% | Q4 2021 | Q3 2023 | 8 |
VONG | VANGUARD SCOTTSDALE FDS | 6 | 6 | 2.06% | 2.43% | 2.71% | Q2 2022 | Q3 2023 | 6 |
AAPL | APPLE INC | 6 | 6 | 0.23% | 0.32% | 0.46% | Q3 2020 | Q4 2021 | 6 |
AEYE INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 | |
VTWV | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.36% | 0.40% | 0.48% | Q4 2022 | Q3 2023 | 4 |
ROP | ROPER TECHNOLOGIES INC | 3 | 1 | 0.16% | 0.17% | 0.18% | Q4 2020 | Q4 2021 | 4 |
EEM | ISHARES TR | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q3 2021 | 4 |
UJUL | INNOVATOR ETFS TR | 2 | 2 | 0.89% | 0.95% | 1.00% | Q3 2020 | Q4 2020 | 2 |
VONV | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
MSFT | MICROSOFT CORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
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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.