$133 Million is the total value of Stegner Investment Associates Inc.'s 21 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q2 2024 | 42.2% |
| ISHARES TR | 16 | Q2 2024 | 23.0% |
| VANGUARD SCOTTSDALE FDS | 16 | Q2 2024 | 10.9% |
| ISHARES TR | 16 | Q2 2024 | 13.0% |
| VANGUARD INDEX FDS | 16 | Q2 2024 | 3.7% |
| ISHARES TR | 16 | Q2 2024 | 3.6% |
| ISHARES TR | 16 | Q2 2024 | 3.7% |
| ISHARES TR | 16 | Q2 2024 | 5.2% |
| ISHARES TR | 16 | Q2 2024 | 3.1% |
| ISHARES TR | 16 | Q2 2024 | 3.0% |
View Stegner Investment Associates Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-08 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-22 |
View Stegner Investment Associates Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.