$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $12,744,000 | +8.1% | 63,632 | 0.0% | 9.58% | +0.2% | |
| VOO | VANGUARD INDEX FDS | $4,795,000 | +8.0% | 12,186 | 0.0% | 3.60% | +0.1% | |
| EFG | ISHARES TReafe grwth etf | $1,201,000 | +6.8% | 11,198 | 0.0% | 0.90% | -1.0% | |
| IWP | ISHARES TRrus md cp gr etf | $511,000 | +11.1% | 4,511 | 0.0% | 0.38% | +2.9% | |
| EEM | ISHARES TRmsci emg mkt etf | $223,000 | +3.2% | 4,052 | 0.0% | 0.17% | -4.0% |
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.