$140 Million is the total value of Stegner Investment Associates Inc.'s 23 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $13,710,000 | +9.3% | 62,645 | 0.0% | 9.76% | +2.9% | |
| IWS | ISHARES TRrus mdcp val etf | $997,000 | +8.0% | 8,148 | 0.0% | 0.71% | +1.7% | |
| IWO | ISHARES TRrus 2000 grw etf | $854,000 | -0.1% | 2,913 | 0.0% | 0.61% | -6.0% | |
| IWP | ISHARES TRrus md cp gr etf | $520,000 | +2.8% | 4,511 | 0.0% | 0.37% | -3.4% | |
| ROP | ROPER TECHNOLOGIES INC | $239,000 | +10.6% | 485 | 0.0% | 0.17% | +4.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 13 | Q3 2023 | 42.1% |
| ISHARES TR | 13 | Q3 2023 | 23.0% |
| VANGUARD SCOTTSDALE FDS | 13 | Q3 2023 | 10.9% |
| ISHARES TR | 13 | Q3 2023 | 13.0% |
| VANGUARD INDEX FDS | 13 | Q3 2023 | 3.7% |
| ISHARES TR | 13 | Q3 2023 | 3.6% |
| ISHARES TR | 13 | Q3 2023 | 3.7% |
| ISHARES TR | 13 | Q3 2023 | 5.2% |
| ISHARES TR | 13 | Q3 2023 | 3.0% |
| ISHARES TR | 13 | Q3 2023 | 3.0% |
View Stegner Investment Associates Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-04-19 |
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.