$116 Million is the total value of Stegner Investment Associates Inc.'s 21 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $47,700,976 | -5.6% | 697,179 | -2.8% | 41.21% | -0.8% |
| IWB | Sell | ISHARES TRrus 1000 etf | $5,944,196 | -7.1% | 25,304 | -3.6% | 5.14% | -2.3% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $3,032,417 | -7.2% | 19,712 | -2.7% | 2.62% | -2.4% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $920,286 | -6.7% | 6,789 | -3.1% | 0.80% | -1.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-18
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.