The Analysis of Stegner Investment Associates Inc.'s Holdings
Currently, Stegner Investment Associates Inc. holds 34 types of securities in its portfolio with a total value $182.4M. In the most recent quarter, they have increased their positions in IWR (+45.3K shares, valued at $4.4M), RSP (+4.2K shares, valued at $794.5K), MSFT (+882 shares, valued at $456.8K); decreased their positions in IVW (-5.4K shares, valued at $649.2K), IWB (-1.4K shares, valued at $517.2K), IWS (-965 shares, valued at $134.8K); initiated new positions in RSP (+4.2K shares, valued at $794.5K), MSFT (+882 shares, valued at $456.8K), OEF (+1.2K shares, valued at $386.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVW ISHARES TR630.5K shares-0.85%2025-09-302025-11-06
IWR ISHARES TR402.0K shares12.71%2025-09-302025-11-06 VONE VANGUARD SCOTTSDALE FDS64.8K shares0.00%2025-09-302025-11-06 IWB ISHARES TR23.5K shares-5.67%2025-09-302025-11-06 VOO VANGUARD INDEX FDS10.6K shares3.32%2025-09-302025-11-06 VONG VANGUARD SCOTTSDALE FDS45.6K shares0.01%2025-09-302025-11-06 IWD ISHARES TR26.6K shares0.01%2025-09-302025-11-06 IVV ISHARES TR7.7K shares2.66%2025-09-302025-11-06 IVE ISHARES TR16.3K shares-1.59%2025-09-302025-11-06 EFV ISHARES TR27.0K shares-4.91%2025-09-302025-11-06 IWF ISHARES TR3.1K shares-1.48%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR1.3K shares0.08%2025-09-302025-11-06 VTI VANGUARD INDEX FDS2.5K shares0.00%2025-09-302025-11-06 RSP INVESCO EXCHANGE TRADED FD T4.2K sharesnew addition2025-09-302025-11-06 IWN ISHARES TR3.9K shares0.00%2025-09-302025-11-06 IWS ISHARES TR4.5K shares-17.50%2025-09-302025-11-06 IWP ISHARES TR4.3K shares-3.20%2025-09-302025-11-06 AAPL APPLE INC2.3K shares-14.86%2025-09-302025-11-06 IWM ISHARES TR2.1K shares12.39%2025-09-302025-11-06 MSFT MICROSOFT CORP882 sharesnew addition2025-09-302025-11-06 BND VANGUARD BD INDEX FDS6.0K shares2.93%2025-09-302025-11-06 CWI SPDR INDEX SHS FDS12.4K shares0.00%2025-09-302025-11-06 OEF ISHARES TR1.2K sharesnew addition2025-09-302025-11-06 SDY SPDR SERIES TRUST2.2K sharesnew addition2025-09-302025-11-06 MCD MCDONALDS CORP1.0K shares0.00%2025-09-302025-11-06 HD HOME DEPOT INC741 shares11.26%2025-09-302025-11-06 VTV VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-11-06 VBR VANGUARD INDEX FDS1.3K sharesnew addition2025-09-302025-11-06 VUG VANGUARD INDEX FDS547 shares0.00%2025-09-302025-11-06 CNC CENTENE CORP DEL7.1K sharesnew addition2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL466 shares2.64%2025-09-302025-11-06 KO COCA COLA CO3.3K sharesnew addition2025-09-302025-11-06 AXP AMERICAN EXPRESS CO650 shares0.00%2025-09-302025-11-06 VTWO VANGUARD SCOTTSDALE FDS2.1K sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available