The Analysis of Stegner Investment Associates Inc.'s Holdings
Currently, Stegner Investment Associates Inc. holds 29 types of securities in its portfolio with a total value $188.2M. In the most recent quarter, they have increased their positions in IWR (+41.0K shares, valued at $3.9M), IWD (+11.8K shares, valued at $2.5M), N/A (+3.4K shares, valued at $2.1M); decreased their positions in IVW (-11.0K shares, valued at $1.4M), IWB (-2.8K shares, valued at $1.0M), IWF (-1.2K shares, valued at $555.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVW ISHARES TR619.5K shares-1.75%2025-12-312026-01-30
IWR ISHARES TR443.0K shares10.20%2025-12-312026-01-30 VONE VANGUARD SCOTTSDALE FDS64.8K shares0.01%2025-12-312026-01-30 IWD ISHARES TR38.4K shares44.47%2025-12-312026-01-30 IWB ISHARES TR20.7K shares-11.92%2025-12-312026-01-30 VONG VANGUARD SCOTTSDALE FDS45.6K shares0.01%2025-12-312026-01-30 IVV ISHARES TR7.3K shares-4.54%2025-12-312026-01-30 IVE ISHARES TR16.3K shares0.30%2025-12-312026-01-30 EFV ISHARES TR22.3K shares-17.33%2025-12-312026-01-30 IWF ISHARES TR1.9K shares-37.62%2025-12-312026-01-30 IWP ISHARES TR6.3K shares48.59%2025-12-312026-01-30 SPY SPDR S&P 500 ETF TR1.2K shares-3.07%2025-12-312026-01-30 VTI VANGUARD INDEX FDS2.4K shares-5.96%2025-12-312026-01-30 IWN ISHARES TR3.9K shares1.48%2025-12-312026-01-30 AAPL APPLE INC2.1K shares-5.36%2025-12-312026-01-30 IWS ISHARES TR4.1K shares-9.74%2025-12-312026-01-30 IWM ISHARES TR2.0K shares-7.66%2025-12-312026-01-30 MSFT MICROSOFT CORP873 shares-1.02%2025-12-312026-01-30 OEF ISHARES TR1.2K shares3.62%2025-12-312026-01-30 BND VANGUARD BD INDEX FDS4.8K shares-19.80%2025-12-312026-01-30 CWI SPDR INDEX SHS FDS9.4K shares-24.01%2025-12-312026-01-30 MCD MCDONALDS CORP1.0K shares0.00%2025-12-312026-01-30 AXP AMERICAN EXPRESS CO650 shares0.00%2025-12-312026-01-30 KO COCA COLA CO3.3K shares-0.94%2025-12-312026-01-30 SDY SPDR SERIES TRUST1.6K shares-26.97%2025-12-312026-01-30 HD HOME DEPOT INC636 shares-14.17%2025-12-312026-01-30 VUG VANGUARD INDEX FDS422 shares-22.85%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available