Stegner Investment Associates Inc. Top Holdings and 13F Report (2024) About Stegner Investment Associates Inc.Investment ActivityStegner Investment Associates Inc. has $147.17 million in total holdings as of September 30, 2024.Stegner Investment Associates Inc. owns shares of 24 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 0.95% of the portfolio was purchased this quarter.About 0.66% of the portfolio was sold this quarter.This quarter, Stegner Investment Associates Inc. has purchased 24 new stocks and bought additional shares in 6 stocks.Stegner Investment Associates Inc. sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $61,347,768iShares Russell Mid-Cap ETF $29,546,256Vanguard Russell 1000 $16,268,430iShares Russell 1000 ETF $8,376,820Vanguard S&P 500 ETF $5,405,726 Largest Purchases this Quarter iShares S&P 500 Growth ETF 7,178 shares (about $687.29K)Vanguard Russell 1000 1,547 shares (about $402.33K)Vanguard S&P 500 ETF 568 shares (about $299.70K)Vanguard Russell 1000 Growth ETF 15 shares (about $1.45K)SPDR S&P 500 ETF Trust 1 shares (about $573.72) Largest Sales this Quarter iShares Russell Mid-Cap ETF 6,295 shares (about $554.84K)iShares Core S&P 500 ETF 268 shares (about $154.59K)iShares Russell 1000 Growth ETF 300 shares (about $112.61K)iShares MSCI EAFE Value ETF 615 shares (about $35.38K)iShares S&P 500 Value ETF 137 shares (about $27.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStegner Investment Associates Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVWiShares S&P 500 Growth ETF$61,347,768$687,293 ▲1.1%640,70841.7%ETFIWRiShares Russell Mid-Cap ETF$29,546,256$554,841 ▼-1.8%335,22020.1%ETFVONEVanguard Russell 1000$16,268,430$402,329 ▲2.5%62,55411.1%ETFIWBiShares Russell 1000 ETF$8,376,820$7,860 ▼-0.1%26,6455.7%ETFVOOVanguard S&P 500 ETF$5,405,726$299,703 ▲5.9%10,2453.7%ETFIWDiShares Russell 1000 Value ETF$5,042,466$569 ▲0.0%26,5673.4%ETFVONGVanguard Russell 1000 Growth ETF$4,401,674$1,448 ▲0.0%45,6043.0%ETFIVViShares Core S&P 500 ETF$4,354,414$154,588 ▼-3.4%7,5493.0%ETFIVEiShares S&P 500 Value ETF$3,393,789$27,012 ▼-0.8%17,2132.3%ETFEFViShares MSCI EAFE Value ETF$1,843,606$35,381 ▼-1.9%32,0461.3%ETFIWFiShares Russell 1000 Growth ETF$1,230,823$112,610 ▼-8.4%3,2790.8%ETFIWSiShares Russell Mid-Cap Value ETF$793,4830.0%6,0000.5%ETFIWNiShares Russell 2000 Value ETF$745,730$15,015 ▼-2.0%4,4700.5%ETFAAPLApple$611,392$5,359 ▼-0.9%2,6240.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$557,660$574 ▲0.1%9720.4%FinanceIWPiShares Russell Mid-Cap Growth ETF$516,6290.0%4,4050.4%ETFIWOiShares Russell 2000 Growth ETF$458,8050.0%1,6160.3%ETFCWISPDR MSCI ACWI ex-US ETF$427,682$14,794 ▼-3.3%14,0500.3%ETFIWMiShares Russell 2000 ETF$420,9020.0%1,9050.3%FinanceBNDVanguard Total Bond Market ETF$395,755$17,501 ▼-4.2%5,2690.3%ETFMCDMcDonald's$305,424$3,350 ▼-1.1%1,0030.2%Retail/WholesaleHDHome Depot$257,707$7,699 ▼-2.9%6360.2%Retail/WholesaleBRK.BBerkshire Hathaway$256,3650.0%5570.2%FinanceVTWOVanguard Russell 2000 ETF$215,179$10,366 ▼-4.6%2,4080.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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