Stegner Investment Associates Inc. Top Holdings and 13F Report (2025) About Stegner Investment Associates Inc.Investment ActivityStegner Investment Associates Inc. has $151.10 million in total holdings as of December 31, 2024.Stegner Investment Associates Inc. owns shares of 27 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 1.10% of the portfolio was purchased this quarter.About 1.55% of the portfolio was sold this quarter.This quarter, Stegner Investment Associates Inc. has purchased 24 new stocks and bought additional shares in 10 stocks.Stegner Investment Associates Inc. sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $64,083,122iShares Russell Mid-Cap ETF $28,371,595Vanguard Russell 1000 $16,729,242iShares Russell 1000 ETF $8,537,239Vanguard S&P 500 ETF $5,519,850 Largest New Holdings this Quarter Vanguard Total Stock Market ETF $772,633 HoldingVanguard Value ETF $274,943 HoldingVanguard Growth ETF $244,212 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 2,666 shares (about $772.63K)Vanguard Value ETF 1,624 shares (about $274.94K)Vanguard Growth ETF 595 shares (about $244.21K)SPDR S&P 500 ETF Trust 296 shares (about $173.52K)iShares Core S&P 500 ETF 109 shares (about $64.17K) Largest Sales this Quarter iShares Russell Mid-Cap ETF 14,274 shares (about $1.26M)iShares S&P 500 Growth ETF 9,534 shares (about $967.99K)iShares Russell 1000 ETF 145 shares (about $46.71K)iShares Russell 2000 Growth ETF 67 shares (about $19.28K)iShares S&P 500 Value ETF 99 shares (about $18.90K) 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$64,083,122$967,987 ▼-1.5%631,17442.4%ETFIWRiShares Russell Mid-Cap ETF$28,371,595$1,261,820 ▼-4.3%320,94618.8%ETFVONEVanguard Russell 1000$16,729,242$44,809 ▲0.3%62,72211.1%ETFIWBiShares Russell 1000 ETF$8,537,239$46,713 ▼-0.5%26,5005.6%ETFVOOVanguard S&P 500 ETF$5,519,8500.0%10,2453.7%ETFIWDiShares Russell 1000 Value ETF$4,918,994$555 ▲0.0%26,5703.3%ETFVONGVanguard Russell 1000 Growth ETF$4,711,516$620 ▲0.0%45,6103.1%ETFIVViShares Core S&P 500 ETF$4,508,111$64,166 ▲1.4%7,6583.0%ETFIVEiShares S&P 500 Value ETF$3,266,625$18,897 ▼-0.6%17,1142.2%ETFEFViShares MSCI EAFE Value ETF$1,681,4540.0%32,0461.1%ETFIWFiShares Russell 1000 Growth ETF$1,309,903$6,827 ▼-0.5%3,2620.9%ETFIWSiShares Russell Mid-Cap Value ETF$773,178$2,845 ▼-0.4%5,9780.5%ETFVTIVanguard Total Stock Market ETF$772,633$772,633 ▲New Holding2,6660.5%ETFSPYSPDR S&P 500 ETF Trust$743,322$173,520 ▲30.5%1,2680.5%FinanceIWNiShares Russell 2000 Value ETF$716,930$16,910 ▼-2.3%4,3670.5%ETFAAPLApple$663,863$6,761 ▲1.0%2,6510.4%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$558,2980.0%4,4050.4%ETFIWOiShares Russell 2000 Growth ETF$445,692$19,278 ▼-4.1%1,5490.3%ETFIWMiShares Russell 2000 ETF$421,0350.0%1,9050.3%FinanceBNDVanguard Total Bond Market ETF$417,438$38,544 ▲10.2%5,8050.3%ETFCWISPDR MSCI ACWI ex-US ETF$407,896$15,339 ▲3.9%14,5990.3%ETFMCDMcDonald's$300,326$9,566 ▲3.3%1,0360.2%Retail/WholesaleVTVVanguard Value ETF$274,943$274,943 ▲New Holding1,6240.2%ETFHDHome Depot$259,067$11,670 ▲4.7%6660.2%Retail/WholesaleBRK.BBerkshire Hathaway$252,4770.0%5570.2%FinanceVUGVanguard Growth ETF$244,212$244,212 ▲New Holding5950.2%ETFVTWOVanguard Russell 2000 ETF$214,213$893 ▼-0.4%2,3980.1%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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