Stegner Investment Associates Inc. 13F Holdings
CIK 0001907433 · Louisville, KY
As of Sep 30, 2025, Stegner Investment Associates Inc. reported 34 positions worth
CIK 0001907433 · Louisville, KY
As of Sep 30, 2025, Stegner Investment Associates Inc. reported 34 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF | IVW | — | 630,543 | $76.1M | 41.74% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 401,968 | $38.8M | 21.28% |
| VANGUARD RUSSELL 1000 INDEX FUND | VONE | — | 64,774 | 9.6M | 10.74% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 23,548 | $8.6M | 4.72% |
| VANGUARD 500 INDEX FUND | VOO | — | 10,585 | $6.5M | 3.55% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 45,629 | $5.5M | 3.01% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 26,573 | $5.4M | 2.97% |
| ISHARES CORE S&P 500 ETF | IVV | — | 7,681 | $5.1M | 2.82% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 16,255 | $3.4M | 1.84% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 26,955 | .8M | 1.00% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 3,118 | .5M | 0.80% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,272 | $847.6K | 0.46% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 2,499 | $820.1K | 0.45% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 4,188 | $794.5K | 0.44% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 3,862 | $682.8K | 0.37% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 4,549 | $635.3K | 0.35% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 4,264 | $607.2K | 0.33% |
| APPLE INC | AAPL | Technology | 2,257 | $574.7K | 0.32% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 2,141 | $518.2K | 0.28% |
| MICROSOFT CORP | MSFT | Technology | 882 | $456.8K | 0.25% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 5,964 | $443.5K | 0.24% |
| SPDR(R) MSCI ACWI EX-US ETF | CWI | — | 12,365 | $431.8K | 0.24% |
| ISHARES S&P 100 ETF | OEF | — | 1,161 | $386.4K | 0.21% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 2,221 | $311.1K | 0.17% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1,003 | $304.8K | 0.17% |