Stegner Investment Associates Inc. Top Holdings and 13F Report (2025) About Stegner Investment Associates Inc.Investment ActivityStegner Investment Associates Inc. has $143.03 million in total holdings as of March 31, 2025.Stegner Investment Associates Inc. owns shares of 26 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 1.02% of the portfolio was purchased this quarter.About 0.47% of the portfolio was sold this quarter.This quarter, Stegner Investment Associates Inc. has purchased 27 new stocks and bought additional shares in 8 stocks.Stegner Investment Associates Inc. sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares S&P 500 Growth ETF $59,155,872iShares Russell Mid-Cap ETF $28,125,310Vanguard Russell 1000 $15,968,225iShares Russell 1000 ETF $8,130,007Vanguard S&P 500 ETF $5,264,761 Largest Purchases this Quarter iShares Russell Mid-Cap ETF 9,668 shares (about $822.46K)iShares S&P 500 Growth ETF 6,076 shares (about $564.03K)Vanguard Russell 1000 180 shares (about $45.69K)Vanguard Total Bond Market ETF 224 shares (about $16.45K)iShares Russell 1000 ETF 5 shares (about $1.53K) Largest Sales this Quarter iShares Core S&P 500 ETF 237 shares (about $133.17K)iShares S&P 500 Value ETF 674 shares (about $128.45K)iShares Russell 2000 Value ETF 536 shares (about $80.93K)SPDR MSCI ACWI ex-US ETF 1,582 shares (about $46.80K)iShares MSCI EAFE Value ETF 579 shares (about $34.13K) 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$59,155,872$564,035 ▲1.0%637,25041.4%ETFIWRiShares Russell Mid-Cap ETF$28,125,310$822,456 ▲3.0%330,61419.7%ETFVONEVanguard Russell 1000$15,968,225$45,695 ▲0.3%62,90211.2%ETFIWBiShares Russell 1000 ETF$8,130,007$1,534 ▲0.0%26,5055.7%ETFVOOVanguard S&P 500 ETF$5,264,7610.0%10,2453.7%ETFIWDiShares Russell 1000 Value ETF$4,999,993$564 ▲0.0%26,5733.5%ETFVONGVanguard Russell 1000 Growth ETF$4,232,801$650 ▲0.0%45,6173.0%ETFIVViShares Core S&P 500 ETF$4,169,860$133,170 ▼-3.1%7,4212.9%ETFIVEiShares S&P 500 Value ETF$3,133,040$128,447 ▼-3.9%16,4402.2%ETFEFViShares MSCI EAFE Value ETF$1,854,665$34,126 ▼-1.8%31,4671.3%ETFIWFiShares Russell 1000 Growth ETF$1,173,496$4,333 ▼-0.4%3,2500.8%ETFIWSiShares Russell Mid-Cap Value ETF$738,042$14,990 ▼-2.0%5,8590.5%ETFVTIVanguard Total Stock Market ETF$732,7230.0%2,6660.5%ETFSPYSPDR S&P 500 ETF Trust$710,277$1,119 ▲0.2%1,2700.5%FinanceAAPLApple$588,8670.0%2,6510.4%Computer and TechnologyIWNiShares Russell 2000 Value ETF$578,404$80,925 ▼-12.3%3,8310.4%ETFIWPiShares Russell Mid-Cap Growth ETF$517,5100.0%4,4050.4%ETFBNDVanguard Total Bond Market ETF$442,830$16,453 ▲3.9%6,0290.3%ETFIWOiShares Russell 2000 Growth ETF$395,6910.0%1,5490.3%ETFCWISPDR MSCI ACWI ex-US ETF$385,043$46,796 ▼-10.8%13,0170.3%ETFIWMiShares Russell 2000 ETF$380,1250.0%1,9050.3%FinanceMCDMcDonald's$313,307$10,308 ▼-3.2%1,0030.2%Retail/WholesaleBRK.BBerkshire Hathaway$296,6470.0%5570.2%FinanceVTVVanguard Value ETF$280,5300.0%1,6240.2%ETFHDHome Depot$244,0820.0%6660.2%Retail/WholesaleVUGVanguard Growth ETF$220,6380.0%5950.2%ETFVTWOVanguard Russell 2000 ETF$0$214,213 ▼-100.0%00.0%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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