Stegner Investment Associates Inc. Top Holdings and 13F Report (2024) → Automatic Income (from home) (From Awesomely, LLC) (Ad) About Stegner Investment Associates Inc.Investment ActivityStegner Investment Associates Inc. has $136.54 million in total holdings as of March 31, 2024.Stegner Investment Associates Inc. owns shares of 22 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 0.60% of the portfolio was purchased this quarter.About 2.48% of the portfolio was sold this quarter.This quarter, Stegner Investment Associates Inc. has purchased 19 new stocks and bought additional shares in 7 stocks.Stegner Investment Associates Inc. sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $55,548,624iShares Russell Mid-Cap ETF $29,203,910Vanguard Russell 1000 $14,843,206iShares Russell 1000 ETF $7,790,588Vanguard S&P 500 ETF $5,033,660 Largest New Holdings this Quarter McDonald's $282,796 HoldingHome Depot $243,970 HoldingVanguard Russell 2000 ETF $216,733 Holding Largest Purchases this Quarter McDonald's 1,003 shares (about $282.80K)Home Depot 636 shares (about $243.97K)Vanguard Russell 2000 ETF 2,548 shares (about $216.73K)Vanguard Russell 1000 207 shares (about $49.33K)Vanguard Total Bond Market ETF 319 shares (about $23.17K) Largest Sales this Quarter iShares S&P 500 Growth ETF 25,579 shares (about $2.16M)iShares S&P 500 Value ETF 2,213 shares (about $413.40K)iShares Russell Mid-Cap ETF 3,263 shares (about $274.39K)iShares Russell 1000 Growth ETF 614 shares (about $206.94K)iShares Russell 2000 ETF 484 shares (about $101.81K) 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$55,548,624$2,159,892 ▼-3.7%657,84740.7%ETFIWRiShares Russell Mid-Cap ETF$29,203,910$274,386 ▼-0.9%347,29321.4%ETFVONEVanguard Russell 1000$14,843,206$49,332 ▲0.3%62,28310.9%ETFIWBiShares Russell 1000 ETF$7,790,588$1,728 ▲0.0%27,0485.7%ETFVOOVanguard S&P 500 ETF$5,033,6600.0%10,4723.7%ETFIWDiShares Russell 1000 Value ETF$4,757,439$537 ▲0.0%26,5623.5%ETFIVViShares Core S&P 500 ETF$4,121,203$67,819 ▼-1.6%7,8393.0%ETFVONGVanguard Russell 1000 Growth ETF$3,972,295$780 ▲0.0%45,8322.9%ETFIVEiShares S&P 500 Value ETF$3,241,621$413,399 ▼-11.3%17,3532.4%ETFEFViShares MSCI EAFE Value ETF$1,825,011$42,106 ▼-2.3%33,5481.3%ETFIWFiShares Russell 1000 Growth ETF$1,286,140$206,942 ▼-13.9%3,8160.9%ETFIWSiShares Russell Mid-Cap Value ETF$751,964$10,653 ▼-1.4%6,0000.6%ETFIWNiShares Russell 2000 Value ETF$724,217$58,604 ▼-7.5%4,5600.5%ETFSPYSPDR S&P 500 ETF Trust$506,925$1,046 ▲0.2%9690.4%FinanceIWPiShares Russell Mid-Cap Growth ETF$502,7540.0%4,4050.4%ETFIWMiShares Russell 2000 ETF$452,036$101,808 ▼-18.4%2,1490.3%FinanceIWOiShares Russell 2000 Growth ETF$437,480$48,729 ▼-10.0%1,6160.3%ETFCWISPDR MSCI ACWI ex-US ETF$417,650$1,676 ▲0.4%14,7060.3%ETFBNDVanguard Total Bond Market ETF$383,777$23,169 ▲6.4%5,2840.3%ETFMCDMcDonald's$282,796$282,796 ▲New Holding1,0030.2%Retail/WholesaleHDHome Depot$243,970$243,970 ▲New Holding6360.2%Retail/WholesaleVTWOVanguard Russell 2000 ETF$216,733$216,733 ▲New Holding2,5480.2%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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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