13F-HR filed by Stegner Investment Associates Inc.
Stegner Investment Associates Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-05, with 26 holding rows worth $143,032,746.
- Accession
- 0001172661-25-001573
- Filer
- CIK 1907433
- Filed
- 2025-05-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 26 entries on the cover page, a total value of $143,032,746 stated on the cover page (in dollars after the unit check, H1), rows summing to $143,032,746 with VALUE read as dollars as filed, 13F file number 028-21684. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF | 464287309 | SHS | 637,250 | $59,155,872 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| iShares Russell Midcap ETF | 464287499 | SHS | 330,614 | $28,125,310 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 62,902 | $15,968,225 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 26,505 | $8,130,007 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Vanguard S&P 500 ETF | 922908363 | COM | 10,245 | $5,264,761 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 26,573 | $4,999,993 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 45,617 | $4,232,801 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 7,421 | $4,169,860 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| iShares S&P 500 Value ETF | 464287408 | SHS | 16,440 | $3,133,040 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 31,467 | $1,854,665 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,250 | $1,173,496 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 5,859 | $738,042 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| VTI | 922908769 | COM | 2,666 | $732,723 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| SPY | 78462F103 | SHS | 1,270 | $710,277 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Apple Inc | 037833100 | COM | 2,651 | $588,867 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 3,831 | $578,404 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 4,405 | $517,510 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 6,029 | $442,830 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 1,549 | $395,691 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| SPDR MSCI ACWI EX-US ETF | 78463X848 | COM | 13,017 | $385,043 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,905 | $380,125 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| McDonalds Corporation | 580135101 | COM | 1,003 | $313,307 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Berkshire Hathaway Inc | 084670702 | COM | 557 | $296,647 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Vanguard Value ETF | 922908744 | SHS | 1,624 | $280,530 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Home Depot, Inc | 437076102 | COM | 666 | $244,082 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
| Vanguard Growth | 922908736 | COM | 595 | $220,638 | dollars as filed | The filing omitted confidential holdings, a later amendment may add them. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-001573 | this filing | 2025-05-05 | acceptance time not in the bulk data set |