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CIK: 0001907433
Total reported value
$210.3M
$210.3M
24 檔
54.3%
During the Q2 2024 filing period, Stegner Investment Associates Inc. (CIK: 0001907433) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $210.3M across 24 reported positions.
During Q2 2024, Stegner Investment Associates Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 42.17% | +1.74% | -3.70% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 19.92% | -1.02% | -1.66% | |
| 3 | VONE | Vanguard Russell 1000 | ETF-Other | 10.80% | -0.04% | -2.05% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.71% | -0.46% | -1.40% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.48% | -0.03% | -7.59% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.33% | -0.06% | +0.01% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.08% | +0.05% | -0.28% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.08% | +0.03% | -0.53% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.27% | -0.14% | -0.02% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.25% | -0.10% | -2.64% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.94% | +0.01% | -6.21% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.52% | +0.08% | — | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.50% | — | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.40% | +0.07% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | — | +0.21% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.35% | -0.03% | — | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.31% | — | — | |
| 18 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.30% | +0.01% | -1.16% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | +0.04% | +4.13% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.28% | -0.09% | -11.35% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.19% | -0.04% | +1.10% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | — | — | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | — | +2.99% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.15% | — | -0.94% |
According to official SEC Form 13F filings, Stegner Investment Associates Inc. reported a total U.S. public equity portfolio value of $210.3M across 24 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, IWR, VONE) accounted for 54.3% of total reported equity market value during Q2 2024.
During Q2 2024, Stegner Investment Associates Inc.'s top holdings by market value included IVW (42.2%)、IWR (19.9%)、VONE (10.8%). The largest single position, IVW, represented 42.2% of total portfolio value.
In Q2 2024, Stegner Investment Associates Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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