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CIK: 0001907433
Total reported value
$210.3M
$210.3M
27 檔
58.6%
In Q4 2024, Stegner Investment Associates Inc.'s U.S. equity holdings reached a combined market value of $210.3M, distributed across 27 disclosed stock positions.
In Q4 2024, Stegner Investment Associates Inc. displayed an active expansion posture, initiating 3 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 42.41% | +1.74% | -1.49% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 18.78% | -1.02% | -4.26% | |
| 3 | VONE | Vanguard Russell 1000 | ETF-Other | 11.07% | -0.04% | +0.27% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.65% | -0.46% | -0.54% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.65% | -0.03% | — | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.26% | -0.06% | +0.01% | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.12% | +0.03% | +0.01% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.98% | +0.05% | +1.44% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.16% | -0.14% | -0.58% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.11% | -0.10% | — | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.87% | +0.01% | -0.52% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.51% | +0.08% | -0.37% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | — | +30.45% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.47% | — | -2.30% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.44% | +0.07% | +1.03% | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.37% | -0.03% | — | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.29% | — | -4.15% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.28% | -0.09% | — | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.28% | +0.04% | +10.17% | |
| 21 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.27% | +0.01% | +3.91% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | -0.04% | +3.29% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.18% | — | — | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.17% | — | +4.72% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | — | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | — | — | |
| 27 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.14% | — | -0.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +0.7% | -1.49% | Trim |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | NEW | New buy |
| 3 | VTV | Vanguard Value ETF | +0.2% | NEW | New buy |
| 4 | VUG | Vanguard Growth ETF | +0.2% | NEW | New buy |
| 5 | VONG | Vanguard Russell 1000 Growth | +0.1% | +0.01% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +30.45% | Add |
| 7 | IWF | Ishares Russell 1000 Growth | 0% | -0.52% | Trim |
| 8 | VONE | Vanguard Russell 1000 | 0% | +0.27% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | 0% | +1.44% | Add |
| 10 | AAPL | Apple Inc | 0% | +1.03% | Add |
| 11 | IWP | Ishares Russell Mid-cap Grow | 0% | — | Unchanged |
| 12 | BND | Vanguard Total Bond Market | 0% | +10.17% | Add |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 14 | IWO | Ishares Russell 2000 Growth | 0% | -4.15% | Trim |
| 15 | MCD | Mcdonald's CORP | 0% | +3.29% | Add |
| 16 | HD | Home Depot Inc | 0% | +4.72% | Add |
| 17 | VTWO | Vanguard Russell 2000 ETF | 0% | -0.42% | Trim |
| 18 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 19 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 20 | CWI | State Street Spdr Msci Acwi | 0% | +3.91% | Add |
| 21 | IWS | Ishares Russell Mid-cap Valu | 0% | -0.37% | Trim |
| 22 | IWB | Ishares Russell 1000 ETF | 0% | -0.54% | Trim |
| 23 | IWN | Ishares Russell 2000 Value E | 0% | -2.30% | Trim |
| 24 | EFV | Ishares Msci Eafe Value ETF | -0.1% | — | Unchanged |
| 25 | IVE | Ishares S&p 500 Value ETF | -0.2% | -0.58% | Trim |
| 26 | IWD | Ishares Russell 1000 Value E | -0.2% | +0.01% | Add |
| 27 | IWR | Ishares Russell Mid-cap ETF | -1.3% | -4.26% | Trim |
According to official SEC Form 13F filings, Stegner Investment Associates Inc. reported a total U.S. public equity portfolio value of $210.3M across 27 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, IWR, VONE) accounted for 58.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
VTI
市值: $772.6K
Top Position Liquidated / Trimmed
IVW
前期市值: $61.3M
During Q4 2024, Stegner Investment Associates Inc.'s top holdings by market value included IVW (42.4%)、IWR (18.8%)、VONE (11.1%). The largest single position, IVW, represented 42.4% of total portfolio value.
In Q4 2024, Stegner Investment Associates Inc. made 22 total portfolio adjustments, initiating 3 new buys, adding to 10 positions, trimming 9 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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