Stegner Investment Associates Inc. - Portfolio overview

Stegner Investment Associates Inc. has 36 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES TR, 37.68%
2. IWR - ISHARES TR, 22.17%
3. VONE - VANGUARD SCOTTSDALE FDS, 10.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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