Steffes Financial, Ltd. - Portfolio overview

Steffes Financial, Ltd. has 32 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 29.53%
2. VOO - VANGUARD INDEX FDS, 22.69%
3. SCHG - SCHWAB STRATEGIC TR, 12.56%

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

Explore securities or join Upside Invest to compare portfolios.