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Home > Institutional Investor > Stegner Investment Associates Inc. > Profile

Instuitional Investor - Stegner Investment Associates Inc.

Fund Profile
Filing Period:
Fund Name: Stegner Investment Associates Inc.
Portfolio Value $143,032,746
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 637,250 $59,155,872 41.36%
2.
Ishares Trust
 IEF 330,614 $28,125,310 19.66%
3.
Vanguard Scottsdale Funds
 62,902 $15,968,225 11.16%
4.
Ishares Trust
 IEF 26,505 $8,130,007 5.68%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 10,245 $5,264,761 3.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)