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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 $188,177,704
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 619,494 $76,358,872 40.58%
2.
Ishares Trust
 IEF 442,962 $42,643,931 22.66%
3.
Vanguard Scottsdale Funds
 64,778 $20,018,877 10.64%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 13,954 $8,750,671 4.65%
5.
Ishares Trust
 IEF 38,389 $8,074,650 4.29%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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