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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 $126,145,792
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 683,426 $51,325,291 40.68%
2.
Ishares Trust
 IEF 350,556 $27,248,695 21.6%
3.
Vanguard Scottsdale Funds
 62,076 $13,466,707 10.67%
4.
Ishares Trust
 IEF 27,042 $7,092,005 5.62%
5.
Vanguard Index Fds
 10,472 $4,573,960 3.62%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)