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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 $210,327,257
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 608,731 $83,718,799 39.8%
2.
Ishares Trust
 IEF 407,479 $44,953,077 21.37%
3.
Vanguard Scottsdale Funds
 VCIT 67,323 $22,803,716 10.84%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 13,909 $9,552,511 4.54%
5.
Ishares Trust
 IEF 38,393 $9,307,597 4.43%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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