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Home > Institutional Investor > Stegner Investment Associates Inc. > 13F Holdings

Instuitional Investor - Stegner Investment Associates Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 614,290 $69,482,331 38.06%
2.
Ishares Trust
 IEF 420,379 $40,873,445 22.39%
3.
Vanguard Scottsdale Funds
 67,320 $19,867,519 10.88%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 13,954 $8,337,926 4.57%
5.
Ishares Trust
 IEF 38,391 $8,202,996 4.49%
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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