Stegner Investment Associates Inc.

Est. AUM

$182.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	S&P 500 GRWT ETF	$69.5M	614290	38.06%	SOLE
2	ISHARES TR	RUS MID CAP ETF	$40.9M	420379	22.39%	SOLE
3	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$19.9M	67320	10.88%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.3M	13954	4.57%	SOLE
5	ISHARES TR	RUS 1000 VAL ETF	$8.2M	38391	4.49%	SOLE
6	ISHARES TR	RUS 1000 ETF	$7.3M	20534	4.01%	SOLE
7	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$5.0M	45641	2.74%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$4.8M	7377	2.64%	SOLE
9	ISHARES TR	S&P 500 VAL ETF	$3.4M	16258	1.88%	SOLE
10	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.4M	17631	1.85%	SOLE
11	ISHARES TR	EAFE VALUE ETF	$1.7M	22283	0.91%	SOLE
12	ISHARES TR	RUS MD CP GR ETF	$1.3M	10236	0.72%	SOLE
13	MICROSOFT CORP	COM	$1.2M	3144	0.64%	SOLE
14	ISHARES TR	RUS 1000 GRW ETF	$829K	1945	0.45%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$802K	1234	0.44%	SOLE
16	VANGUARD INDEX FDS	TOTAL STK MKT	$753K	2350	0.41%	SOLE
17	ISHARES TR	RUS 2000 VAL ETF	$743K	3919	0.41%	SOLE
18	ISHARES TR	RUS MDCP VAL ETF	$732K	5026	0.40%	SOLE
19	APPLE INC	COM	$711K	2802	0.39%	SOLE
20	ISHARES TR	RUSSELL 2000 ETF	$490K	1977	0.27%	SOLE
21	ISHARES TR	S&P 100 ETF	$369K	1161	0.20%	SOLE
22	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$369K	5013	0.20%	SOLE
23	SPDR INDEX SHS FDS	STATE STREET SPD	$341K	9343	0.19%	SOLE
24	COSTCO WHOLESALE CORPORATION	COM	$312K	314	0.17%	SOLE
25	MCDONALDS CORP	COM	$311K	1003	0.17%	SOLE
26	EXXON MOBIL CORP	COM	$276K	1628	0.15%	SOLE
27	COCA COLA CO	COM	$249K	3280	0.14%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$221K	462	0.12%	SOLE
29	HOME DEPOT INC	COM	$209K	636	0.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.