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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 $151,103,174
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 631,174 $64,083,122 42.41%
2.
Ishares Trust
 IEF 320,946 $28,371,595 18.77%
3.
Vanguard Scottsdale Funds
 62,722 $16,729,242 11.07%
4.
Ishares Trust
 IEF 26,500 $8,537,239 5.64%
5.
Vanguard Index Fds
 10,245 $5,519,850 3.65%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)