SEC Form 13F

Stegner Investment Associates Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$210,327,257
Positions31

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVWS&P 500 GRWT ETF$83,718,799608,731
ISHARES TRIWRRUS MID CAP ETF$44,953,077407,479
VANGUARD SCOTTSDALE FDSVONEVNG RUS1000IDX$22,803,71667,323
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$9,552,51113,909
ISHARES TRIWDRUS 1000 VAL ETF$9,307,59738,393
ISHARES TRIWBRUS 1000 ETF$7,463,64518,226
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$5,834,16345,647
ISHARES TRIVVCORE S&P500 ETF$5,663,8557,563
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$3,751,34817,631
ISHARES TRIVES&P 500 VAL ETF$3,652,37416,086

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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