StockDriftsStockDriftsTop 29 Stegner Investment Associates Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 38.06% | 614.3K | $69.5M | -0.84%(-5.20K) | $57.45(+138.92%) | 2026-03-31 | |
| IWR | ISHARES TR | 22.39% | 420.4K | $40.9M | -5.10%(-22.58K) | $67.44(+55.30%) | 2026-03-31 | |
| VONE | VANGUARD SCOTTSDALE FDS | 10.88% | 67.3K | $19.9M | +3.92%(+2.54K) | $176.80(+89.26%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.57% | 14.0K | $8.3M | +0.00%(+0) | $391.44(+74.33%) | 2026-03-31 | |
| IWD | ISHARES TR | 4.49% | 38.4K | $8.2M | +0.01%(+2) | $148.82(+57.70%) | 2026-03-31 | |
| IWB | ISHARES TR | 4.01% | 20.5K | $7.3M | -0.99%(-206) | $187.57(+115.56%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 2.74% | 45.6K | $5.0M | +0.02%(+7) | $62.91(+103.44%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.64% | 7.4K | $4.8M | +0.61%(+45) | $424.89(+75.51%) | 2026-03-31 | |
| IVE | ISHARES TR | 1.88% | 16.3K | $3.4M | -0.28%(-46) | $113.66(+97.65%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.85% | 17.6K | $3.4M | new | $190.31(+6.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.05% | +60.38% |
| Top 20 Holdings Unweighted | +13.01% | +44.35% |
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