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Disclosed positions
Stegner Investment Associates Inc.: source evidence dated 2026-07-25T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVW
- Class
- S&P 500 GRWT ETF
- Reported value
- $83,718,799
- Reported amount
- 608,731
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001907433-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IVW | S&P 500 GRWT ETF | $83,718,799 | 608,731 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $44,953,077 | 407,479 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONE | VNG RUS1000IDX | $22,803,716 | 67,323 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $9,552,511 | 13,909 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $9,307,597 | 38,393 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $7,463,645 | 18,226 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $5,834,163 | 45,647 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $5,663,855 | 7,563 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $3,751,348 | 17,631 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $3,652,374 | 16,086 | SH | None |
| ISHARES TR | EFV | EAFE VALUE ETF | $1,705,764 | 22,283 | SH | None |
| ISHARES TR | IWP | RUS MD CP GR ETF | $1,447,514 | 9,887 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,083,521 | 2,905 | SH | None |
| ISHARES TR | IWS | RUS MDCP VAL ETF | $1,017,372 | 6,181 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $966,079 | 7,780 | SH | None |
| APPLE INC | AAPL | COM | $961,214 | 3,322 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $922,111 | 1,235 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $869,594 | 2,350 | SH | None |
| ISHARES TR | IWN | RUS 2000 VAL ETF | $863,786 | 3,905 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $504,253 | 6,869 | SH | None |
| ISHARES TR | OEF | S&P 100 ETF | $424,775 | 1,161 | SH | None |
| SPDR INDEX SHS FDS | CWI | ST STR ACWI ETF | $413,939 | 10,178 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $388,627 | 1,293 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $303,563 | 1,019 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $293,426 | 314 | SH | None |
| MCDONALDS CORP | MCD | COM | $271,121 | 1,003 | SH | None |
| COCA COLA CO | KO | COM | $266,566 | 3,280 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $256,200 | 512 | SH | None |
| HOME DEPOT INC | HD | COM | $224,304 | 636 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $222,580 | 1,628 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $219,863 | 650 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.