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| Name: |
Stegner Investment Associates Inc. |
| City: |
Louisville |
| State: |
KY |
| Zip: |
40207 |
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data |
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| Holdings
Found :
7 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VONE |
Vanguard Russell 1000 Etf |
3 |
- |
$242.12 |
$14,843,000 |
62,283 |
10.87% |
1,376,000 |
207 |
0.058 |
N/A |
|
|
IWB |
ishares trust Russell 1000 |
4 |
- |
$292.61 |
$7,791,000 |
27,048 |
5.71% |
699,000 |
6 |
0.02 |
Closed - End Fund - E... |
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IWD |
iShares Russell 1000 Value |
6 |
- |
$176.11 |
$4,757,000 |
26,562 |
3.48% |
368,000 |
3 |
0.009 |
Closed - End Fund - E... |
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VONG |
Vanguard Russell 1000 Growt... |
8 |
- |
$90.38 |
$3,972,000 |
45,832 |
2.91% |
397,000 |
9 |
0.005 |
N/A |
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SPY |
Standard & Poors Depository... |
14 |
- |
$534.67 |
$507,000 |
969 |
0.37% |
47,000 |
2 |
0 |
Closed - End Fund - E... |
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CWI |
streetTRACKS Spdr Ms |
18 |
- |
$28.69 |
$418,000 |
14,706 |
0.31% |
22,000 |
59 |
0.028 |
Closed - End Fund - E... |
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BND |
Vanguard Total Bond Market ETF |
19 |
- |
$72.29 |
$384,000 |
5,284 |
0.28% |
19,000 |
319 |
0.001 |
Closed - End Fund - E... |
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