SIA
Stegner Investment Associates Portfolio holdings
AUM
$163M
1-Year Est. Return
16.32%
1 Year Est. Return
+16.32%
AUM
$143M
AUM Growth
-$8.07M
(-5.3%)
Holding
27
Top Buys
| 1 | +$822K | |
| 2 | +$564K | |
| 3 | +$45.7K | |
| 4 |
Vanguard Total Bond Market
BND
|
+$16.5K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$1.53K |
Top Sells
| 1 | +$214K | |
| 2 | +$133K | |
| 3 | +$128K | |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$80.9K |
| 5 |
SPDR MSCI ACWI ex-US ETF
CWI
|
+$46.8K |
Sector Composition
| 1 | Technology | 0.41% |
| 2 | Consumer Discretionary | 0.39% |
| 3 | Financials | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Growth ETF
VUG
$203B
| $221K | 0.15% |
595
|
|
||
27
Vanguard Russell 2000 ETF
VTWO
$13B
| – | – |
-2,398
|
|