0001172661-24-000593.txt : 20240208 0001172661-24-000593.hdr.sgml : 20240208 20240208164003 ACCESSION NUMBER: 0001172661-24-000593 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 EFFECTIVENESS DATE: 20240208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stegner Investment Associates Inc. CENTRAL INDEX KEY: 0001907433 ORGANIZATION NAME: IRS NUMBER: 611253247 STATE OF INCORPORATION: KY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21684 FILM NUMBER: 24609732 BUSINESS ADDRESS: STREET 1: 233 BRECKENRIDGE LANE CITY: LOUISVILLE STATE: KY ZIP: 40207 BUSINESS PHONE: 502-895-0122 MAIL ADDRESS: STREET 1: 233 BRECKENRIDGE LANE CITY: LOUISVILLE STATE: KY ZIP: 40207 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001907433 XXXXXXXX 12-31-2023 12-31-2023 false Stegner Investment Associates Inc.

233 Breckenridge Lane Louisville KY 40207

13F HOLDINGS REPORT 028-21684 000107480 801-46803 N Doug Peabody 502-895-0122 /s/ Doug Peabody Louisville KY 02-08-2024 0 19 126145792 INFORMATION TABLE 2 infotable.xml ISHARES TR RUS 1000 VAL ETF 464287598 4388869 26559 SH SOLE 0 0 26559 ISHARES TR RUS MID CAP ETF 464287499 27248695 350556 SH SOLE 704 0 349852 ISHARES TR RUS 1000 GRW ETF 464287614 1343004 4430 SH SOLE 0 0 4430 ISHARES TR RUSSELL 2000 ETF 464287655 528566 2633 SH SOLE 0 0 2633 ISHARES TR S&P 500 GRWT ETF 464287309 51325291 683426 SH SOLE 668 0 682758 ISHARES TR EAFE VALUE ETF 464288877 1788176 34322 SH SOLE 0 0 34322 ISHARES TR RUS MD CP GR ETF 464287481 460117 4405 SH SOLE 0 0 4405 ISHARES TR RUS MDCP VAL ETF 464287473 707610 6085 SH SOLE 0 0 6085 ISHARES TR RUS 2000 VAL ETF 464287630 765664 4929 SH SOLE 0 0 4929 ISHARES TR RUS 2000 GRW ETF 464287648 452936 1796 SH SOLE 0 0 1796 ISHARES TR RUS 1000 ETF 464287622 7092005 27042 SH SOLE 0 0 27042 ISHARES TR S&P 500 VAL ETF 464287408 3402245 19566 SH SOLE 132 0 19434 ISHARES TR CORE S&P500 ETF 464287200 3805761 7968 SH SOLE 0 0 7968 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 396055 14647 SH SOLE 0 0 14647 SPDR S&P 500 ETF TR TR UNIT 78462F103 459817 967 SH SOLE 0 0 967 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 365176 4965 SH SOLE 0 0 4965 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4573960 10472 SH SOLE 0 0 10472 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 13466707 62076 SH SOLE 0 0 62076 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 3575138 45823 SH SOLE 0 0 45823