0001172661-24-001916.txt : 20240422 0001172661-24-001916.hdr.sgml : 20240422 20240422125238 ACCESSION NUMBER: 0001172661-24-001916 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 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: 24860545 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 03-31-2024 03-31-2024 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 04-22-2024 0 22 136543999 true INFORMATION TABLE 2 infotable.xml HOME DEPOT INC COM 437076102 243970 636 SH SOLE 0 0 636 ISHARES TR S&P 500 VAL ETF 464287408 3241621 17353 SH SOLE 132 0 17221 ISHARES TR EAFE VALUE ETF 464288877 1825011 33548 SH SOLE 0 0 33548 ISHARES TR RUS 2000 VAL ETF 464287630 724217 4560 SH SOLE 0 0 4560 ISHARES TR RUS MD CP GR ETF 464287481 502754 4405 SH SOLE 0 0 4405 ISHARES TR RUS 1000 VAL ETF 464287598 4757439 26562 SH SOLE 0 0 26562 ISHARES TR RUSSELL 2000 ETF 464287655 452036 2149 SH SOLE 0 0 2149 ISHARES TR S&P 500 GRWT ETF 464287309 55548624 657847 SH SOLE 668 0 657179 ISHARES TR RUS 2000 GRW ETF 464287648 437480 1616 SH SOLE 0 0 1616 ISHARES TR RUS 1000 GRW ETF 464287614 1286140 3816 SH SOLE 0 0 3816 ISHARES TR RUS MID CAP ETF 464287499 29203910 347293 SH SOLE 704 0 346589 ISHARES TR CORE S&P500 ETF 464287200 4121203 7839 SH SOLE 0 0 7839 ISHARES TR RUS MDCP VAL ETF 464287473 751964 6000 SH SOLE 0 0 6000 ISHARES TR RUS 1000 ETF 464287622 7790588 27048 SH SOLE 0 0 27048 MCDONALDS CORP COM 580135101 282796 1003 SH SOLE 0 0 1003 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 417650 14706 SH SOLE 0 0 14706 SPDR S&P 500 ETF TR TR UNIT 78462F103 506925 969 SH SOLE 0 0 969 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 383777 5284 SH SOLE 0 0 5284 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5033660 10472 SH SOLE 0 0 10472 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 14843206 62283 SH SOLE 0 0 62283 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 3972295 45832 SH SOLE 0 0 45832 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 216733 2548 SH SOLE 0 0 2548