Stegner Investment Associates Inc.

Q3 2021 13F Holdings Report, Stock Holdings

Signature - Title
Doug Peabody - Chief Compliance Officer
Location
Louisville, KY
Holdings as of
30 Sep 2021
Value $
$132,202,000
Num holdings
21
Filing time
19 Apr 2022, 17:11:05 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVW, IWR, VONE, IWB, and VOO.
Previous filing
Q2 2021 - 19 Apr 2022
Next filing
Q4 2021 - 09 Feb 2022
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2021 Q3 compared to 2021 Q2 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Doug Peabody Chief Compliance Officer Louisville, Kentucky 19 Apr 2022

Firm recently became aware of its Form 13F filing requirement; retrospective filings are being submitted at this time covering all reportable quarters.