0001907433-26-000002.txt : 20260430 0001907433-26-000002.hdr.sgml : 20260430 20260430125750 ACCESSION NUMBER: 0001907433-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260430 DATE AS OF CHANGE: 20260430 EFFECTIVENESS DATE: 20260430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stegner Investment Associates Inc. CENTRAL INDEX KEY: 0001907433 ORGANIZATION NAME: EIN: 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: 26922454 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 false false 0001907433 XXXXXXXX 03-31-2026 03-31-2026 Stegner Investment Associates Inc.

233 BRECKENRIDGE LANE LOUISVILLE KY 40207

13F HOLDINGS REPORT 028-21684 001907433 801-46803 N Douglas D. Peabody (502) 895-0122 Douglas D. Peabody LOUISVILLE KY 04-30-2026 0 29 182582760 false INFORMATION TABLE 2 Stegner.Q1.2026.xml APPLE INC COM 037833100 711203 2802 SH SOLE 0 0 2802 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 221390 462 SH SOLE 0 0 462 COCA COLA CO COM 191216100 249444 3280 SH SOLE 0 0 3280 COSTCO WHOLESALE CORPORATION COM 22160K105 312547 314 SH SOLE 0 0 314 EXXON MOBIL CORP COM 30231G102 276206 1628 SH SOLE 0 0 1628 HOME DEPOT INC COM 437076102 209174 636 SH SOLE 0 0 636 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3383742 17631 SH SOLE 0 0 17631 ISHARES TR S&P 100 ETF 464287101 369279 1161 SH SOLE 0 0 1161 ISHARES TR EAFE VALUE ETF 464288877 1656741 22283 SH SOLE 0 0 22283 ISHARES TR RUS MID CAP ETF 464287499 40873445 420379 SH SOLE 704 0 419675 ISHARES TR RUS MD CP GR ETF 464287481 1311400 10236 SH SOLE 0 0 10236 ISHARES TR RUS MDCP VAL ETF 464287473 732471 5026 SH SOLE 0 0 5026 ISHARES TR S&P 500 VAL ETF 464287408 3432771 16258 SH SOLE 132 0 16126 ISHARES TR CORE S&P500 ETF 464287200 4818730 7377 SH SOLE 0 0 7377 ISHARES TR S&P 500 GRWT ETF 464287309 69482331 614290 SH SOLE 509 0 613781 ISHARES TR RUS 1000 ETF 464287622 7321487 20534 SH SOLE 0 0 20534 ISHARES TR RUS 1000 VAL ETF 464287598 8202996 38391 SH SOLE 0 0 38391 ISHARES TR RUS 1000 GRW ETF 464287614 829472 1945 SH SOLE 0 0 1945 ISHARES TR RUSSELL 2000 ETF 464287655 490416 1977 SH SOLE 0 0 1977 ISHARES TR RUS 2000 VAL ETF 464287630 743003 3919 SH SOLE 0 0 3919 MCDONALDS CORP COM 580135101 311722 1003 SH SOLE 0 0 1003 MICROSOFT CORP COM 594918104 1163714 3144 SH SOLE 0 0 3144 SPDR INDEX SHS FDS STATE STREET SPD 78463X848 341860 9343 SH SOLE 0 0 9343 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 802363 1234 SH SOLE 0 0 1234 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 369157 5013 SH SOLE 0 0 5013 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8337926 13954 SH SOLE 0 0 13954 VANGUARD INDEX FDS TOTAL STK MKT 922908769 753904 2350 SH SOLE 0 0 2350 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 19867519 67320 SH SOLE 0 0 67320 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 5006347 45641 SH SOLE 0 0 45641