account_balance
Investment manager · 13F filer · SEC CIK 2110878
Steffes Financial, Ltd.
Reported value$232Mas of Jun 30, 2026
Positions36 4 new, 0 sold out
Top 10 weight92.8%ITOT alone is 29%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
28.5%Added +2%
VOOVanguard Index FDS
22.1%Added +3%
SCHGSchwab Strategic Tr
12.2%
VOOGVanguard Admiral FDS Inc
11.2%Added +2%
VEAVanguard Tax-Managed FDS
9.8%Added +12%
CGDVCapital Group Dividend Value
3.1%
AAPLApple Inc.
1.7%
VYMVanguard Whitehall FDS
1.5%
VCRB1.5%
VXUS
GOOGLVB1.0%
ITOTiShares Tr
28.5%Added +2%
VOOVanguard Index FDS
22.1%Added +3%
SCHGSchwab Strategic Tr
12.2%
VOOGVanguard Admiral FDS Inc
11.2%Added +2%
VEAVanguard Tax-Managed FDS
9.8%Added +12%
CGDV
AAPLVYM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ITOT iShares Tr 28.5% Added +2%
VOO Vanguard Index FDS 22.1% Added +3%
SCHG Schwab Strategic Tr 12.2% Held
VOOG Vanguard Admiral FDS Inc 11.2% Added +2%
VEA Vanguard Tax-Managed FDS 9.8% Added +12%
CGDV Capital Group Dividend Value 3.1% Added +9%
AAPL Apple Inc. 1.7% Added +10%VYM Vanguard Whitehall FDS 1.5% Added +19%
VCRB Vanguard Malvern FDS 1.5% Added +232%
VXUS Vanguard Star FDS 1.1% Added +44%
GOOGL Alphabet Inc. 1.0% HeldVB Vanguard Index FDS 1.0% Added +15%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- AVGE $556K
- IVV $361K
- AVEM $244K
- VOT $206K
arrow_upwardAdded
- VCRB +232%
- VXUS +44%
- VCIT +36%
- VYM +19%
arrow_downwardTrimmed
- IJH −5%
- VTI −2%
remove_circleSold out
None
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