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CIK: 0001454138
Total reported value
$2.1B
$2.1B
18 檔
46.2%
According to the latest 13F quarterly dataset, Stairway Partners, LLC managed an equity portfolio of $2.1B at the end of Q4 2024, spanning 18 distinct U.S. exchange-listed positions.
During Q4 2024, Stairway Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 14.41% | +0.47% | +3.59% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 13.90% | -0.34% | +11.44% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.33% | +0.58% | +10.26% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 11.30% | -1.80% | +9.16% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 9.84% | +0.39% | +0.55% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 8.97% | +0.08% | +7.93% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.82% | +0.19% | +356.78% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.40% | +0.09% | +11.64% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.95% | +0.39% | +0.44% | |
| 10 | EWC | Ishares Msci Canada ETF | ETF-Other | 2.13% | -0.08% | +0.15% | |
| 11 | GMF | State Street Spdr S&p Emergi | ETF-Other | 1.81% | +0.06% | +1.49% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.53% | — | +3.52% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.50% | -0.09% | -1.90% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.38% | +0.02% | -4.56% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.28% | +0.02% | +3.65% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.05% | +0.01% | -3.08% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.00% | +0.02% | -1.65% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | +0.01% | -94.37% |
According to official SEC Form 13F filings, Stairway Partners, LLC reported a total U.S. public equity portfolio value of $2.1B across 18 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWD, IEFA, AGG) accounted for 46.2% of total reported equity market value during Q4 2024.
During Q4 2024, Stairway Partners, LLC's top holdings by market value included IWD (14.4%)、IEFA (13.9%)、AGG (12.3%). The largest single position, IWD, represented 14.4% of total portfolio value.
In Q4 2024, Stairway Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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