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CIK: 0001454138
Total reported value
$2.1B
$2.1B
18 檔
47.9%
As reported in its official Q1 2025 Form 13F filing, Stairway Partners, LLC's tracked investment portfolio stood at $2.1B with 18 total positions.
In Q1 2025, Stairway Partners, LLC displayed an active expansion posture, initiating 18 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 14.75% | +0.47% | +2.90% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 14.60% | -0.34% | -0.27% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.46% | +0.58% | +1.12% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 11.61% | -1.80% | +1.57% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 9.25% | +0.08% | +3.17% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.70% | +0.39% | +0.58% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.32% | +0.19% | +1.00% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.78% | +0.09% | +0.29% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.60% | +0.39% | +3.23% | |
| 10 | EWC | Ishares Msci Canada ETF | ETF-Other | 2.14% | -0.08% | +1.57% | |
| 11 | GMF | State Street Spdr S&p Emergi | ETF-Other | 1.77% | +0.06% | -0.03% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.58% | -0.09% | -0.12% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.52% | — | +1.19% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.29% | +0.02% | +1.04% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.27% | +0.02% | -0.67% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.01% | +0.01% | -0.26% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.97% | +0.02% | +0.62% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | +0.01% | -0.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 2 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 3 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 4 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 5 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 6 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 7 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 8 | VGK | Vanguard Ftse Europe ETF | — | NEW | New buy |
| 9 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 10 | EWC | Ishares Msci Canada ETF | — | NEW | New buy |
| 11 | GMF | State Street Spdr S&p Emergi | — | NEW | New buy |
| 12 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | New buy |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | — | NEW | New buy |
| 15 | IWV | Ishares Russell 3000 ETF | — | NEW | New buy |
| 16 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
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 Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWD, IEFA, AGG) accounted for 47.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
IWD
市值: $239.3M
During Q1 2025, Stairway Partners, LLC's top holdings by market value included IWD (14.8%)、IEFA (14.6%)、AGG (12.5%). The largest single position, IWD, represented 14.8% of total portfolio value.
In Q1 2025, Stairway Partners, LLC made 18 total portfolio adjustments, initiating 18 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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