STAIRWAY PARTNERS, LLC

Filed: 1/6/2025ACC: 0001454138-25-000002

📋 What this filing means

STAIRWAY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $1.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$1.59B

Total AUM (reported)

16.31M

Total Shares

Allocation by class

MSCI EAFE IDX$244.45M15.4%

RUSSELL 1000 VAL$228.79M14.4%

ISHARES BOND ETF$212.45M13.4%

CORE MSCI EMKT$179.36M11.3%

VANGUARD BOND ETF$158.28M10.0%

RUSSELL 1000 GRW$156.15M9.8%

ISHARES S&P 500 ETF$139.97M8.8%

Portfolio Concentration

Top 3$645.21M40.6%

4–10$784.36M49.4%

11–25$157.85M9.9%

Top 3 weight

40.6%

Top 10 weight

90.1%

Voting Authority Distribution

Total shares with voting rights: 16.31M

Sole

Full voting authority

16.31M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole18

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings18

Rows:

ISHARES 1000 VALUE ETF

SOLE

RUSSELL 1000 VAL

Shares1.24M

TypeSH

Market value$228.79M

14.41%

Sole

1.24M

Shared

0.00

None

0.00

iShares Core MSCI EAFE ETF

SOLE

MSCI EAFE IDX

Shares3.14M

TypeSH

Market value$220.64M

13.90%

Sole

3.14M

Shared

0.00

None

0.00

ISHARES CORE US AGGREGATE BOND ETF

SOLE

ISHARES BOND ETF

Shares2.02M

TypeSH

Market value$195.77M

12.33%

Sole

2.02M

Shared

0.00

None

0.00

ISHARES CORE MSCI EMERGING MKT IDX

SOLE

CORE MSCI EMKT

Shares3.43M

TypeSH

Market value$179.36M

11.30%

Sole

3.43M

Shared

0.00

None

0.00

ISHARES RUSSELL 1000 GROWTH IDX FUND

SOLE

RUSSELL 1000 GRW

Shares388.85K

TypeSH

Market value$156.15M

9.84%

Sole

388.85K

Shared

0.00

None

0.00

VANGUARD TOTAL BOND MARKET ETF

SOLE

VANGUARD BOND ETF

Shares1.98M

TypeSH

Market value$142.42M

8.97%

Sole

1.98M

Shared

0.00

None

0.00

iShares S&P 500 Index Fund

SOLE

iShares S&P 500 ETF

Shares237.77K

TypeSH

Market value$139.97M

8.82%

Sole

237.77K

Shared

0.00

None

0.00

VANGUARD MSCI EURPE EQUITY IDX FUND

SOLE

MSCI EUROPE ETF

Shares1.10M

TypeSH

Market value$69.92M

4.40%

Sole

1.10M

Shared

0.00

None

0.00

ISHARES RUSSELL 2000 ETF

SOLE

RUSSELL 2000

Shares283.81K

TypeSH

Market value$62.71M

3.95%

Sole

283.81K

Shared

0.00

None

0.00

iShares MSCI Canada

SOLE

iShares CANADA IDX

Shares839.26K

TypeSH

Market value$33.82M

2.13%

Sole

839.26K

Shared

0.00

None

0.00

SPDR S&P EMERGING ASIA PACIFIC ETF

SOLE

ASIA PACIFIC ETF

Shares248.20K

TypeSH

Market value$28.68M

1.81%

Sole

248.20K

Shared

0.00

None

0.00

ISHARES IBOXX $ HIGH YIELD CORP BD ETF

SOLE

ISHARES HIGH YIELD ETF

Shares307.95K

TypeSH

Market value$24.22M

1.53%

Sole

307.95K

Shared

0.00

None

0.00

ISHARES MSCI EAFE INDEX FUND

SOLE

MSCI EAFE IDX

Shares314.85K

TypeSH

Market value$23.81M

1.50%

Sole

314.85K

Shared

0.00

None

0.00

ISHARES RUSSELL 3000 INDEX

SOLE

RUSSELL 3000

Shares65.51K

TypeSH

Market value$21.90M

1.38%

Sole

65.51K

Shared

0.00

None

0.00

ISHARES JP Morgan USD Em Mkts Bd ETF

SOLE

JP MORGAN USD EMG

Shares228.95K

TypeSH

Market value$20.39M

1.28%

Sole

228.95K

Shared

0.00

None

0.00

ISHARES NATIONAL MUNI BOND ETF

SOLE

ISHARES BOND ETF

Shares156.48K

TypeSH

Market value$16.67M

1.05%

Sole

156.48K

Shared

0.00

None

0.00

VANGUARD TAX-EXEMPT BOND ETF

SOLE

VANGUARD BOND ETF

Shares316.46K

TypeSH

Market value$15.86M

1.00%

Sole

316.46K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TRUST

SOLE

SPDR S&P 500 ETF

Shares10.79K

TypeSH

Market value$6.32M

0.40%

Sole

10.79K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
ISHARES 1000 VALUE ETFSOLE	RUSSELL 1000 VAL	1.24M	SH	$228.79M 14.41%	1.24M
iShares Core MSCI EAFE ETFSOLE	MSCI EAFE IDX	3.14M	SH	$220.64M 13.90%	3.14M
ISHARES CORE US AGGREGATE BOND ETFSOLE	ISHARES BOND ETF	2.02M	SH	$195.77M 12.33%	2.02M
ISHARES CORE MSCI EMERGING MKT IDXSOLE	CORE MSCI EMKT	3.43M	SH	$179.36M 11.30%	3.43M
ISHARES RUSSELL 1000 GROWTH IDX FUNDSOLE	RUSSELL 1000 GRW	388.85K	SH	$156.15M 9.84%	388.85K
VANGUARD TOTAL BOND MARKET ETFSOLE	VANGUARD BOND ETF	1.98M	SH	$142.42M 8.97%	1.98M
iShares S&P 500 Index FundSOLE	iShares S&P 500 ETF	237.77K	SH	$139.97M 8.82%	237.77K
VANGUARD MSCI EURPE EQUITY IDX FUNDSOLE	MSCI EUROPE ETF	1.10M	SH	$69.92M 4.40%	1.10M
ISHARES RUSSELL 2000 ETFSOLE	RUSSELL 2000	283.81K	SH	$62.71M 3.95%	283.81K
iShares MSCI CanadaSOLE	iShares CANADA IDX	839.26K	SH	$33.82M 2.13%	839.26K
SPDR S&P EMERGING ASIA PACIFIC ETFSOLE	ASIA PACIFIC ETF	248.20K	SH	$28.68M 1.81%	248.20K
ISHARES IBOXX $ HIGH YIELD CORP BD ETFSOLE	ISHARES HIGH YIELD ETF	307.95K	SH	$24.22M 1.53%	307.95K
ISHARES MSCI EAFE INDEX FUNDSOLE	MSCI EAFE IDX	314.85K	SH	$23.81M 1.50%	314.85K
ISHARES RUSSELL 3000 INDEXSOLE	RUSSELL 3000	65.51K	SH	$21.90M 1.38%	65.51K
ISHARES JP Morgan USD Em Mkts Bd ETFSOLE	JP MORGAN USD EMG	228.95K	SH	$20.39M 1.28%	228.95K
ISHARES NATIONAL MUNI BOND ETFSOLE	ISHARES BOND ETF	156.48K	SH	$16.67M 1.05%	156.48K
VANGUARD TAX-EXEMPT BOND ETFSOLE	VANGUARD BOND ETF	316.46K	SH	$15.86M 1.00%	316.46K
SPDR S&P 500 ETF TRUSTSOLE	SPDR S&P 500 ETF	10.79K	SH	$6.32M 0.40%	10.79K