STAIRWAY PARTNERS, LLC

Filed: 4/7/2025ACC: 0001454138-25-000004

📋 What this filing means

STAIRWAY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $1.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$1.62B

Total AUM (reported)

16.51M

Total Shares

Allocation by class

MSCI EAFE IDX$262.57M16.2%

RUSSELL 1000 VAL$239.29M14.7%

ISHARES BOND ETF$218.55M13.5%

CORE MSCI EMKT$188.28M11.6%

VANGUARD BOND ETF$165.87M10.2%

RUSSELL 1000 GRW$141.22M8.7%

ISHARES S&P 500 ETF$134.94M8.3%

Portfolio Concentration

Top 3$678.25M41.8%

4–10$785.26M48.4%

11–25$158.86M9.8%

Top 3 weight

41.8%

Top 10 weight

90.2%

Voting Authority Distribution

Total shares with voting rights: 16.51M

Sole

Full voting authority

16.51M

% 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

Shares1.27M

TypeSH

Market value$239.29M

14.75%

Sole

1.27M

Shared

0.00

None

0.00

iShares Core MSCI EAFE ETF

SOLE

MSCI EAFE IDX

Shares3.13M

TypeSH

Market value$236.87M

14.60%

Sole

3.13M

Shared

0.00

None

0.00

ISHARES CORE US AGGREGATE BOND ETF

SOLE

ISHARES BOND ETF

Shares2.04M

TypeSH

Market value$202.09M

12.46%

Sole

2.04M

Shared

0.00

None

0.00

ISHARES CORE MSCI EMERGING MKT IDX

SOLE

CORE MSCI EMKT

Shares3.49M

TypeSH

Market value$188.28M

11.61%

Sole

3.49M

Shared

0.00

None

0.00

VANGUARD TOTAL BOND MARKET ETF

SOLE

VANGUARD BOND ETF

Shares2.04M

TypeSH

Market value$150.07M

9.25%

Sole

2.04M

Shared

0.00

None

0.00

ISHARES RUSSELL 1000 GROWTH IDX FUND

SOLE

RUSSELL 1000 GRW

Shares391.09K

TypeSH

Market value$141.22M

8.70%

Sole

391.09K

Shared

0.00

None

0.00

iShares S&P 500 Index Fund

SOLE

iShares S&P 500 ETF

Shares240.15K

TypeSH

Market value$134.94M

8.32%

Sole

240.15K

Shared

0.00

None

0.00

VANGUARD MSCI EURPE EQUITY IDX FUND

SOLE

MSCI EUROPE ETF

Shares1.10M

TypeSH

Market value$77.57M

4.78%

Sole

1.10M

Shared

0.00

None

0.00

ISHARES RUSSELL 2000 ETF

SOLE

RUSSELL 2000

Shares292.99K

TypeSH

Market value$58.45M

3.60%

Sole

292.99K

Shared

0.00

None

0.00

iShares MSCI Canada

SOLE

iShares CANADA IDX

Shares852.44K

TypeSH

Market value$34.74M

2.14%

Sole

852.44K

Shared

0.00

None

0.00

SPDR S&P EMERGING ASIA PACIFIC ETF

SOLE

ASIA PACIFIC ETF

Shares248.12K

TypeSH

Market value$28.70M

1.77%

Sole

248.12K

Shared

0.00

None

0.00

ISHARES MSCI EAFE INDEX FUND

SOLE

MSCI EAFE IDX

Shares314.48K

TypeSH

Market value$25.70M

1.58%

Sole

314.48K

Shared

0.00

None

0.00

ISHARES IBOXX $ HIGH YIELD CORP BD ETF

SOLE

ISHARES HIGH YIELD ETF

Shares311.61K

TypeSH

Market value$24.58M

1.52%

Sole

311.61K

Shared

0.00

None

0.00

ISHARES JP Morgan USD Em Mkts Bd ETF

SOLE

JP MORGAN USD EMG

Shares231.32K

TypeSH

Market value$20.96M

1.29%

Sole

231.32K

Shared

0.00

None

0.00

ISHARES RUSSELL 3000 INDEX

SOLE

RUSSELL 3000

Shares65.07K

TypeSH

Market value$20.67M

1.27%

Sole

65.07K

Shared

0.00

None

0.00

ISHARES NATIONAL MUNI BOND ETF

SOLE

ISHARES BOND ETF

Shares156.07K

TypeSH

Market value$16.46M

1.01%

Sole

156.07K

Shared

0.00

None

0.00

VANGUARD TAX-EXEMPT BOND ETF

SOLE

VANGUARD BOND ETF

Shares318.41K

TypeSH

Market value$15.80M

0.97%

Sole

318.41K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TRUST

SOLE

SPDR S&P 500 ETF

Shares10.72K

TypeSH

Market value$6.00M

0.37%

Sole

10.72K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
ISHARES 1000 VALUE ETFSOLE	RUSSELL 1000 VAL	1.27M	SH	$239.29M 14.75%	1.27M
iShares Core MSCI EAFE ETFSOLE	MSCI EAFE IDX	3.13M	SH	$236.87M 14.60%	3.13M
ISHARES CORE US AGGREGATE BOND ETFSOLE	ISHARES BOND ETF	2.04M	SH	$202.09M 12.46%	2.04M
ISHARES CORE MSCI EMERGING MKT IDXSOLE	CORE MSCI EMKT	3.49M	SH	$188.28M 11.61%	3.49M
VANGUARD TOTAL BOND MARKET ETFSOLE	VANGUARD BOND ETF	2.04M	SH	$150.07M 9.25%	2.04M
ISHARES RUSSELL 1000 GROWTH IDX FUNDSOLE	RUSSELL 1000 GRW	391.09K	SH	$141.22M 8.70%	391.09K
iShares S&P 500 Index FundSOLE	iShares S&P 500 ETF	240.15K	SH	$134.94M 8.32%	240.15K
VANGUARD MSCI EURPE EQUITY IDX FUNDSOLE	MSCI EUROPE ETF	1.10M	SH	$77.57M 4.78%	1.10M
ISHARES RUSSELL 2000 ETFSOLE	RUSSELL 2000	292.99K	SH	$58.45M 3.60%	292.99K
iShares MSCI CanadaSOLE	iShares CANADA IDX	852.44K	SH	$34.74M 2.14%	852.44K
SPDR S&P EMERGING ASIA PACIFIC ETFSOLE	ASIA PACIFIC ETF	248.12K	SH	$28.70M 1.77%	248.12K
ISHARES MSCI EAFE INDEX FUNDSOLE	MSCI EAFE IDX	314.48K	SH	$25.70M 1.58%	314.48K
ISHARES IBOXX $ HIGH YIELD CORP BD ETFSOLE	ISHARES HIGH YIELD ETF	311.61K	SH	$24.58M 1.52%	311.61K
ISHARES JP Morgan USD Em Mkts Bd ETFSOLE	JP MORGAN USD EMG	231.32K	SH	$20.96M 1.29%	231.32K
ISHARES RUSSELL 3000 INDEXSOLE	RUSSELL 3000	65.07K	SH	$20.67M 1.27%	65.07K
ISHARES NATIONAL MUNI BOND ETFSOLE	ISHARES BOND ETF	156.07K	SH	$16.46M 1.01%	156.07K
VANGUARD TAX-EXEMPT BOND ETFSOLE	VANGUARD BOND ETF	318.41K	SH	$15.80M 0.97%	318.41K
SPDR S&P 500 ETF TRUSTSOLE	SPDR S&P 500 ETF	10.72K	SH	$6.00M 0.37%	10.72K