Filed: 7/3/2025ACC: 0001454138-25-000006
📋 What this filing means
STAIRWAY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $1.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$1.76B
Total AUM (reported)
16.57M
Total Shares
Allocation by class
MSCI EAFE IDX$286.74M16.3%
RUSSELL 1000 VAL$250.48M14.2%
ISHARES BOND ETF$212.25M12.0%
CORE MSCI EMKT$209.61M11.9%
RUSSELL 1000 GRW$181.73M10.3%
VANGUARD BOND ETF$171.20M9.7%
ISHARES S&P 500 ETF$150.03M8.5%
Portfolio Concentration
Top 3$719.28M40.8%
4–10$877.42M49.8%
11–25$166.47M9.4%
Top 3 weight
40.8%
Top 10 weight
90.6%
Voting Authority Distribution
Total shares with voting rights: 16.57M
Sole
Full voting authority
16.57M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
iShares Core MSCI EAFE ETF
SOLEShares3.10M
TypeSH
Market value$259.19M
14.70%
Sole
3.10M
Shared
0.00
None
0.00
ISHARES 1000 VALUE ETF
SOLEShares1.29M
TypeSH
Market value$250.48M
14.21%
Sole
1.29M
Shared
0.00
None
0.00
ISHARES CORE MSCI EMERGING MKT IDX
SOLEShares3.49M
TypeSH
Market value$209.61M
11.89%
Sole
3.49M
Shared
0.00
None
0.00
ISHARES CORE US AGGREGATE BOND ETF
SOLEShares1.97M
TypeSH
Market value$195.71M
11.10%
Sole
1.97M
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 GROWTH IDX FUND
SOLEShares428.01K
TypeSH
Market value$181.73M
10.31%
Sole
428.01K
Shared
0.00
None
0.00
VANGUARD TOTAL BOND MARKET ETF
SOLEShares2.10M
TypeSH
Market value$154.84M
8.78%
Sole
2.10M
Shared
0.00
None
0.00
iShares S&P 500 Index Fund
SOLEShares241.63K
TypeSH
Market value$150.03M
8.51%
Sole
241.63K
Shared
0.00
None
0.00
VANGUARD MSCI EURPE EQUITY IDX FUND
SOLEShares1.10M
TypeSH
Market value$85.23M
4.83%
Sole
1.10M
Shared
0.00
None
0.00
ISHARES RUSSELL 2000 ETF
SOLEShares327.38K
TypeSH
Market value$70.64M
4.01%
Sole
327.38K
Shared
0.00
None
0.00
iShares MSCI Canada
SOLEShares849.68K
TypeSH
Market value$39.26M
2.23%
Sole
849.68K
Shared
0.00
None
0.00
SPDR S&P EMERGING ASIA PACIFIC ETF
SOLEShares246.93K
TypeSH
Market value$31.21M
1.77%
Sole
246.93K
Shared
0.00
None
0.00
ISHARES MSCI EAFE INDEX FUND
SOLEShares308.11K
TypeSH
Market value$27.54M
1.56%
Sole
308.11K
Shared
0.00
None
0.00
ISHARES IBOXX $ HIGH YIELD CORP BD ETF
SOLEShares311.09K
TypeSH
Market value$25.09M
1.42%
Sole
311.09K
Shared
0.00
None
0.00
ISHARES RUSSELL 3000 INDEX
SOLEShares63.14K
TypeSH
Market value$22.16M
1.26%
Sole
63.14K
Shared
0.00
None
0.00
ISHARES JP Morgan USD Em Mkts Bd ETF
SOLEShares230.76K
TypeSH
Market value$21.37M
1.21%
Sole
230.76K
Shared
0.00
None
0.00
ISHARES NATIONAL MUNI BOND ETF
SOLEShares158.37K
TypeSH
Market value$16.55M
0.94%
Sole
158.37K
Shared
0.00
None
0.00
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares333.87K
TypeSH
Market value$16.37M
0.93%
Sole
333.87K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares10K
TypeSH
Market value$6.18M
0.35%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core MSCI EAFE ETFSOLE | MSCI EAFE IDX | 3.10M | SH | $259.19M 14.70% | 3.10M | 0.00 | 0.00 |
ISHARES 1000 VALUE ETFSOLE | RUSSELL 1000 VAL | 1.29M | SH | $250.48M 14.21% | 1.29M | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MKT IDXSOLE | CORE MSCI EMKT | 3.49M | SH | $209.61M 11.89% | 3.49M | 0.00 | 0.00 |
ISHARES CORE US AGGREGATE BOND ETFSOLE | ISHARES BOND ETF | 1.97M | SH | $195.71M 11.10% | 1.97M | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTH IDX FUNDSOLE | RUSSELL 1000 GRW | 428.01K | SH | $181.73M 10.31% | 428.01K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | VANGUARD BOND ETF | 2.10M | SH | $154.84M 8.78% | 2.10M | 0.00 | 0.00 |
iShares S&P 500 Index FundSOLE | iShares S&P 500 ETF | 241.63K | SH | $150.03M 8.51% | 241.63K | 0.00 | 0.00 |
VANGUARD MSCI EURPE EQUITY IDX FUNDSOLE | MSCI EUROPE ETF | 1.10M | SH | $85.23M 4.83% | 1.10M | 0.00 | 0.00 |
ISHARES RUSSELL 2000 ETFSOLE | RUSSELL 2000 | 327.38K | SH | $70.64M 4.01% | 327.38K | 0.00 | 0.00 |
iShares MSCI CanadaSOLE | iShares CANADA IDX | 849.68K | SH | $39.26M 2.23% | 849.68K | 0.00 | 0.00 |
SPDR S&P EMERGING ASIA PACIFIC ETFSOLE | ASIA PACIFIC ETF | 246.93K | SH | $31.21M 1.77% | 246.93K | 0.00 | 0.00 |
ISHARES MSCI EAFE INDEX FUNDSOLE | MSCI EAFE IDX | 308.11K | SH | $27.54M 1.56% | 308.11K | 0.00 | 0.00 |
ISHARES IBOXX $ HIGH YIELD CORP BD ETFSOLE | ISHARES HIGH YIELD ETF | 311.09K | SH | $25.09M 1.42% | 311.09K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 INDEXSOLE | RUSSELL 3000 | 63.14K | SH | $22.16M 1.26% | 63.14K | 0.00 | 0.00 |
ISHARES JP Morgan USD Em Mkts Bd ETFSOLE | JP MORGAN USD EMG | 230.76K | SH | $21.37M 1.21% | 230.76K | 0.00 | 0.00 |
ISHARES NATIONAL MUNI BOND ETFSOLE | ISHARES BOND ETF | 158.37K | SH | $16.55M 0.94% | 158.37K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | VANGUARD BOND ETF | 333.87K | SH | $16.37M 0.93% | 333.87K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | SPDR S&P 500 ETF | 10K | SH | $6.18M 0.35% | 10K | 0.00 | 0.00 |