$209 Million is the total value of Stairway Partners, LLC's 8 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFA | Buy | ISHARES MSCI EAFE INDEX FUNDmsci eafe idx | $70,950,000 | +1.4% | 1,055,802 | +1.3% | 33.91% | -0.2% |
| IWV | Sell | ISHARES RUSSELL 3000 INDEXrussell 3000 | $45,441,000 | -6.4% | 404,601 | -7.8% | 21.72% | -7.9% |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt | $34,517,000 | +5.0% | 703,280 | +6.6% | 16.50% | +3.3% |
| SPY | Buy | SPDR S&P 500 ETF TRUSTtr unit | $18,353,000 | +6.9% | 98,141 | +5.6% | 8.77% | +5.2% |
| IWD | Buy | ISHARES 1000 VALUE ETFrussell 1000 val | $15,672,000 | +9.7% | 162,401 | +7.1% | 7.49% | +8.0% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw | $15,417,000 | +7.5% | 178,145 | +6.8% | 7.37% | +5.8% |
| VGK | Buy | VANGUARD INTL EQUITY IDX FUNDmsci europe etf | $6,422,000 | +2.0% | 108,934 | +1.7% | 3.07% | +0.3% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFrussell 2000 | $2,443,000 | +2.0% | 20,996 | +1.1% | 1.17% | +0.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES MSCI EAFE INDEX FUND | 43 | Q4 2023 | 37.1% |
| ISHARES CORE MSCI EMERGING MKT IDX | 43 | Q4 2023 | 17.1% |
| ISHARES 1000 VALUE ETF | 43 | Q4 2023 | 20.6% |
| SPDR S&P ETF TRUST | 43 | Q4 2023 | 53.1% |
| ISHARES RUSSELL 1000 GROWTH IDX FUND | 43 | Q4 2023 | 12.6% |
| ISHARES RUSSELL 3000 INDEX | 43 | Q4 2023 | 33.0% |
| VANGUARD MSCI EURPE EQUITY IDX FUND | 43 | Q4 2023 | 7.2% |
| ISHARES RUSSELL 2000 ETF | 43 | Q4 2023 | 8.8% |
| SPDR S&P EMERGING ASIA PACIFIC ETF | 32 | Q4 2023 | 4.8% |
| ISHARES TR | 22 | Q4 2023 | 2.5% |
View Stairway Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-03 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-04 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-04 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-18 |
View Stairway Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.