$226 Million is the total value of Stairway Partners, LLC's 8 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFA | Sell | ISHARES MSCI EAFE INDEX FUNDmsci eafe idx | $60,222,000 | -7.0% | 989,835 | -2.0% | 26.63% | -16.3% |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MKT IDXcore msci emkt | $38,344,000 | +10.5% | 815,319 | +17.6% | 16.96% | -0.5% |
| SPY | Buy | SPDR S&P 500 ETF TRUSTtr unit | $29,641,000 | +54.7% | 144,211 | +48.3% | 13.11% | +39.2% |
| IWV | Sell | ISHARES RUSSELL 3000 INDEXrussell 3000 | $27,281,000 | -28.9% | 223,081 | -32.1% | 12.06% | -36.0% |
| IWD | Buy | ISHARES 1000 VALUE ETFrussell 1000 val | $26,097,000 | +42.7% | 249,970 | +36.8% | 11.54% | +28.4% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH IDX FUNDrussell 1000 grw | $26,051,000 | +41.7% | 272,469 | +35.8% | 11.52% | +27.5% |
| VGK | Buy | VANGUARD INTL EQUITY IDX FUNDmsci europe etf | $14,324,000 | +99.4% | 273,305 | +110.0% | 6.34% | +79.4% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFrussell 2000 | $4,150,000 | +58.3% | 34,696 | +44.7% | 1.84% | +42.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-08
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.