Stairway Partners, LLC
Annual return '25
+27.0%
SPY '25
+17.7%
Alpha
+9.3ptsvs SPY
Invested
$1.9B
Holdings
18
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWD
ISHARES 1000 VALUE ETF
Held since at least Q1 2024
14.7%
02
$IEFA
iShares Core MSCI EAFE ETF
Held since at least Q1 2024
14.5%
03
$AGG
ISHARES CORE US AGGREGATE BOND ETF
Held since at least Q1 2024
12.5%
04
$IEMG
ISHARES CORE MSCI EMERGING MKT IDX
Held since at least Q1 2024
11.5%
05
$BND
VANGUARD TOTAL BOND MARKET ETF
Held since at least Q1 2024
9.8%
06
$IWF
ISHARES RUSSELL 1000 GROWTH IDX FUND
Held since at least Q1 2024
8.9%
07
$IVV
iShares S&P 500 Index Fund
Held since at least Q1 2024
7.1%
08
$IWM
ISHARES RUSSELL 2000 ETF
Held since at least Q1 2024
5.4%
09
$VGK
VANGUARD MSCI EURPE EQUITY IDX FUND
Held since at least Q1 2024
4.4%
10
$EWC
iShares MSCI Canada
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:08 UTC.