Equal-WT
WhaleScore 2.0
?
Stairway Partners is based out of Chicago. Stairway Partners is a large advisory firm with 64 clients and discretionary assets under management (AUM) of $1,042,722,494 (Form ADV from 2024-01-30). Their last reported 13F filing for Q4 2023 included $991,768,842 in managed 13F securities
and a top 10 holdings concentration of 91.47%. Stairway Partners's largest holding is iShares MSCI EAFE ETF-iShares MSCI EAFE ETF with shares held of 2,484,737. Whalewisdom has at least 61 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
EFA iShares MSCI EAFE ET | 0.64% |
IWD iShares Russell 1000 | 0.59% |
SPY SPDR S&P 500 ETF TRU | 0.46% |
IWM iShares Russell 2000 | 0.3% |
VGK VANGUARD EUROPEAN ST | 0.25% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
BND VANGUARD TOTAL BOND | 2.43% |
MUB iShares National Mun | 0.18% |
VTEB VANGUARD TAX-EXEMPT | 0.1% |
GMF SPDR(R) S&P(R) EMERG | 0.08% |
HYG iShares iBoxx USD Hi | 0.04% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
EFA iShares MSCI EAFE ET | 18.88% |
IWD iShares Russell 1000 | 13.37% |
AGG iShares Core U.S. Ag | 11.94% |
BND VANGUARD TOTAL BOND | 10.01% |
IWF iShares Russell 1000 | 9.06% |
2023-12-31
13F Activity
Market Value | $0.99b, Prior: $0.93b |
New Purchases | 0 stocks |
Added To | 7 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 8 stocks |
Top 10 Holdings % | 91.47% |
Turnover %[1] | 0% |
Turnover Alt %[2] | 0.92% |
Time Held Top 20 | 28.2 quarters |
Time Held Top 10 | 34.2 quarters |
Time Held All | 28.2 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31