Kevin Terhaar
@Stairway Partners, Llc
Latest period2024 - Q4ReportedManaged Assets$1.587BTotal holdings18
Assets growth rate1.72%Assets growth rate (2-Q avg)12.16%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Stairway Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 18 positions.
Assets under management
The assets under management (AUM) of Stairway Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.587B in assets, with a quarterly growth rate of 1.72% and a 2-quarter average growth rate of 12.16%. The portfolio is managed by Kevin Terhaar, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
EFAIshares Msci Eafe Index Fund
| 1.5% | $23.805M 314,845 shares@ $75.61 avg price | Decreased -1.9% |
IWVIshares Russell 3000 Index
| 1.38% | $21.896M 65,508 shares@ $334.25 avg price | Decreased -4.56% |
MUBIshares National Muni Bond Etf
| 1.06% | $16.673M 156,479 shares@ $106.55 avg price | Decreased -3.07% |
VTEBVanguard Tax-exempt Bond Etf
| 1% | $15.864M 316,457 shares@ $50.13 avg price | Decreased -1.65% |
SPYSpdr S&p 500 Etf Trust
| 0.4% | $6.321M 10,785 shares@ $586.09 avg price | Decreased -94.36% |