Kevin Terhaar

@Stairway Partners, Llc

Latest period2024 - Q4

Reported12d ago

Managed Assets$1.587B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IWDIshares 1000 Value Etf Recent Activity Increased 3.6%	14.42%	$228.793M 1.236M shares@ $185.13 avg price	Increased 3.6%
IEFAIshares Core Msci Eafe Etf Recent Activity Increased 11.45%	13.9%	$220.644M 3.14M shares@ $70.29 avg price	Increased 11.45%
AGGIshares Core Us Aggregate Bond Etf Recent Activity Increased 10.27%	12.34%	$195.774M 2.02M shares@ $96.9 avg price	Increased 10.27%
IEMGIshares Core Msci Emerging Mkt Idx Recent Activity Increased 9.16%	11.3%	$179.364M 3.435M shares@ $52.23 avg price	Increased 9.16%
IWFIshares Russell 1000 Growth Idx Fund Recent Activity Increased 0.56%	9.84%	$156.153M 388,847 shares@ $401.59 avg price	Increased 0.56%
BNDVanguard Total Bond Market Etf Recent Activity Increased 7.93%	8.98%	$142.416M 1.98M shares@ $71.91 avg price	Increased 7.93%
IVVIshares S&p 500 Index Fund Recent Activity Increased 356.78%	8.82%	$139.971M 237,771 shares@ $588.68 avg price	Increased 356.78%
VGKVanguard Msci Eurpe Equity Idx Fund Recent Activity Increased 11.64%	4.41%	$69.919M 1.102M shares@ $63.47 avg price	Increased 11.64%
IWMIshares Russell 2000 Etf Recent Activity Increased 0.44%	3.96%	$62.711M 283,814 shares@ $220.96 avg price	Increased 0.44%
EWCIshares Msci Canada Recent Activity Increased 0.15%	2.14%	$33.822M 839,262 shares@ $40.3 avg price	Increased 0.15%