Stairway Partners, LLC 13F 持仓 · 2026年Q3
Stairway Partners 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 18 只证券,申报市值合计 21.17 亿美元。前几大持仓:IWD(15.43%)、IEFA(14.38%)、AGG(12.97%)。本季前 25 大持仓中:增持 8 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES 1000 VALUE ETF | $326.7M | 15.43% | 1.3M | 减持 |
| 2 | IEFA | iShares Core MSCI EAFE ETF | $304.4M | 14.38% | 3.1M | 增持 |
| 3 | AGG | ISHARES CORE US AGGREGATE BOND ETF | $274.5M | 12.97% | 2.9M | 增持 |
| 4 | IEMG | ISHARES CORE MSCI EMERGING MKT IDX | $207.6M | 9.81% | 2.6M | 增持 |
| 5 | BND | VANGUARD TOTAL BOND MARKET ETF | $204.5M | 9.66% | 2.9M | 增持 |
| 6 | IWF | ISHARES RUSSELL 1000 GROWTH IDX FUND | $198.0M | 9.36% | 1.6M | 增持 |
| 7 | IVV | iShares S&P 500 Index Fund | $162.4M | 7.67% | 212,083 | 增持 |
| 8 | IWM | ISHARES RUSSELL 2000 ETF | $114.3M | 5.40% | 411,336 | 减持 |
| 9 | VGK | VANGUARD MSCI EURPE EQUITY IDX FUND | $93.7M | 4.43% | 1.1M | 减持 |
| 10 | EWC | iShares MSCI Canada | $47.9M | 2.26% | 819,917 | 减持 |
| 11 | GMF | SPDR S&P EMERGING ASIA PACIFIC ETF | $34.4M | 1.62% | 220,174 | 持平 |
| 12 | EFA | ISHARES MSCI EAFE INDEX FUND | $28.9M | 1.36% | 277,784 | 减持 |
| 13 | HYG | ISHARES IBOXX $ HIGH YIELD CORP BD ETF | $27.5M | 1.30% | 356,328 | 增持 |
| 14 | EMB | ISHARES JP Morgan USD Em Mkts Bd ETF | $24.1M | 1.14% | 265,121 | 增持 |
| 15 | IWV | ISHARES RUSSELL 3000 INDEX | $24.1M | 1.14% | 55,804 | 减持 |
| 16 | MUB | ISHARES NATIONAL MUNI BOND ETF | $19.1M | 0.90% | 188,555 | 减持 |
| 17 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $19.0M | 0.90% | 400,223 | 减持 |
| 18 | SPY | SPDR S&P 500 ETF TRUST | $5.9M | 0.28% | 7,762 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR