Bluestem Financial Advisors

Bluestem Financial Advisors as of June 30, 2021

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 27 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.0 $33M 76k 429.92
Vanguard Bd Index Fds Short Trm Bond (BSV) 18.3 $27M 330k 82.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.5 $20M 233k 85.89
Vanguard Index Fds Small Cp Etf (VB) 13.4 $20M 88k 225.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 10.9 $16M 256k 63.39
Vanguard Index Fds Real Estate Etf (VNQ) 6.8 $10M 99k 101.79
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.5 $3.7M 72k 51.53
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $3.0M 27k 112.99
Vanguard Index Fds Large Cap Etf (VV) 1.5 $2.2M 11k 200.73
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $2.0M 8.9k 222.81
Ishares Tr Esg Aware Msci (ESML) 1.3 $1.9M 46k 40.37
Vanguard World Esg Intl Stk Etf (VSGX) 1.0 $1.5M 23k 64.14
Ishares Tr Msci Usa Esg Slc (SUSA) 0.9 $1.3M 14k 95.55
Ishares Tr Esg Msci Leadr (SUSL) 0.8 $1.2M 16k 75.07
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $1.0M 4.4k 237.32
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $838k 17k 50.35
Apple (AAPL) 0.4 $565k 4.1k 137.00
Raven Industries 0.4 $532k 9.2k 57.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $476k 1.1k 427.67
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $331k 1.2k 269.11
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $320k 3.6k 87.79
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $274k 4.5k 61.49
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $272k 5.9k 45.81
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $257k 3.2k 79.89
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $256k 2.8k 89.92
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $248k 2.2k 115.19
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $228k 2.2k 103.03