Bluestem Financial Advisors

Bluestem Financial Advisors as of June 30, 2022

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 27 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 20.3 $29M 77k 379.16
Vanguard Bd Index Fds Short Trm Bond (BSV) 19.1 $28M 358k 76.79
Vanguard Index Fds Small Cp Etf (VB) 12.0 $17M 98k 176.11
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.2 $16M 214k 75.26
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 10.1 $15M 291k 49.96
Vanguard Index Fds Real Estate Etf (VNQ) 6.6 $9.5M 105k 91.11
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 2.5 $3.6M 88k 40.80
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.3 $3.3M 70k 47.41
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $3.2M 17k 188.61
Ishares Tr Core Us Aggbd Et (AGG) 2.1 $3.0M 29k 101.68
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $2.6M 28k 92.40
Ishares Tr Esg Aware Msci (ESML) 1.3 $1.9M 61k 31.50
Vanguard Index Fds Large Cap Etf (VV) 1.3 $1.9M 11k 172.37
Ishares Tr Esg Msci Leadr (SUSL) 1.2 $1.8M 27k 66.38
Vanguard World Esg Intl Stk Etf (VSGX) 1.2 $1.8M 36k 49.03
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.1 $1.6M 37k 44.34
Ishares Tr Msci Usa Esg Slc (SUSA) 0.7 $953k 12k 80.71
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $824k 4.2k 196.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $686k 13k 51.64
Apple (AAPL) 0.4 $508k 3.7k 136.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $372k 986.00 377.28
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $367k 7.5k 48.99
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $322k 15k 21.06
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $256k 3.6k 70.23
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $249k 5.0k 49.60
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $244k 1.1k 226.56
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $222k 3.4k 66.27