Bluestem Financial Advisors

Latest statistics and disclosures from Bluestem Financial Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BND, IVV, VEU, VB, VNQ, and represent 72.04% of Bluestem Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VUG, BND, VTI, AAPL, VEU, ESML, ISTB, VSGX, VOO, VO.
  • Started 1 new stock position in VUG.
  • Reduced shares in these 10 stocks: IVV, VXUS, AGG, SCHA, MSFT, SPYM, SPY, ESGV, EAGG, IJR.
  • Bluestem Financial Advisors was a net buyer of stock by $278k.
  • Bluestem Financial Advisors has $259M in assets under management (AUM), dropping by 1.30%.
  • Central Index Key (CIK): 0001820680

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Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 30 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 21.3 $55M 745k 74.07
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Ishares Tr Core S&p500 Etf (IVV) 21.1 $55M 80k 684.94
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Vanguard Intl Equity Index Allwrld Ex Us (VEU) 12.2 $32M 430k 73.56
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Vanguard Index Fds Small Cp Etf (VB) 12.1 $31M 121k 257.95
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Vanguard Index Fds Real Estate Etf (VNQ) 5.3 $14M 156k 88.49
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Ishares Tr Esg Awr Us Agrgt (EAGG) 2.6 $6.7M 139k 47.85
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Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $6.4M 82k 78.81
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Ishares Tr Esg Msci Leadr (SUSL) 2.3 $6.0M 49k 121.27
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $5.5M 89k 62.47
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Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $5.3M +3% 16k 335.28
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Ishares Tr Core 1 5 Yr Usd (ISTB) 2.0 $5.2M 107k 48.75
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Ishares Tr Esg Aware Msci (ESML) 1.8 $4.5M 99k 45.98
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Ishares Tr Core Us Aggbd Et (AGG) 1.7 $4.4M -2% 44k 99.88
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Vanguard World Esg Intl Stk Etf (VSGX) 1.6 $4.2M 58k 71.62
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Spdr Series Trust State Street Spd (SPYM) 1.5 $4.0M 50k 80.22
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $3.3M 5.3k 627.08
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Ishares Tr Core S&p Scp Etf (IJR) 1.1 $3.0M 25k 120.18
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Vanguard Index Fds Large Cap Etf (VV) 1.0 $2.6M 8.3k 314.81
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $2.4M -5% 32k 75.44
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $2.2M -3% 78k 28.48
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Ishares Tr Esg Optimized (SUSA) 0.6 $1.5M 11k 139.35
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.1M 3.9k 290.25
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Apple (AAPL) 0.3 $802k +20% 2.9k 271.88
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Microsoft Corporation (MSFT) 0.3 $788k -7% 1.6k 483.59
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Vanguard Index Fds Growth Etf (VUG) 0.2 $571k NEW 1.2k 487.96
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $536k -8% 786.00 681.92
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $514k 25k 20.89
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $334k 5.1k 66.00
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $297k -13% 2.5k 120.97
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Dbx Etf Tr Xtrackers Msci (USSG) 0.1 $272k 4.3k 63.51
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Past Filings by Bluestem Financial Advisors

SEC 13F filings are viewable for Bluestem Financial Advisors going back to 2020

View all past filings