Bluestem Financial Advisors
Latest statistics and disclosures from Bluestem Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, BSV, VB, BND, VEU, and represent 78.90% of Bluestem Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: BSV, VEU, BND, SUSA, VNQ, VB, BIV, IVV, VO, SUSL.
- Started 1 new stock positions in BIV.
- Reduced shares in these 5 stocks: RAVN, VV, SPY, AAPL, VGSH.
- Bluestem Financial Advisors was a net buyer of stock by $5.6M.
- Bluestem Financial Advisors has $137M in assets under management (AUM), dropping by 14.91%.
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Portfolio Holdings for Bluestem Financial Advisors
Companies in the Bluestem Financial Advisors portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 22.7 | $31M | 83k | 375.39 | ||
Vanguard Bd Index Fds Short Trm Bond (BSV) | 16.4 | $22M | +6% | 270k | 82.90 | |
Vanguard Index Fds Small Cp Etf (VB) | 14.8 | $20M | 104k | 194.68 | ||
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 13.2 | $18M | +5% | 205k | 88.19 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 11.7 | $16M | +6% | 274k | 58.36 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 6.7 | $9.1M | +6% | 107k | 84.93 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 2.6 | $3.6M | 75k | 47.21 | ||
Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $2.7M | 30k | 91.91 | ||
Vanguard Index Fds Large Cap Etf (VV) | 1.5 | $2.0M | -2% | 12k | 175.73 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $1.7M | 9.0k | 194.62 | ||
Ishares Tr Esg Aware Msci (ESML) | 0.9 | $1.3M | +5% | 38k | 34.13 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.8 | $1.1M | +102% | 14k | 82.36 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $1.0M | +19% | 5.0k | 206.70 | |
Vanguard World Esg Intl Stk Etf (VSGX) | 0.7 | $952k | +8% | 16k | 59.28 | |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.5 | $729k | 17k | 43.98 | ||
Ishares Tr Esg Msci Leadr (SUSL) | 0.4 | $612k | +24% | 9.4k | 64.94 | |
Apple (AAPL) | 0.4 | $547k | 4.1k | 132.70 | ||
Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $509k | 4.3k | 118.21 | ||
Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $472k | 2.1k | 229.80 | ||
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $416k | -5% | 1.1k | 373.76 | |
Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.3 | $349k | 3.6k | 95.75 | ||
Raven Industries (RAVN) | 0.2 | $305k | -17% | 9.2k | 33.14 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $273k | 4.4k | 61.58 | ||
Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $272k | 3.9k | 70.18 | ||
Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $264k | NEW | 2.8k | 92.73 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $255k | 6.7k | 38.01 | ||
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $240k | +3% | 2.2k | 109.69 |
Past Filings by Bluestem Financial Advisors
SEC 13F filings are viewable for Bluestem Financial Advisors going back to 2020
- Bluestem Financial Advisors 2020 Q4 filed Jan. 12, 2021
- Bluestem Financial Advisors 2020 Q3 filed Oct. 16, 2020
- Bluestem Financial Advisors 2019 Q4 filed Aug. 11, 2020
- Bluestem Financial Advisors 2020 Q1 filed Aug. 11, 2020
- Bluestem Financial Advisors 2020 Q2 filed Aug. 11, 2020