Bluestem Financial Advisors

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

  • Top 5 stock holdings are IVV, BSV, BND, VB, VEU, and represent 79.46% of Bluestem Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: BSV, ESML, BND, VNQ, VB, VSGX, AAPL, VEU, RAVN, ESGV.
  • Started 2 new stock positions in RAVN, ESGV.
  • Reduced shares in these 9 stocks: SCHH, VV, SUSA, AGG, IJR, IJH, SPY, VGSH, BLV.
  • Bluestem Financial Advisors was a net buyer of stock by $5.2M.
  • Bluestem Financial Advisors has $119M in assets under management (AUM), dropping by 8.63%.

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Portfolio Holdings for Bluestem Financial Advisors

Companies in the Bluestem Financial Advisors portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.2 $28M 82k 336.06
Vanguard Bd Index Fds Short Trm Bond (BSV) 17.7 $21M +8% 253k 83.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 14.4 $17M +3% 194k 88.22
Vanguard Index Fds Small Cp Etf (VB) 13.2 $16M +3% 102k 153.80
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.0 $13M 258k 50.45
Vanguard Index Fds Real Estate Etf (VNQ) 6.7 $7.9M +7% 101k 78.96
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.6 $3.1M 75k 40.90
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $2.1M -2% 30k 70.22
Vanguard Index Fds Large Cap Etf (VV) 1.6 $1.9M -5% 12k 156.41
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.5M 9.0k 170.28
Ishares Tr Msci Usa Esg Slc (SUSA) 0.9 $1.0M -8% 6.9k 147.11
Ishares Tr Esg Aware Msci (ESML) 0.8 $942k +187% 36k 26.52
Vanguard World Esg Intl Stk Etf (VSGX) 0.6 $766k +142% 15k 51.58
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $736k 4.2k 176.33

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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $651k 17k 39.37
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $508k -9% 4.3k 117.97
Apple (AAPL) 0.4 $485k +296% 4.2k 115.89
Ishares Tr Esg Msci Leadr (SUSL) 0.4 $441k +53% 7.6k 58.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $393k -9% 1.2k 334.47
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $380k -9% 2.1k 185.09
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $363k 3.6k 99.59
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $280k -6% 4.5k 62.04
Raven Industries (RAVN) 0.2 $241k NEW 11k 21.51
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $239k NEW 3.9k 61.87
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $236k 2.1k 111.74
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $236k -36% 6.7k 35.34

Past Filings by Bluestem Financial Advisors

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