Bluestem Financial Advisors

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

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Positions held by Bluestem Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Bluestem Financial Advisors

Companies in the Bluestem Financial Advisors portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.4 $36M 76k 476.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 19.1 $31M +3% 381k 80.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.3 $21M 252k 84.75
Vanguard Index Fds Small Cp Etf (VB) 12.7 $20M 90k 226.01
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 10.7 $17M +2% 281k 61.28
Vanguard Index Fds Real Estate Etf (VNQ) 7.4 $12M 102k 116.01
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.2 $3.6M +2% 71k 51.06
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $2.8M 24k 114.52
Vanguard Index Fds Large Cap Etf (VV) 1.5 $2.4M -2% 11k 221.00
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $2.1M 8.9k 241.46
Ishares Tr Esg Aware Msci (ESML) 1.3 $2.1M +13% 52k 40.33
Ishares Tr Esg Msci Leadr (SUSL) 1.2 $2.0M +35% 23k 84.37
Vanguard World Esg Intl Stk Etf (VSGX) 1.1 $1.8M +20% 29k 62.02
Ishares Tr Msci Usa Esg Slc (SUSA) 0.9 $1.4M -2% 13k 106.21

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Vanguard Index Fds Mid Cap Etf (VO) 0.7 $1.1M 4.2k 254.63
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $928k 17k 55.86
Apple (AAPL) 0.4 $688k +2% 3.9k 177.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $633k 1.3k 474.87
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $349k 1.2k 283.28
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $326k 3.6k 89.44
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $315k 6.0k 52.73
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $293k 3.3k 87.94
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $249k 2.8k 87.46
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $226k 2.2k 103.06

Past Filings by Bluestem Financial Advisors

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