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