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 78.17% of Bluestem Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: BSV, SUSL, VEU, VSGX, ESML, BND, VNQ, VEA, VTI, AAPL.
- Reduced shares in these 10 stocks: IVV, Raven Industries, AGG, , VB, VV, SUSA, VO, IJR, BLV.
- Sold out of its positions in AGG, Raven Industries, VGSH.
- Bluestem Financial Advisors was a net buyer of stock by $1.3M.
- Bluestem Financial Advisors has $161M in assets under management (AUM), dropping by 5.12%.
- Central Index Key (CIK): 0001820680
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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
- Bluestem Financial Advisors 2021 Q4 filed Jan. 13, 2022
- Bluestem Financial Advisors 2021 Q3 filed Oct. 19, 2021
- Bluestem Financial Advisors 2021 Q2 filed Aug. 11, 2021
- Bluestem Financial Advisors 2021 Q1 filed April 28, 2021
- 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