Bluestem Financial Advisors

Bluestem Financial Advisors as of Dec. 31, 2019

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 19 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.0 $26M 82k 323.24
Vanguard Bd Index Short Trm Bond (BSV) 18.0 $20M 246k 80.61
Vanguard Index Fds Small Cp Etf (VB) 15.6 $17M 103k 165.64
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 14.1 $16M 288k 53.75
Vanguard Bd Index Total Bnd Mrkt (BND) 13.0 $14M 171k 83.86
Vanguard Index Fds Real Estate Etf (VNQ) 7.2 $7.9M 86k 92.79
Vanguard Index Fds Large Cap Etf (VV) 1.7 $1.9M 13k 147.87
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $1.5M 9.3k 163.66
Ishares Tr Msci Usa Esg Slc (SUSA) 1.0 $1.1M 8.0k 133.97
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.1M 6.0k 178.11
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $516k 12k 44.09
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $484k 4.3k 112.40
Vanguard Bd Index Intermed Term (BIV) 0.4 $456k 5.2k 87.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $437k 1.4k 321.80
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $414k 2.0k 205.97
Apple (AAPL) 0.3 $325k 1.1k 294.12
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $304k 3.6k 83.40
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $240k 3.9k 60.87
Vanguard Bd Index Long Term Bond (BLV) 0.2 $215k 2.1k 100.47