Bluestem Financial Advisors

Bluestem Financial Advisors as of March 31, 2020

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 19 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.1 $21M 79k 258.40
Vanguard Bd Index Fds Short Trm Bond (BSV) 21.1 $20M 239k 82.18
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 16.9 $16M 184k 85.35
Vanguard Index Fds Small Cp Etf (VB) 12.8 $12M 103k 115.44
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.8 $12M 289k 41.02
Vanguard Index Fds Real Estate Etf (VNQ) 6.7 $6.2M 89k 69.85
Vanguard Index Fds Large Cap Etf (VV) 1.6 $1.5M 13k 118.42
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.2M 9.1k 128.90
Ishares Tr Msci Usa Esg Slc (SUSA) 1.0 $898k 8.2k 109.79
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $628k 4.8k 131.60
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $497k 4.3k 115.42
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $400k 12k 33.31
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.4 $368k 3.6k 100.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $334k 1.3k 257.52
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $320k 5.1k 62.43
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $289k 2.0k 143.78
Apple (AAPL) 0.3 $268k 1.1k 253.79
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $226k 2.1k 106.50
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $207k 2.3k 89.49