Bluestem Financial Advisors

Bluestem Financial Advisors as of June 30, 2020

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 24 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.1 $25M 82k 309.68
Vanguard Bd Index Fds Short Trm Bond (BSV) 17.7 $19M 233k 83.12
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 15.2 $17M 188k 88.34
Vanguard Index Fds Small Cp Etf (VB) 13.2 $14M 99k 145.72
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.0 $12M 253k 47.61
Vanguard Index Fds Real Estate Etf (VNQ) 6.7 $7.4M 94k 78.53
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 2.7 $2.9M 75k 38.79
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $2.1M 30k 68.27
Vanguard Index Fds Large Cap Etf (VV) 1.7 $1.8M 13k 142.97
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.4M 8.9k 156.59
Ishares Tr Msci Usa Esg Slc (SUSA) 0.9 $1.0M 7.5k 133.77
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $682k 4.2k 164.02
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $598k 17k 36.24
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $560k 4.7k 118.14
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $406k 2.3k 177.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $400k 1.3k 308.40
Apple (AAPL) 0.4 $385k 1.1k 364.58
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $372k 11k 35.21
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $365k 3.6k 100.14
Ishares Tr Esg Msci Usa Sml (ESML) 0.3 $310k 12k 25.08
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $299k 4.8k 62.20
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $294k 6.1k 48.03
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $267k 4.9k 54.14
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $239k 2.1k 111.89