Bluestem Financial Advisors

Bluestem Financial Advisors as of Sept. 30, 2020

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 26 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.2 $28M 82k 336.06
Vanguard Bd Index Fds Short Trm Bond (BSV) 17.7 $21M 253k 83.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 14.4 $17M 194k 88.22
Vanguard Index Fds Small Cp Etf (VB) 13.2 $16M 102k 153.80
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.0 $13M 258k 50.45
Vanguard Index Fds Real Estate Etf (VNQ) 6.7 $7.9M 101k 78.96
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.6 $3.1M 75k 40.90
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $2.1M 30k 70.22
Vanguard Index Fds Large Cap Etf (VV) 1.6 $1.9M 12k 156.41
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.5M 9.0k 170.28
Ishares Tr Msci Usa Esg Slc (SUSA) 0.9 $1.0M 6.9k 147.11
Ishares Tr Esg Aware Msci (ESML) 0.8 $942k 36k 26.52
Vanguard World Esg Intl Stk Etf (VSGX) 0.6 $766k 15k 51.58
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $736k 4.2k 176.33
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $651k 17k 39.37
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $508k 4.3k 117.97
Apple (AAPL) 0.4 $485k 4.2k 115.89
Ishares Tr Esg Msci Leadr (SUSL) 0.4 $441k 7.6k 58.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $393k 1.2k 334.47
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $380k 2.1k 185.09
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $363k 3.6k 99.59
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $280k 4.5k 62.04
Raven Industries 0.2 $241k 11k 21.51
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $239k 3.9k 61.87
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $236k 2.1k 111.74
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $236k 6.7k 35.34