Bluestem Financial Advisors

Bluestem Financial Advisors as of March 31, 2021

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 27 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.6 $32M 80k 397.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 16.5 $23M 282k 82.19
Vanguard Index Fds Small Cp Etf (VB) 15.1 $21M 99k 214.07
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.5 $18M 208k 84.72
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.6 $16M 267k 60.68
Vanguard Index Fds Real Estate Etf (VNQ) 6.7 $9.4M 102k 91.86
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.6 $3.7M 75k 49.10
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $3.2M 30k 108.53
Vanguard Index Fds Large Cap Etf (VV) 1.5 $2.2M 12k 185.27
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.9M 9.0k 206.69
Ishares Tr Esg Aware Msci (ESML) 1.0 $1.5M 38k 38.54
Ishares Tr Msci Usa Esg Slc (SUSA) 0.9 $1.2M 14k 87.81
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $1.1M 5.0k 221.27
Vanguard World Esg Intl Stk Etf (VSGX) 0.7 $1.0M 17k 61.36
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $774k 17k 46.60
Ishares Tr Esg Msci Leadr (SUSL) 0.5 $731k 11k 69.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $535k 2.1k 260.34
Apple (AAPL) 0.4 $504k 4.1k 122.24
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $490k 4.3k 113.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $441k 1.1k 396.23
Raven Industries 0.3 $353k 9.2k 38.35
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $302k 3.6k 82.85
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $286k 3.9k 73.64
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $276k 6.7k 41.07
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $253k 4.1k 61.51
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $253k 2.8k 88.87
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $216k 2.2k 98.23