Bluestem Financial Advisors

Bluestem Financial Advisors as of Sept. 30, 2021

Portfolio Holdings for Bluestem Financial Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.6 $33M 77k 430.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 19.6 $30M 367k 81.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.9 $21M 249k 85.45
Vanguard Index Fds Small Cp Etf (VB) 13.0 $20M 91k 218.67
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 10.9 $17M 275k 60.96
Vanguard Index Fds Real Estate Etf (VNQ) 6.8 $10M 102k 101.78
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.3 $3.5M 69k 50.49
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $2.6M 24k 109.20
Vanguard Index Fds Large Cap Etf (VV) 1.4 $2.2M 11k 200.91
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.9M 8.8k 222.02
Ishares Tr Esg Aware Msci (ESML) 1.2 $1.8M 46k 39.01
Vanguard World Esg Intl Stk Etf (VSGX) 1.0 $1.5M 24k 61.73
Ishares Tr Msci Usa Esg Slc (SUSA) 0.9 $1.3M 14k 95.99
Ishares Tr Esg Msci Leadr (SUSL) 0.8 $1.3M 17k 75.47
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $1.0M 4.3k 236.71
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $841k 17k 50.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $572k 1.3k 429.11
Apple (AAPL) 0.3 $534k 3.8k 141.46
Raven Industries 0.2 $380k 6.6k 57.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $324k 1.2k 263.20
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $320k 3.6k 87.79
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $272k 6.0k 45.69
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $266k 3.3k 80.07
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $255k 2.8k 89.57
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $247k 2.2k 114.72
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $245k 4.0k 61.43
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $228k 2.2k 102.29