Bluestem Financial Advisors

Bluestem Financial Advisors as of March 31, 2022

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 28 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.2 $34M 75k 453.69
Vanguard Bd Index Fds Short Trm Bond (BSV) 17.5 $28M 357k 77.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.8 $19M 236k 79.54
Vanguard Index Fds Small Cp Etf (VB) 11.8 $19M 89k 212.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.6 $15M 265k 57.59
Vanguard Index Fds Real Estate Etf (VNQ) 6.9 $11M 102k 108.37
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.2 $5.0M 105k 48.03
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $3.9M 17k 227.67
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $3.7M 34k 107.87
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $2.7M 25k 107.10
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.6 $2.6M 54k 48.45
Vanguard Index Fds Large Cap Etf (VV) 1.4 $2.2M 11k 208.46
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.3 $2.1M 39k 53.12
Ishares Tr Esg Aware Msci (ESML) 1.2 $1.9M 50k 38.04
Ishares Tr Esg Msci Leadr (SUSL) 1.1 $1.8M 22k 79.17
Vanguard World Esg Intl Stk Etf (VSGX) 1.0 $1.5M 27k 57.21
Ishares Tr Msci Usa Esg Slc (SUSA) 0.8 $1.3M 13k 96.82
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.0M 4.2k 237.79
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $786k 13k 59.71
Apple (AAPL) 0.4 $677k 3.9k 174.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $602k 1.3k 451.61
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $510k 21k 24.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $331k 1.2k 268.45
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $293k 3.6k 80.38
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $271k 3.3k 81.14
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $261k 5.0k 52.46
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $233k 2.8k 81.84
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $202k 2.2k 91.65