Bluestem Financial Advisors

Bluestem Financial Advisors as of Sept. 30, 2022

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 27 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 20.4 $29M 80k 358.65
Vanguard Bd Index Fds Short Trm Bond (BSV) 18.8 $27M 355k 74.82
Vanguard Index Fds Small Cp Etf (VB) 12.0 $17M 99k 170.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.2 $14M 201k 71.33
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.8 $14M 311k 44.36
Vanguard Index Fds Real Estate Etf (VNQ) 6.2 $8.8M 110k 80.17
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.1 $4.4M 95k 46.10
Ishares Tr Core Us Aggbd Et (AGG) 2.5 $3.6M 37k 96.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $3.2M 88k 36.36
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $3.0M 17k 179.44
Ishares Tr Esg Msci Leadr (SUSL) 2.0 $2.9M 47k 61.76
Ishares Tr Esg Aware Msci (ESML) 1.8 $2.6M 83k 30.67
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $2.4M 28k 87.19
Vanguard World Esg Intl Stk Etf (VSGX) 1.6 $2.2M 51k 43.45
Vanguard Index Fds Large Cap Etf (VV) 1.3 $1.8M 11k 163.57
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.8 $1.1M 26k 41.98
Ishares Tr Msci Usa Esg Slc (SUSA) 0.6 $901k 12k 75.92
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $791k 17k 46.41
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $770k 4.1k 187.90
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $563k 12k 45.74
Apple (AAPL) 0.3 $491k 3.6k 138.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $352k 986.00 357.00
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $234k 4.9k 47.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $233k 1.1k 219.60
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $229k 3.6k 62.83
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $226k 3.6k 62.92
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $193k 10k 18.66