Bluestem Financial Advisors

Bluestem Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 26 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 20.1 $31M 80k 384.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 15.3 $23M 309k 75.28
Vanguard Index Fds Small Cp Etf (VB) 12.3 $19M 102k 183.54
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 10.5 $16M 320k 50.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.9 $15M 209k 71.84
Vanguard Index Fds Real Estate Etf (VNQ) 6.1 $9.3M 113k 82.48
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.1 $7.7M 166k 46.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $4.6M 110k 41.97
Ishares Tr Core Us Aggbd Et (AGG) 2.5 $3.8M 39k 96.99
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $3.1M 17k 191.19
Ishares Tr Esg Msci Leadr (SUSL) 1.8 $2.7M 41k 66.31
Ishares Tr Esg Aware Msci (ESML) 1.7 $2.7M 81k 32.88
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $2.6M 28k 94.64
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.7 $2.5M 56k 44.98
Vanguard World Esg Intl Stk Etf (VSGX) 1.6 $2.5M 51k 49.19
Vanguard Index Fds Large Cap Etf (VV) 1.2 $1.8M 11k 174.20
Ishares Tr Msci Usa Esg Slc (SUSA) 0.6 $978k 12k 82.32
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $827k 4.1k 203.79
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.5 $802k 17k 46.74
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $643k 12k 51.72
Apple (AAPL) 0.3 $446k 3.4k 129.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $377k 986.00 382.43
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $296k 15k 19.29
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $257k 1.1k 242.00
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $238k 3.6k 65.87
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $234k 4.9k 47.43