Bluestem Financial Advisors

Bluestem Financial Advisors as of March 31, 2023

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 26 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 20.9 $34M 83k 411.08
Vanguard Bd Index Fds Short Trm Bond (BSV) 15.3 $25M 324k 76.49
Vanguard Index Fds Small Cp Etf (VB) 12.1 $20M 104k 189.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 10.5 $17M 320k 53.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.0 $16M 221k 73.83
Vanguard Index Fds Real Estate Etf (VNQ) 5.9 $9.6M 116k 83.04
Ishares Tr Core 1 5 Yr Usd (ISTB) 4.8 $7.8M 165k 47.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $4.9M 109k 45.17
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $3.9M 39k 99.64
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $3.4M 17k 204.11
Ishares Tr Esg Msci Leadr (SUSL) 1.8 $2.9M 41k 71.26
Ishares Tr Esg Aware Msci (ESML) 1.7 $2.8M 82k 33.99
Vanguard World Esg Intl Stk Etf (VSGX) 1.6 $2.6M 50k 52.36
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $2.6M 27k 96.70
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.6 $2.6M 55k 48.15
Vanguard Index Fds Large Cap Etf (VV) 1.2 $2.0M 11k 186.81
Ishares Tr Msci Usa Esg Slc (SUSA) 0.6 $1.0M 12k 87.77
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $858k 4.1k 210.94
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.5 $828k 17k 48.06
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $688k 13k 55.21
Apple (AAPL) 0.3 $567k 3.4k 164.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $393k 961.00 409.39
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $300k 15k 19.50
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $266k 1.1k 250.07
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $260k 3.6k 71.72
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $242k 5.0k 48.92