Bluestem Financial Advisors

Bluestem Financial Advisors as of June 30, 2023

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 25 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.5 $36M 80k 445.71
Vanguard Bd Index Fds Short Trm Bond (BSV) 15.5 $26M 338k 75.57
Vanguard Index Fds Small Cp Etf (VB) 12.5 $21M 104k 198.89
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 10.4 $17M 315k 54.41
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.1 $17M 229k 72.69
Vanguard Index Fds Real Estate Etf (VNQ) 6.2 $10M 122k 83.56
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.7 $6.0M 130k 46.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $4.9M 105k 46.18
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $3.6M 17k 220.28
Ishares Tr Esg Msci Leadr (SUSL) 1.9 $3.1M 40k 77.42
Ishares Tr Esg Aware Msci (ESML) 1.8 $3.0M 85k 35.52
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.7 $2.9M 55k 52.11
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $2.7M 28k 97.95
Vanguard World Esg Intl Stk Etf (VSGX) 1.6 $2.7M 50k 53.11
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $2.6M 27k 99.65
Vanguard Index Fds Large Cap Etf (VV) 1.2 $1.9M 9.6k 202.71
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.9 $1.6M 33k 47.17
Ishares Tr Msci Usa Esg Slc (SUSA) 0.7 $1.1M 12k 93.64
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $886k 4.0k 220.17
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $764k 14k 56.08
Apple (AAPL) 0.4 $613k 3.2k 193.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $426k 961.00 443.28
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $293k 15k 19.53
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $284k 3.6k 78.35
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $262k 1.0k 261.41