Bluestem Financial Advisors

Bluestem Financial Advisors as of Sept. 30, 2023

Portfolio Holdings for Bluestem Financial Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.4 $35M 82k 429.43
Vanguard Bd Index Fds Short Trm Bond (BSV) 14.6 $24M 317k 75.17
Vanguard Index Fds Small Cp Etf (VB) 12.3 $20M 107k 189.07
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 10.5 $17M 333k 51.87
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.3 $17M 242k 69.78
Vanguard Index Fds Real Estate Etf (VNQ) 5.9 $9.7M 128k 75.66
Ishares Tr Core 1 5 Yr Usd (ISTB) 4.7 $7.8M 168k 46.38
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $4.6M 104k 43.72
Ishares Tr Core Us Aggbd Et (AGG) 2.2 $3.5M 38k 94.04
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $3.5M 16k 212.41
Ishares Tr Esg Msci Leadr (SUSL) 1.9 $3.1M 41k 75.41
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.8 $2.9M 57k 50.26
Ishares Tr Esg Aware Msci (ESML) 1.7 $2.9M 85k 33.65
Vanguard World Esg Intl Stk Etf (VSGX) 1.6 $2.6M 51k 50.44
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $2.5M 27k 94.33
Vanguard Index Fds Large Cap Etf (VV) 1.2 $1.9M 9.6k 195.70
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.0 $1.6M 35k 45.30
Ishares Tr Msci Usa Esg Slc (SUSA) 0.6 $1.0M 12k 89.97
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $839k 4.0k 208.23
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $730k 14k 53.52
Apple (AAPL) 0.3 $541k 3.2k 171.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $411k 961.00 427.48
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $271k 3.6k 75.21
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $267k 15k 17.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $250k 1.0k 249.28