Bluestem Financial Advisors

Bluestem Financial Advisors as of Dec. 31, 2023

Portfolio Holdings for Bluestem Financial Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.1 $36M 76k 477.63
Vanguard Bd Index Fds Short Trm Bond (BSV) 13.8 $24M 308k 77.02
Vanguard Index Fds Small Cp Etf (VB) 12.5 $21M 101k 213.33
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 10.4 $18M 319k 56.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.2 $18M 240k 73.55
Vanguard Index Fds Real Estate Etf (VNQ) 6.4 $11M 125k 88.36
Ishares Tr Core 1 5 Yr Usd (ISTB) 4.5 $7.8M 164k 47.56
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.7 $4.6M 96k 47.90
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $3.9M 16k 237.22
Ishares Tr Esg Msci Leadr (SUSL) 1.9 $3.3M 40k 84.38
Ishares Tr Esg Aware Msci (ESML) 1.9 $3.2M 84k 38.01
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.8 $3.0M 54k 55.90
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $2.9M 30k 99.25
Vanguard World Esg Intl Stk Etf (VSGX) 1.7 $2.9M 53k 55.28
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $2.8M 26k 108.25
Vanguard Index Fds Large Cap Etf (VV) 1.2 $2.1M 9.6k 218.15
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.1 $1.8M 39k 47.74
Ishares Tr Msci Usa Esg Slc (SUSA) 0.7 $1.2M 12k 100.51
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $932k 4.0k 232.66
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $814k 14k 57.96
Apple (AAPL) 0.3 $589k 3.1k 192.53
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $476k 10k 47.24
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $429k 21k 20.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $425k 895.00 475.31
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $278k 1.0k 277.12
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $274k 3.2k 85.06