Bluestem Financial Advisors

Bluestem Financial Advisors as of March 31, 2024

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 28 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.6 $44M 83k 525.73
Vanguard Index Fds Small Cp Etf (VB) 13.2 $26M 112k 228.59
Vanguard Bd Index Fds Short Trm Bond (BSV) 12.4 $24M 313k 76.67
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.0 $21M 363k 58.65
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.4 $20M 277k 72.63
Vanguard Index Fds Real Estate Etf (VNQ) 5.9 $11M 131k 86.48
Ishares Tr Core 1 5 Yr Usd (ISTB) 4.0 $7.7M 162k 47.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.6 $4.9M 99k 50.17
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $4.3M 16k 259.90
Ishares Tr Esg Msci Leadr (SUSL) 1.9 $3.7M 39k 93.85
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.8 $3.5M 57k 61.53
Ishares Tr Esg Aware Msci (ESML) 1.8 $3.4M 84k 40.27
Vanguard World Esg Intl Stk Etf (VSGX) 1.6 $3.1M 53k 57.47
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $2.9M 26k 110.52
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $2.8M 29k 97.94
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.2 $2.3M 49k 47.06
Vanguard Index Fds Large Cap Etf (VV) 1.2 $2.3M 9.7k 239.75
Ishares Tr Msci Usa Esg Slc (SUSA) 0.7 $1.3M 12k 109.17
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.2M 4.7k 249.88
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $858k 14k 60.30
Apple (AAPL) 0.3 $525k 3.1k 171.48
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $505k 10k 49.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $468k 895.00 523.07
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $421k 21k 20.30
Microsoft Corporation (MSFT) 0.2 $419k 997.00 420.68
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $305k 5.0k 60.74
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $300k 3.2k 93.18
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $288k 4.9k 59.24