Bluestem Financial Advisors

Bluestem Financial Advisors as of Sept. 30, 2024

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 27 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.6 $46M 80k 576.82
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 19.3 $41M 550k 75.11
Vanguard Index Fds Small Cp Etf (VB) 12.6 $27M 114k 237.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.5 $25M 393k 63.00
Vanguard Index Fds Real Estate Etf (VNQ) 6.5 $14M 144k 97.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.5 $7.6M 96k 78.69
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.8 $6.1M 124k 48.68
Ishares Tr Esg Msci Leadr (SUSL) 2.4 $5.1M 51k 101.52
Ishares Tr Esg Awr Us Agrgt (EAGG) 2.4 $5.1M 105k 48.59
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $5.1M 96k 52.81
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $4.4M 16k 283.15
Ishares Tr Esg Aware Msci (ESML) 1.9 $4.1M 99k 41.82
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $4.0M 39k 101.27
Vanguard World Esg Intl Stk Etf (VSGX) 1.7 $3.7M 61k 61.51
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.6 $3.4M 51k 67.51
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $3.0M 26k 116.96
Vanguard Index Fds Large Cap Etf (VV) 1.1 $2.3M 8.6k 263.28
Ishares Tr Msci Usa Esg Slc (SUSA) 0.6 $1.4M 12k 120.37
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.2M 4.4k 263.81
Microsoft Corporation (MSFT) 0.4 $889k 2.1k 430.28
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $875k 14k 64.74
Apple (AAPL) 0.3 $701k 3.0k 233.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $543k 947.00 573.76
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $503k 9.8k 51.50
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $474k 21k 23.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $313k 5.0k 62.32
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $288k 2.8k 101.64