Bluestem Financial Advisors

Bluestem Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Bluestem Financial Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.3 $47M 80k 588.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 19.6 $42M 578k 71.91
Vanguard Index Fds Small Cp Etf (VB) 12.9 $27M 114k 240.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.1 $24M 410k 57.41
Vanguard Index Fds Real Estate Etf (VNQ) 6.1 $13M 145k 89.08
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.3 $7.0M 91k 77.27
Ishares Tr Esg Awr Us Agrgt (EAGG) 2.6 $5.6M 120k 46.44
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.5 $5.3M 112k 47.77
Ishares Tr Esg Msci Leadr (SUSL) 2.5 $5.3M 52k 103.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $4.6M 96k 47.82
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $4.5M 16k 289.81
Ishares Tr Esg Aware Msci (ESML) 2.0 $4.2M 100k 42.05
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $3.9M 40k 96.90
Vanguard World Esg Intl Stk Etf (VSGX) 1.7 $3.5M 62k 56.70
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.6 $3.5M 50k 68.94
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $2.9M 26k 115.22
Vanguard Index Fds Large Cap Etf (VV) 1.1 $2.3M 8.5k 269.71
Ishares Tr Msci Usa Esg Slc (SUSA) 0.6 $1.4M 11k 121.59
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.1M 4.2k 264.13
Microsoft Corporation (MSFT) 0.5 $1.0M 2.4k 421.48
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $796k 14k 58.93
Apple (AAPL) 0.4 $777k 3.1k 250.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $530k 904.00 586.08
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $505k 20k 25.86
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $432k 21k 21.06
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $312k 5.0k 62.31
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $298k 2.8k 104.88