Bluestem Financial Advisors

Bluestem Financial Advisors as of March 31, 2025

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 28 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.2 $45M 81k 561.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 20.2 $43M 589k 73.45
Vanguard Index Fds Small Cp Etf (VB) 12.2 $26M 118k 221.75
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.0 $26M 423k 60.66
Vanguard Index Fds Real Estate Etf (VNQ) 6.2 $13M 147k 90.54
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.3 $7.1M 91k 78.28
Ishares Tr Esg Awr Us Agrgt (EAGG) 2.7 $5.8M 122k 47.48
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.5 $5.3M 110k 48.35
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $5.2M 53k 98.92
Ishares Tr Esg Msci Leadr (SUSL) 2.3 $5.0M 52k 95.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $4.8M 95k 50.83
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $4.3M 16k 274.84
Vanguard World Esg Intl Stk Etf (VSGX) 1.7 $3.7M 63k 58.98
Ishares Tr Esg Aware Msci (ESML) 1.7 $3.7M 95k 38.41
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.6 $3.3M 50k 65.76
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $2.7M 26k 104.57
Vanguard Index Fds Large Cap Etf (VV) 1.0 $2.2M 8.4k 257.04
Ishares Tr Msci Usa Esg Slc (SUSA) 0.6 $1.3M 11k 114.87
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.1M 4.3k 258.65
Microsoft Corporation (MSFT) 0.4 $864k 2.3k 375.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $839k 14k 62.10
Apple (AAPL) 0.3 $635k 2.9k 222.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $506k 904.00 559.39
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $442k 19k 23.43
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $442k 21k 21.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $421k 820.00 513.85
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $293k 5.0k 58.35
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $278k 2.8k 97.94