Bluestem Financial Advisors

Bluestem Financial Advisors as of June 30, 2025

Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 29 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.1 $49M 80k 620.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 20.0 $47M 634k 73.63
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 11.9 $28M 414k 67.22
Vanguard Index Fds Small Cp Etf (VB) 11.9 $28M 117k 236.98
Vanguard Index Fds Real Estate Etf (VNQ) 5.6 $13M 147k 89.06
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.8 $6.6M 84k 78.70
Ishares Tr Esg Awr Us Agrgt (EAGG) 2.8 $6.6M 138k 47.54
Ishares Tr Esg Msci Leadr (SUSL) 2.3 $5.4M 50k 108.35
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $5.2M 92k 57.01
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.2 $5.2M 106k 48.65
Ishares Tr Core Us Aggbd Et (AGG) 2.2 $5.1M 52k 99.20
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $4.6M 15k 303.93
Ishares Tr Esg Aware Msci (ESML) 1.7 $4.0M 97k 41.33
Vanguard World Esg Intl Stk Etf (VSGX) 1.7 $3.9M 59k 65.50
Spdr Series Trust Portfolio S&p500 (SPLG) 1.6 $3.7M 51k 72.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $3.0M 5.3k 568.02
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $2.7M 25k 109.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $2.4M 35k 69.09
Vanguard Index Fds Large Cap Etf (VV) 1.0 $2.4M 8.4k 285.31
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $2.1M 81k 25.30
Ishares Tr Esg Optimized (SUSA) 0.6 $1.3M 11k 126.75
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $1.1M 3.9k 279.80
Microsoft Corporation (MSFT) 0.4 $929k 1.9k 497.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $559k 904.00 617.85
Apple (AAPL) 0.2 $502k 2.4k 205.18
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $482k 23k 21.16
Dbx Etf Tr Xtrackers Msci (USSG) 0.1 $320k 5.6k 56.88
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $312k 2.8k 109.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $311k 5.0k 62.02