Bluestem Financial Advisors

Bluestem Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for Bluestem Financial Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 21.5 $55M 739k 74.37
Ishares Tr Core S&p500 Etf (IVV) 21.2 $54M 81k 669.50
Vanguard Index Fds Small Cp Etf (VB) 12.0 $31M 121k 254.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.0 $31M 429k 71.37
Vanguard Index Fds Real Estate Etf (VNQ) 5.6 $14M 156k 91.42
Ishares Tr Esg Awr Us Agrgt (EAGG) 2.6 $6.7M 140k 48.03
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $6.5M 82k 78.91
Ishares Tr Esg Msci Leadr (SUSL) 2.3 $5.8M 49k 117.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $5.3M 89k 59.92
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.0 $5.1M 105k 48.84
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $5.0M 15k 328.17
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $4.5M 45k 100.25
Ishares Tr Esg Aware Msci (ESML) 1.7 $4.4M 97k 45.08
Vanguard World Esg Intl Stk Etf (VSGX) 1.6 $4.0M 58k 69.37
Spdr Series Trust Portfolio S&p500 (SPYM) 1.5 $4.0M 51k 78.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $3.2M 5.3k 612.32
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $3.0M 25k 118.83
Vanguard Index Fds Large Cap Etf (VV) 1.0 $2.6M 8.3k 307.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $2.5M 34k 73.46
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $2.3M 81k 27.90
Ishares Tr Esg Optimized (SUSA) 0.6 $1.4M 11k 135.65
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.1M 3.8k 293.76
Microsoft Corporation (MSFT) 0.4 $909k 1.8k 517.92
Apple (AAPL) 0.2 $623k 2.4k 254.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $570k 856.00 666.18
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $532k 25k 21.57
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $337k 2.8k 118.46
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $327k 5.0k 65.26
Dbx Etf Tr Xtrackers Msci (USSG) 0.1 $263k 4.3k 61.34