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Size ($ in 1000's)
At 03/31/2024: $193,511 At 12/31/2023: $171,970
Bluestem Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bluestem Financial Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Bluestem Financial Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Bluestem Financial Advisors LLC.
In the Bluestem Financial Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Bluestem Financial Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Bluestem Financial Advisors LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
ISHARES TR (IVV) |
83,335 |
+7,218 |
$43,811 | IVV | 83,335 | +7,218 | $43,811 | VANGUARD INDEX FDS (VB) |
111,660 |
+11,194 |
$25,524 | VB | 111,660 | +11,194 | $25,524 | VANGUARD BD INDEX FDS (BSV) |
313,256 |
+4,965 |
$24,017 | BSV | 313,256 | +4,965 | $24,017 | VANGUARD INTL EQUITY INDEX F (VEU) |
362,674 |
+43,784 |
$21,271 | VEU | 362,674 | +43,784 | $21,271 | VANGUARD BD INDEX FDS (BND) |
276,859 |
+37,406 |
$20,108 | BND | 276,859 | +37,406 | $20,108 | VANGUARD INDEX FDS (VNQ) |
131,432 |
+5,995 |
$11,366 | VNQ | 131,432 | +5,995 | $11,366 | ISHARES TR (ISTB) |
162,390 |
-1,698 |
$7,704 | ISTB | 162,390 | -1,698 | $7,704 | VANGUARD TAX MANAGED FDS (VEA) |
98,567 |
+2,213 |
$4,945 | VEA | 98,567 | +2,213 | $4,945 | VANGUARD INDEX FDS (VTI) |
16,379 |
+2 |
$4,257 | VTI | 16,379 | +2 | $4,257 | ISHARES TR (SUSL) |
39,162 |
-480 |
$3,675 | SUSL | 39,162 | -480 | $3,675 | SPDR SER TR (SPLG) |
56,903 |
+2,667 |
$3,501 | SPLG | 56,903 | +2,667 | $3,501 | ISHARES TR (ESML) |
84,264 |
+145 |
$3,393 | ESML | 84,264 | +145 | $3,393 | VANGUARD WORLD FD (VSGX) |
53,208 |
+522 |
$3,058 | VSGX | 53,208 | +522 | $3,058 | ISHARES TR (IJR) |
26,339 |
+714 |
$2,911 | IJR | 26,339 | +714 | $2,911 | ISHARES TR (AGG) |
28,720 |
-922 |
$2,813 | AGG | 28,720 | -922 | $2,813 | ISHARES TR (EAGG) |
49,253 |
+10,521 |
$2,318 | EAGG | 49,253 | +10,521 | $2,318 | VANGUARD INDEX FDS (VV) |
9,652 |
+28 |
$2,314 | VV | 9,652 | +28 | $2,314 | ISHARES TR (SUSA) |
11,606 |
UNCH |
$1,267 | SUSA | 11,606 | UNCH | $1,267 | VANGUARD INDEX FDS (VO) |
4,683 |
+678 |
$1,170 | VO | 4,683 | +678 | $1,170 | VANGUARD STAR FDS (VXUS) |
14,236 |
+186 |
$858 | VXUS | 14,236 | +186 | $858 | APPLE INC |
3,060 |
UNCH |
$525 | AAPL | 3,060 | UNCH | $525 | SCHWAB STRATEGIC TR |
10,249 |
+175 |
$505 | SCHA | 10,249 | +175 | $505 | SPDR S&P 500 ETF TR (SPY) |
895 |
UNCH |
$468 | SPY | 895 | UNCH | $468 | SCHWAB STRATEGIC TR |
20,734 |
+30 |
$421 | SCHH | 20,734 | +30 | $421 | MICROSOFT CORP |
997 |
+997 |
$419 | MSFT | 997 | +997 | $419 | ISHARES TR (IJH) |
5,014 |
+4,011 |
$305 | IJH | 5,014 | +4,011 | $305 | VANGUARD WORLD FD (ESGV) |
3,224 |
+3 |
$300 | ESGV | 3,224 | +3 | $300 |
See Full List: All Stocks Held By Bluestem Financial Advisors LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Bluestem Financial Advisors LLC
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