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BLUESTEM FINANCIAL ADVISORS, LLC13F | |
| BLUESTEM FINANCIAL ADVISORS, LLC | |
| Last update 2025-07-23 | 29 Stocks (1 new) |
| Value $233.00 Mil | Turnover 4 % |
BLUESTEM FINANCIAL ADVISORS, L... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 79,459 | 49,336.1 | -1.57% | 21.150 | -0.33% | 0.010 | +16.55% | +9.08% | 643,015.3 | ||
BND | Vanguard Total Bond Market ETF | 633,811 | 46,667.5 | +7.55% | 20.010 | +1.40% | 0.040 | +0.99% | +3.41% | 127,612.7 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 414,126 | 27,837.6 | -2.13% | 11.930 | -0.26% | 0.060 | +12.10% | +21.01% | 45,197.3 | ||
VB | Vanguard Small Cap ETF | 116,954 | 27,715.7 | -0.42% | 11.880 | -0.05% | 0.050 | +14.46% | +2.98% | 61,729.9 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 147,167 | 13,106.7 | +0.25% | 5.620 | +0.01% | 0.040 | +6.46% | +5.23% | 34,124.7 | ||
BSV | Vanguard Short-Term Bond ETF | 83,612 | 6,580.3 | -8.03% | 2.820 | -0.27% | 0.020 | +0.97% | +3.29% | 38,391.3 | ||
EAGG |
iShares ESG Aware U.S. Aggregate Bond ETF
iShares ESG Aware U.S. Aggregate Bond ETF
| 138,303 | 6,574.9 | +13.21% | 2.820 | +0.33% | 0.160 | +1.02% | +3.42% | 3,974.8 | ||
SUSL | iShares ESG MSCI USA Leaders ETF | 49,563 | 5,370.1 | -4.64% | 2.300 | -0.11% | 0.570 | +19.04% | +8.99% | 967.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 91,811 | 5,234.1 | -2.84% | 2.240 | -0.06% | 0.000 | +12.07% | +23.16% | 162,645.4 | ||
ISTB | iShares Core 1-5 Year USD Bond ETF | 105,976 | 5,155.7 | -3.84% | 2.210 | -0.10% | 0.120 | +1.26% | +3.53% | 4,419.0 |
BLUESTEM FINANCIAL ADVISORS, LLC's Historical Top Holdings Breakdowns
BLUESTEM FINANCIAL ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 2025-06-30 | Add Add | +1.40% | 71.88 ($72.74) 73.82 | $72.95 | 0.28% | Add 7.55% | 633,811 | 44,472 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +1.08% | 456.74 ($525.37) 568.03 | $583.88 | 11.14% | Add 542.07% | 5,265 | 4,445 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-06-30 | Add Add | +0.68% | 20.42 ($23.64) 25.3 | $26.27 | 11.13% | Add 329.71% | 81,074 | 62,207 | |
VXUS | Vanguard Total International Stock | 2025-06-30 | Add Add | +0.63% | 55.54 ($64.89) 69.09 | $70.68 | 8.92% | Add 157.96% | 34,851 | 21,341 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.33% | 498.8 ($573.99) 620.9 | $638.53 | 11.24% | Reduce -1.57% | 79,459 | -1,264 | |
EAGG |
iShares ESG Aware U.S. Aggregate Bond ETF
iShares ESG Aware U.S. Aggregate Bond ETF
| 2025-06-30 | Add Add | +0.33% | 46.41 ($46.98) 47.7 | $47.09 | 0.24% | Add 13.21% | 138,303 | 16,143 | |
BSV | Vanguard Short-Term Bond ETF | 2025-06-30 | Reduce Reduce | -0.27% | 77.74 ($78.19) 78.78 | $78.33 | 0.18% | Reduce -8.03% | 83,612 | -7,300 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-06-30 | Reduce Reduce | -0.26% | 54.19 ($63.27) 67.22 | $68.77 | 8.69% | Reduce -2.13% | 414,126 | -9,013 | |
USSG |
Xtrackers MSCI USA Selection Equity ETF
Xtrackers MSCI USA Selection Equity ETF
| 2025-06-30 | New Buy New Buy | +0.14% | 45.13 ($52.31) 56.88 | $58.56 | 11.96% | New holding | 5,628 | 5,628 | |
SUSL | iShares ESG MSCI USA Leaders ETF | 2025-06-30 | Reduce Reduce | -0.11% | 86.12 ($99.63) 108.35 | $111.72 | 12.13% | Reduce -4.64% | 49,563 | -2,410 |
BLUESTEM FINANCIAL ADVISORS, LLC Total Holding History ($B)
BLUESTEM FINANCIAL ADVISORS, LLC's Asset Allocation
BLUESTEM FINANCIAL ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BLUESTEM FINANCIAL ADVISORS, LLC's Hypothetical Growth since 2025-06-30
BLUESTEM FINANCIAL ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BLUESTEM FINANCIAL ADVISORS, LLC's Holdings Heat Map
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BLUESTEM FINANCIAL ADVISORS, LLC's Holdings Bubble Chart
BLUESTEM FINANCIAL ADVISORS, LLC News
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