Bluestem Financial Advisors, LLC Top Holdings and 13F Report (2024) About Bluestem Financial Advisors, LLCInvestment ActivityBluestem Financial Advisors, LLC has $214.30 million in total holdings as of September 30, 2024.Bluestem Financial Advisors, LLC owns shares of 27 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.13% of the portfolio was purchased this quarter.About 4.41% of the portfolio was sold this quarter.This quarter, Bluestem Financial Advisors, LLC has purchased 27 new stocks and bought additional shares in 13 stocks.Bluestem Financial Advisors, LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $46,305,292Vanguard Total Bond Market ETF $41,322,224Vanguard Small-Cap ETF $26,968,176Vanguard FTSE All-World ex-US ETF $24,726,434Vanguard Real Estate ETF $13,976,791 Largest Purchases this Quarter Vanguard Total Bond Market ETF 108,131 shares (about $8.12M)iShares ESG Aware U.S. Aggregate Bond ETF 41,756 shares (about $2.03M)iShares ESG MSCI USA Leaders ETF 11,667 shares (about $1.18M)iShares ESG Aware MSCI USA Small-Cap ETF 8,946 shares (about $374.12K)Microsoft 868 shares (about $373.48K) Largest Sales this Quarter Vanguard Short-Term Bond ETF 103,370 shares (about $8.13M)iShares Core 1-5 Year USD Bond ETF 17,625 shares (about $857.98K)SPDR Portfolio S&P 500 ETF 1,786 shares (about $120.57K)iShares Core S&P 500 ETF 139 shares (about $80.18K)Vanguard Mid-Cap ETF 259 shares (about $68.33K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBluestem Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$46,305,292$80,178 ▼-0.2%80,27721.6%ETFBNDVanguard Total Bond Market ETF$41,322,224$8,121,721 ▲24.5%550,15619.3%ETFVBVanguard Small-Cap ETF$26,968,176$64,284 ▲0.2%113,68912.6%ETFVEUVanguard FTSE All-World ex-US ETF$24,726,434$160,713 ▲0.7%392,48311.5%ETFVNQVanguard Real Estate ETF$13,976,791$44,716 ▲0.3%143,4696.5%ETFBSVVanguard Short-Term Bond ETF$7,562,961$8,134,171 ▼-51.8%96,1113.5%ETFISTBiShares Core 1-5 Year USD Bond ETF$6,055,482$857,982 ▼-12.4%124,3942.8%ManufacturingSUSLiShares ESG MSCI USA Leaders ETF$5,125,200$1,184,425 ▲30.1%50,4852.4%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$5,107,530$2,028,921 ▲65.9%105,1152.4%ETFVEAVanguard FTSE Developed Markets ETF$5,066,453$47,582 ▼-0.9%95,9372.4%ETFVTIVanguard Total Stock Market ETF$4,437,595$98,538 ▲2.3%15,6722.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$4,146,561$374,120 ▲9.9%99,1531.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,959,541$317,987 ▲8.7%39,0991.8%FinanceVSGXVanguard ESG International Stock ETF$3,742,672$357,309 ▲10.6%60,8471.7%ETFSPLGSPDR Portfolio S&P 500 ETF$3,430,188$120,573 ▼-3.4%50,8101.6%ETFIJRiShares Core S&P Small-Cap ETF$2,986,698$49,942 ▼-1.6%25,5361.4%ETFVVVanguard Large-Cap ETF$2,256,845$11,058 ▼-0.5%8,5721.1%ETFSUSAiShares MSCI USA ESG Select ETF$1,379,273$16,972 ▲1.2%11,4590.6%ETFVOVanguard Mid-Cap ETF$1,153,637$68,327 ▼-5.6%4,3730.5%ETFMSFTMicrosoft$889,385$373,481 ▲72.4%2,0670.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$874,6390.0%13,5100.4%ETFAAPLApple$700,634$11,417 ▼-1.6%3,0070.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$543,351$15,492 ▼-2.8%9470.3%FinanceSCHASchwab US Small-Cap ETF$503,158$52 ▲0.0%9,7700.2%ETFSCHHSchwab U.S. REIT ETF$473,831$41,683 ▼-8.1%20,4500.2%ETFIJHiShares Core S&P Mid-Cap ETF$312,4670.0%5,0140.1%ETFESGVVanguard ESG US Stock ETF$288,445$15,144 ▼-5.0%2,8380.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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