Bluestem Financial Advisors, LLC Top Holdings and 13F Report (2025) About Bluestem Financial Advisors, LLCInvestment ActivityBluestem Financial Advisors, LLC has $212.46 million in total holdings as of December 31, 2024.Bluestem Financial Advisors, LLC owns shares of 27 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.16% of the portfolio was purchased this quarter.About 0.53% of the portfolio was sold this quarter.This quarter, Bluestem Financial Advisors, LLC has purchased 27 new stocks and bought additional shares in 16 stocks.Bluestem Financial Advisors, LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $47,282,871Vanguard Total Bond Market ETF $41,542,814Vanguard Small-Cap ETF $27,309,957Vanguard FTSE All-World ex-US ETF $23,563,528Vanguard Real Estate ETF $12,881,951 Largest Purchases this Quarter Vanguard Total Bond Market ETF 27,550 shares (about $1.98M)Vanguard FTSE All-World ex-US ETF 17,960 shares (about $1.03M)iShares ESG Aware U.S. Aggregate Bond ETF 14,436 shares (about $670.41K)Schwab US Small-Cap ETF 9,772 shares (about $252.71K)Microsoft 361 shares (about $152.15K) Largest Sales this Quarter iShares Core 1-5 Year USD Bond ETF 12,489 shares (about $596.60K)Vanguard Short-Term Bond ETF 4,901 shares (about $378.70K)Vanguard Mid-Cap ETF 129 shares (about $34.07K)SPDR Portfolio S&P 500 ETF 430 shares (about $29.64K)Vanguard Total Stock Market ETF 102 shares (about $29.56K) 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$47,282,871$25,313 ▲0.1%80,32022.3%ETFBNDVanguard Total Bond Market ETF$41,542,814$1,981,119 ▲5.0%577,70619.6%ETFVBVanguard Small-Cap ETF$27,309,957$7,208 ▼0.0%113,65912.9%ETFVEUVanguard FTSE All-World ex-US ETF$23,563,528$1,031,083 ▲4.6%410,44311.1%ETFVNQVanguard Real Estate ETF$12,881,951$101,729 ▲0.8%144,6116.1%ETFBSVVanguard Short-Term Bond ETF$7,047,767$378,699 ▼-5.1%91,2103.3%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$5,551,934$670,406 ▲13.7%119,5512.6%ETFISTBiShares Core 1-5 Year USD Bond ETF$5,345,684$596,598 ▼-10.0%111,9052.5%ManufacturingSUSLiShares ESG MSCI USA Leaders ETF$5,342,308$140,340 ▲2.7%51,8472.5%ManufacturingVEAVanguard FTSE Developed Markets ETF$4,612,150$24,436 ▲0.5%96,4482.2%ETFVTIVanguard Total Stock Market ETF$4,512,372$29,561 ▼-0.7%15,5702.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$4,190,845$21,446 ▲0.5%99,6632.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,871,334$82,655 ▲2.2%39,9521.8%FinanceVSGXVanguard ESG International Stock ETF$3,518,832$68,833 ▲2.0%62,0611.7%ETFSPLGSPDR Portfolio S&P 500 ETF$3,473,174$29,644 ▼-0.8%50,3801.6%ETFIJRiShares Core S&P Small-Cap ETF$2,943,855$1,613 ▲0.1%25,5501.4%ETFVVVanguard Large-Cap ETF$2,294,705$17,262 ▼-0.7%8,5081.1%ETFSUSAiShares MSCI USA ESG Select ETF$1,375,401$17,873 ▼-1.3%11,3120.6%ETFVOVanguard Mid-Cap ETF$1,120,972$34,073 ▼-2.9%4,2440.5%ETFMSFTMicrosoft$1,023,358$152,155 ▲17.5%2,4280.5%Computer and TechnologyVXUSVanguard Total International Stock ETF$796,1470.0%13,5100.4%ETFAAPLApple$776,564$23,540 ▲3.1%3,1010.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$529,816$25,201 ▼-4.5%9040.2%FinanceSCHASchwab US Small-Cap ETF$505,367$252,709 ▲100.0%19,5420.2%ETFSCHHSchwab U.S. REIT ETF$431,950$1,264 ▲0.3%20,5100.2%ETFIJHiShares Core S&P Mid-Cap ETF$312,4170.0%5,0140.1%ETFESGVVanguard ESG US Stock ETF$297,855$210 ▲0.1%2,8400.1%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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