HoldingsChannel.com
| 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 | $300 |
See Full List: All Stocks Held By Bluestem Financial Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Bluestem Financial Advisors LLC
|
Size ($ 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 |
