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CIK: 0001820680
Total reported value
$286.4M
$286.4M
27 檔
48.5%
In Q2 2024, Bluestem Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $286.4M, distributed across 27 disclosed stock positions.
During Q2 2024, Bluestem Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.24% | +0.24% | -3.50% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 16.09% | -1.95% | +59.66% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 12.50% | -0.62% | +1.57% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 11.56% | -0.03% | +7.52% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.73% | -0.19% | -36.32% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.05% | -0.41% | +8.81% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.40% | +0.01% | -12.54% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.42% | -0.12% | -1.75% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.07% | -0.08% | -6.44% | |
| 10 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 1.91% | +0.57% | -0.88% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.76% | +2.70% | +25.21% | |
| 12 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.76% | -0.06% | +7.05% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.70% | +0.03% | -7.57% | |
| 14 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.59% | +0.09% | +3.44% | |
| 15 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.49% | +0.11% | +28.64% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.40% | -0.15% | -1.43% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.09% | +0.02% | -10.75% | |
| 18 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.64% | -0.09% | -2.48% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.57% | -0.01% | -1.09% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.41% | — | -5.10% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.33% | +0.08% | -0.13% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | +0.14% | +20.26% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | — | +8.83% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.23% | -0.08% | -4.68% | |
| 25 | SCHH | Schwab US Reit ETF | ETF-Other | 0.22% | -0.01% | +7.31% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.15% | -0.05% | — | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.15% | — | -7.35% |
According to official SEC Form 13F filings, Bluestem Financial Advisors, LLC reported a total U.S. public equity portfolio value of $286.4M across 27 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, BND, VB) accounted for 48.5% of total reported equity market value during Q2 2024.
During Q2 2024, Bluestem Financial Advisors, LLC's top holdings by market value included IVV (22.2%)、BND (16.1%)、VB (12.5%). The largest single position, IVV, represented 22.2% of total portfolio value.
In Q2 2024, Bluestem Financial Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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