Bluestem Financial Advisors, LLC Portfolio Holdings by Sector
Bluestem Financial Advisors, LLC
- $256 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BND IVV VB VEU VNQ EAGG BSV SUSL 26 stocks |
$249,005
97.45% of portfolio
|
11
|
13
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,987
1.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$909
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$623
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|