Bluestem Financial Advisors, LLC Portfolio Holdings by Sector
Bluestem Financial Advisors, LLC
- $212 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV BND VB VEU VNQ BSV EAGG ISTB 24 stocks |
$206,128
97.03% of portfolio
|
14
|
8
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,512
2.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,023
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$776
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|