Bluestem Financial Advisors, LLC Portfolio Holdings by Sector
Bluestem Financial Advisors, LLC
- $214 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV BND VB VEU VNQ BSV ISTB SUSL 24 stocks |
$208,256
97.19% of portfolio
|
11
|
11
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,437
2.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$889
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$700
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|