Bluestem Financial Advisors, LLC Portfolio Holdings by Sector
Bluestem Financial Advisors, LLC
- $233 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV BND VEU VB VNQ BSV EAGG SUSL 26 stocks |
$227,201
97.4% of portfolio
|
11
|
12
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,632
1.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$928
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$502
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|