Bluestem Financial Advisors, LLC Portfolio Holdings by Sector
Bluestem Financial Advisors, LLC
- $214 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV BND VB VEU VNQ BSV EAGG ISTB 25 stocks |
$208,018
97.3% of portfolio
|
15
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4,270
2.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$864
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$634
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|