Bluestem Financial Advisors, LLC Top Holdings and 13F Report (2024) → Urgent Nvidia Warning (From Altimetry) (Ad) About Bluestem Financial Advisors, LLCInvestment ActivityBluestem Financial Advisors, LLC has $193.51 million in total holdings as of March 31, 2024.Bluestem Financial Advisors, LLC owns shares of 28 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 7.53% of the portfolio was purchased this quarter.About 0.11% of the portfolio was sold this quarter.This quarter, Bluestem Financial Advisors, LLC has purchased 26 new stocks and bought additional shares in 20 stocks.Bluestem Financial Advisors, LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $43,811,465Vanguard Small-Cap ETF $25,524,311Vanguard Short-Term Bond ETF $24,017,368Vanguard FTSE All-World ex-US ETF $21,270,846Vanguard Total Bond Market ETF $20,108,279 Largest New Holdings this Quarter Microsoft $419,414 HoldingVanguard Long-Term Treasury Index ETF $287,492 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 7,218 shares (about $3.79M)Vanguard Total Bond Market ETF 37,406 shares (about $2.72M)Vanguard FTSE All-World ex-US ETF 43,784 shares (about $2.57M)Vanguard Small-Cap ETF 11,194 shares (about $2.56M)Vanguard Real Estate ETF 5,995 shares (about $518.45K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 922 shares (about $90.30K)iShares Core 1-5 Year USD Bond ETF 1,698 shares (about $80.55K)iShares ESG MSCI USA Leaders ETF 480 shares (about $45.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBluestem Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$43,811,465$3,794,698 ▲9.5%83,33522.6%ETFVBVanguard Small-Cap ETF$25,524,311$2,558,832 ▲11.1%111,66013.2%ETFBSVVanguard Short-Term Bond ETF$24,017,368$380,667 ▲1.6%313,25612.4%ETFVEUVanguard FTSE All-World ex-US ETF$21,270,846$2,567,934 ▲13.7%362,67411.0%ETFBNDVanguard Total Bond Market ETF$20,108,279$2,716,799 ▲15.6%276,85910.4%ETFVNQVanguard Real Estate ETF$11,366,248$518,448 ▲4.8%131,4325.9%ETFISTBiShares Core 1-5 Year USD Bond ETF$7,703,796$80,553 ▼-1.0%162,3904.0%ManufacturingVEAVanguard FTSE Developed Markets ETF$4,945,101$111,026 ▲2.3%98,5672.6%ETFVTIVanguard Total Stock Market ETF$4,256,962$520 ▲0.0%16,3792.2%ETFSUSLiShares ESG MSCI USA Leaders ETF$3,675,384$45,048 ▼-1.2%39,1621.9%ManufacturingSPLGSPDR Portfolio S&P 500 ETF$3,501,253$164,101 ▲4.9%56,9031.8%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$3,393,326$5,839 ▲0.2%84,2641.8%ETFVSGXVanguard ESG International Stock ETF$3,057,882$30,000 ▲1.0%53,2081.6%ETFIJRiShares Core S&P Small-Cap ETF$2,911,012$78,912 ▲2.8%26,3391.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,812,822$90,300 ▼-3.1%28,7201.5%FinanceEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,317,827$495,114 ▲27.2%49,2531.2%ETFVVVanguard Large-Cap ETF$2,314,094$6,713 ▲0.3%9,6521.2%ETFSUSAiShares MSCI USA ESG Select ETF$1,267,0560.0%11,6060.7%ETFVOVanguard Mid-Cap ETF$1,170,204$169,421 ▲16.9%4,6830.6%ETFVXUSVanguard Total International Stock ETF$858,431$11,216 ▲1.3%14,2360.4%ETFAAPLApple$524,7350.0%3,0600.3%Computer and TechnologySCHASchwab US Small-Cap ETF$504,661$8,617 ▲1.7%10,2490.3%ETFSPYSPDR S&P 500 ETF Trust$468,1480.0%8950.2%FinanceSCHHSchwab U.S. REIT ETF$420,891$609 ▲0.1%20,7340.2%ETFMSFTMicrosoft$419,414$419,414 ▲New Holding9970.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$304,545$243,624 ▲399.9%5,0140.2%ETFESGVVanguard ESG US Stock ETF$300,413$280 ▲0.1%3,2240.2%ETFVGLTVanguard Long-Term Treasury Index ETF$287,492$287,492 ▲New Holding4,8530.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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