Bluestem Financial Advisors, LLC
CIK:0001820680
Investment Adviser
$279M AUM
29 holdings
Savoy, IL, USA
Bluestem Financial Advisors, LLC is a fee-only registered investment advisory firm offering comprehensive financial services including financial planning, portfolio management, and tax preparation. They aim to provide personalized advice, tailoring financial plans to each client's goals.
Investment Strategy
Customized investment portfolios and financial planning tailored to clients' specific needs.
Top Buys
B
BNDVANGUARD BD INDEX FDS+$8.3M
I
IVVISHARES TR+$4.8M
V
VBVANGUARD INDEX FDS+$3.1M
V
VEUVANGUARD INTL EQUITY INDEX F+$2.8M
V
VNQVANGUARD INDEX FDS+$1.1M
Top Sells
A
AGGISHARES TR-$599.3K
B
BSVVANGUARD BD INDEX FDS-$114.0K
U
USSGDBX ETF TR-$57.3K
S
SCHHSCHWAB STRATEGIC TR+$49.6K
E
ESGVVANGUARD WORLD FD+$25.2K
Top Holdings
B
BNDVANGUARD BD INDEX FDS+21.5%$54.9M
I
IVVISHARES TR+21.2%$54.1M
V
VBVANGUARD INDEX FDS+12.0%$30.8M
V
VEUVANGUARD INTL EQUITY INDEX F+12.0%$30.6M
V
VNQVANGUARD INDEX FDS+5.6%$14.2M
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 21.50% | $54.9M | 738,811 | $76.19 | $74.37 | +$8.3M |
I IVV | ISHARES TR | 21.18% | $54.1M | 80,842 | $356.22 | $669.30 | +$4.8M |
V VB | VANGUARD INDEX FDS | 12.04% | $30.8M | 121,045 | $180.16 | $254.28 | +$3.1M |
V VEU | VANGUARD INTL EQUITY INDEX F | 11.97% | $30.6M | 428,697 | $55.25 | $71.37 | +$2.8M |
V VNQ | VANGUARD INDEX FDS | 5.57% | $14.2M | 155,579 | $88.39 | $91.42 | +$1.1M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+0.4%
ELECTRONIC COMPUTERS
+0.2%