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Home > Institutional Investor > Bluestem Financial Advisors, Llc > Profile

Instuitional Investor - Bluestem Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Bluestem Financial Advisors, Llc
Portfolio Value $233,277,869
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 79,459 $49,336,062 21.15%
2.
Vanguard Bond Index Funds
 BND 633,811 $46,667,521 20.01%
3.
Vanguard Intl Equity Index Funds
 VWO 414,126 $27,837,569 11.93%
4.
Vanguard Index Fds - SMALL CP ETF
 116,954 $27,715,744 11.88%
5.
Vanguard Index Fds - REAL ESTATE ETF
 147,167 $13,106,691 5.62%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)