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Home > Institutional Investor > Bluestem Wealth Partners, Llc > Profile

Instuitional Investor - Bluestem Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Bluestem Wealth Partners, Llc
Portfolio Value $813,944,450
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 239,132 $148,477,278 18.24%
2.
Schwab Strategic Trust
 FNDF 3,490,978 $85,668,593 10.53%
3.
Vanguard Growth Etf - ETF
 167,739 $73,536,596 9.03%
4.
Schwab Strategic Trust
 FNDF 3,308,478 $73,117,356 8.98%
5.
Spdr Portfolio Emerging Markets Etf - ETF
 984,214 $42,065,304 5.17%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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