Filer Name: BLUESTEM WEALTH PARTNERS, LLC
CIK: 1977465
Period: 2024-12-31
Filed At: 2025-02-05
Number of Holdings: 101
Portfolio Value: $0.76B

Bluestem Wealth Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 245,983 $145M 19.01% - -
VUG US VANGUARD GROWTH ETF 208,822 $86M 11.25% - -
FNDX US SCHWAB FNDMNTL US LRG CO ETF 2,254,263 $53M 7.01% - -
IJH US ISHARES CORE S&P MIDCAP ETF 823,773 $51M 6.74% - -
SCHF US SCHWAB INTL EQUITY ETF 2,721,792 $50M 6.61% - -
RECS US COLUMBIA RESRH ENHANCED CORE 1,196,929 $41M 5.44% - -
BND US VANGUARD TOTAL BOND MARKET 531,701 $38M 5.02% - -
SPEM US SPDR PORTFOLIO EMERGING MARK 991,674 $38M 5.00% - -
GOVT US ISHARES US TREASURY BOND ETF 1,535,845 $35M 4.63% - -
VMBS US VANGUARD MORTGAGE-BACKED SEC 615,462 $28M 3.66% - -
JMUB US JPMORGAN MUNICIPAL ETF 388,265 $19M 2.56% - -
CALF US PACER US SMALL CAP CASH COWS 391,487 $17M 2.26% - -
IGEB US ISHARES INVESTMENT GRADE SYS 297,177 $13M 1.73% - -
SPHY US SPDR PORTFOLIO HIGH YIELD BO 535,618 $13M 1.65% - -
VTV US VANGUARD VALUE ETF 60,464 $10M 1.34% - -
JPLD US JPMORGAN LTD DURATION ETF 162,210 $8M 1.10% - -
AGG US ISHARES CORE U.S. AGGREGATE 71,477 $7M 0.91% - -
XLK US TECHNOLOGY SELECT SECT SPDR 27,422 $6M 0.84% - -
XLC US COMM SERV SELECT SECTOR SPDR 66,315 $6M 0.84% - -
XLP US CONSUMER STAPLES SPDR 80,241 $6M 0.83% - -
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