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Name: |
BLUESTEM FINANCIAL ADVISORS LLC |
City: |
CHAMPAIGN |
State: |
IL |
Zip: |
61820 |
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Holdings
Found :
20 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
IVV |
iShares Core S&P 500 Etf |
1 |
- |
$538.33 |
$43,811,000 |
83,335 |
22.64% |
7,455,000 |
7,218 |
0.001 |
Closed - End Fund - E... |
|
VB |
Vanguard Small Cap VIPERS |
2 |
- |
$218.58 |
$25,524,000 |
111,660 |
13.19% |
4,092,000 |
11,194 |
0.06 |
Closed - End Fund - E... |
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BSV |
Vanguard Short-Term Bond |
3 |
- |
$76.29 |
$24,017,000 |
313,256 |
12.41% |
272,000 |
4,965 |
0.06 |
Closed - End Fund - E... |
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VEU |
Vanguard FTSE All-World ETF |
4 |
- |
$57.31 |
$21,271,000 |
362,674 |
10.99% |
3,369,000 |
43,784 |
0.073 |
Closed - End Fund - F... |
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BND |
Vanguard Total Bond Market ETF |
5 |
- |
$71.61 |
$20,108,000 |
276,859 |
10.39% |
2,496,000 |
37,406 |
0.031 |
Closed - End Fund - E... |
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VNQ |
Vanguard REIT Index VIPERs |
6 |
- |
$83.24 |
$11,366,000 |
131,432 |
5.87% |
282,000 |
5,995 |
0.037 |
Closed - End Fund - E... |
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VEA |
Vanguard Europe Pacific ETF |
8 |
- |
$49.56 |
$4,945,000 |
98,567 |
2.56% |
330,000 |
2,213 |
0.004 |
Closed - End Fund - F... |
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VTI |
Vanguard Total Stock Market... |
9 |
- |
$263.83 |
$4,257,000 |
16,379 |
2.2% |
372,000 |
2 |
0.002 |
Closed - End Fund - E... |
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ELR |
streetTRACKS Series Trust -... |
11 |
- |
$63.00 |
$3,501,000 |
56,903 |
1.81% |
469,000 |
2,667 |
0.006 |
Closed - End Fund - E... |
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ESML |
iShares MSCI USA Sml-Cp ESG... |
12 |
- |
$0.00 |
$3,393,000 |
84,264 |
1.75% |
196,000 |
145 |
0.094 |
N/A |
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VSGX |
Vanguard Esg International ... |
13 |
- |
$0.00 |
$3,058,000 |
53,208 |
1.58% |
145,000 |
522 |
0.2 |
N/A |
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IJR |
iShares Core S&P Small-Cap |
14 |
- |
$106.45 |
$2,911,000 |
26,339 |
1.5% |
137,000 |
714 |
0.004 |
Closed - End Fund - E... |
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EAGG |
Ishares Esg Us Aggregate Bo... |
16 |
- |
$46.34 |
$2,318,000 |
49,253 |
1.2% |
469,000 |
10,521 |
0.022 |
N/A |
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VV |
Vanguard Large Cap VIPERS |
17 |
- |
$245.64 |
$2,314,000 |
9,652 |
1.2% |
215,000 |
28 |
0.008 |
Closed - End Fund - E... |
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VO |
Vanguard Mid Cap VIPERS |
19 |
- |
$243.17 |
$1,170,000 |
4,683 |
0.6% |
238,000 |
678 |
0.002 |
Closed - End Fund - E... |
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VXUS |
Vanguard Total Internationa... |
20 |
- |
$61.34 |
$858,000 |
14,236 |
0.44% |
44,000 |
186 |
0.002 |
Closed - End Fund - E... |
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SCHA |
Schwab Strategic Trust |
22 |
- |
$47.33 |
$505,000 |
10,249 |
0.26% |
29,000 |
175 |
0.001 |
Closed - End Fund - Debt |
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SCHH |
Schwab Us Reit |
24 |
- |
$19.74 |
$421,000 |
20,734 |
0.22% |
-8,000 |
30 |
0.002 |
N/A |
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IJH |
iShares S&P MidCap 400 Index |
26 |
- |
$58.53 |
$305,000 |
5,014 |
0.16% |
27,000 |
4,011 |
0.002 |
Closed - End Fund - E... |
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ESGV |
Vanguard Esg Us Stock Etf |
27 |
- |
$0.00 |
$300,000 |
3,224 |
0.16% |
26,000 |
3 |
0.009 |
N/A |
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