BLUESTEM FINANCIAL ADVISORS LLC
Stock Holdings
Option Holdings
Activity
Charts
All
Open
Closed
Added
Reduced
Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Powered by unusualwhales.com | |||||||||||||||
| IVV | ISHARES CORE S&P 500 ETF | 79,459 | -1,264 | -1.57% | $334.92 | 21.15% | 0.01% | 49,336,062 | 2025-06-30 | ||||||
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 633,811 | +44,472 | +7.55% | $76.56 | 20.01% | 0.04% | 46,667,521 | 2025-06-30 | ||||||
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 414,126 | -9,013 | -2.13% | $53.64 | 11.93% | 0.06% | 27,837,569 | 2025-06-30 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 116,954 | -497 | -0.42% | $171.98 | 11.88% | 0.05% | 27,715,744 | 2025-06-30 | ||||||
| VNQ | VANGUARD REAL ESTATE INDEX FUND | 147,167 | +370 | +0.25% | $88.95 | 5.62% | 0.04% | 13,106,691 | 2025-06-30 | ||||||
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 83,612 | -7,300 | -8.03% | $81.19 | 2.82% | 0.02% | 6,580,274 | 2025-06-30 | ||||||
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 138,303 | +16,143 | +13.21% | $47.53 | 2.82% | 0.16% | 6,574,942 | 2025-06-30 | ||||||
| SUSL | ISHARES ESG MSCI USA LEADERS ETF | 49,563 | -2,410 | -4.64% | $76.64 | 2.30% | 0.57% | 5,370,121 | 2025-06-30 | ||||||
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 91,811 | -2,682 | -2.84% | $40.02 | 2.24% | 0.00% | 5,234,118 | 2025-06-30 | ||||||
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | 105,976 | -4,237 | -3.84% | $46.68 | 2.21% | 0.12% | 5,155,744 | 2025-06-30 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 51,464 | -1,108 | -2.11% | $101.66 | 2.19% | 0.00% | 5,105,266 | 2025-06-30 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 15,242 | -296 | -1.91% | $188.90 | 1.99% | 0.00% | 4,632,511 | 2025-06-30 | ||||||
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 96,462 | +1,031 | +1.08% | $32.59 | 1.71% | 0.22% | 3,986,773 | 2025-06-30 | ||||||
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 59,155 | -4,079 | -6.45% | $0.00 | 1.66% | 0.09% | 3,874,662 | 2025-06-30 | ||||||
| SPLG | SPDR(R) PORTFOLIO S&P 500 ETF | 50,518 | +121 | +0.24% | $48.54 | 1.57% | 0.01% | 3,672,185 | 2025-06-30 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 5,265 | +4,445 | +542.07% | $516.18 | 1.28% | 0.00% | 2,990,623 | 2025-06-30 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 25,107 | -447 | -1.75% | $74.50 | 1.18% | 0.00% | 2,743,932 | 2025-06-30 | ||||||
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 34,851 | +21,341 | +157.96% | $62.34 | 1.03% | 0.00% | 2,407,861 | 2025-06-30 | ||||||
| VV | VANGUARD LARGE-CAP INDEX FUND | 8,372 | 0 | 0.00% | $142.00 | 1.02% | 0.01% | 2,388,629 | 2025-06-30 | ||||||
| SCHA | SCHWAB US SMALL-CAP ETF | 81,074 | +62,207 | +329.71% | $22.64 | 0.88% | 0.00% | 2,051,170 | 2025-06-30 | ||||||
| SUSA | ISHARES MSCI USA ESG SELECT ETF | 10,507 | -805 | -7.12% | $64.30 | 0.57% | 0.04% | 1,331,770 | 2025-06-30 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 3,930 | -323 | -7.59% | $180.32 | 0.47% | 0.00% | 1,099,624 | 2025-06-30 | ||||||
| MSFT | MICROSOFT | 1,867 | -435 | -18.90% | $416.47 | 0.40% | 0.00% | 928,613 | 2025-06-30 | ||||||
| SPY | SPDR S&P 500 ETF | 904 | 0 | 0.00% | $334.88 | 0.24% | 0.00% | 558,536 | 2025-06-30 | ||||||
| AAPL | APPLE | 2,447 | -411 | -14.38% | $67.83 | 0.22% | 0.00% | 502,075 | 2025-06-30 | ||||||
| SCHH | SCHWAB US REIT ETF | 22,779 | +2,243 | +10.92% | $20.91 | 0.21% | 0.00% | 482,002 | 2025-06-30 | ||||||
| USSG | XTRACKERS MSCI USA ESG LEADERS EQUITY ETF | 5,628 | +5,628 | Open | $49.32 | 0.14% | 0.00% | 320,121 | 2025-06-30 | ||||||
| ESGV | VANGUARD ESG US STOCK ETF | 2,844 | +2 | +0.07% | $48.33 | 0.13% | 0.00% | 311,767 | 2025-06-30 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 5,014 | 0 | 0.00% | $194.22 | 0.13% | 0.00% | 310,963 | 2025-06-30 | ||||||