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 | 80,723 | +403 | +0.50% | $335.28 | 21.22% | 0.01% | 45,357,992 | 2025-03-31 | ||||||
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 589,339 | +11,633 | +2.01% | $76.85 | 20.25% | 0.04% | 43,286,932 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 117,451 | +3,792 | +3.34% | $172.38 | 12.18% | 0.05% | 26,044,848 | 2025-03-31 | ||||||
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 423,139 | +12,696 | +3.09% | $53.88 | 12.01% | 0.06% | 25,667,631 | 2025-03-31 | ||||||
| VNQ | VANGUARD REAL ESTATE INDEX FUND | 146,797 | +2,186 | +1.51% | $88.95 | 6.22% | 0.04% | 13,291,008 | 2025-03-31 | ||||||
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 90,912 | -298 | -0.33% | $81.19 | 3.33% | 0.02% | 7,116,589 | 2025-03-31 | ||||||
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 122,160 | +2,609 | +2.18% | $47.60 | 2.71% | 0.15% | 5,800,134 | 2025-03-31 | ||||||
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | 110,213 | -1,692 | -1.51% | $43.85 | 2.49% | 0.00% | 5,328,781 | 2025-03-31 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 52,572 | +12,620 | +31.59% | $101.41 | 2.43% | 0.00% | 5,200,451 | 2025-03-31 | ||||||
| SUSL | ISHARES ESG MSCI USA LEADERS ETF | 51,973 | +126 | +0.24% | $77.20 | 2.33% | 0.57% | 4,979,530 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 94,493 | -1,955 | -2.03% | $40.45 | 2.25% | 0.00% | 4,803,082 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 15,538 | -32 | -0.21% | $190.22 | 2.00% | 0.00% | 4,270,473 | 2025-03-31 | ||||||
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 63,234 | +1,173 | +1.89% | $53.75 | 1.74% | 0.09% | 3,729,554 | 2025-03-31 | ||||||
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 95,431 | -4,232 | -4.25% | $32.53 | 1.71% | 0.21% | 3,665,502 | 2025-03-31 | ||||||
| SPLG | SPDR(R) PORTFOLIO S&P 500 ETF | 50,397 | +17 | +0.03% | $48.50 | 1.55% | 0.01% | 3,314,074 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 25,554 | +4 | +0.02% | $74.47 | 1.25% | 0.00% | 2,672,202 | 2025-03-31 | ||||||
| VV | VANGUARD LARGE-CAP INDEX FUND | 8,372 | -136 | -1.60% | $142.00 | 1.01% | 0.01% | 2,151,943 | 2025-03-31 | ||||||
| SUSA | ISHARES MSCI USA ESG SELECT ETF | 11,312 | 0 | 0.00% | $64.30 | 0.61% | 0.04% | 1,299,402 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 4,253 | +9 | +0.21% | $180.39 | 0.51% | 0.00% | 1,100,026 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 2,302 | -126 | -5.19% | $416.71 | 0.40% | 0.00% | 864,109 | 2025-03-31 | ||||||
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 13,510 | 0 | 0.00% | $59.88 | 0.39% | 0.00% | 838,975 | 2025-03-31 | ||||||
| AAPL | APPLE | 2,858 | -243 | -7.84% | $67.84 | 0.30% | 0.00% | 634,865 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 904 | 0 | 0.00% | $334.88 | 0.24% | 0.00% | 505,689 | 2025-03-31 | ||||||
| SCHA | SCHWAB US SMALL-CAP ETF | 18,867 | -675 | -3.45% | $20.87 | 0.21% | 0.00% | 442,061 | 2025-03-31 | ||||||
| SCHH | SCHWAB US REIT ETF | 20,536 | +26 | +0.13% | $20.92 | 0.21% | 0.00% | 441,726 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 820 | +820 | Open | $536.27 | 0.20% | 0.00% | 421,357 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 5,014 | 0 | 0.00% | $194.22 | 0.14% | 0.00% | 292,561 | 2025-03-31 | ||||||
| ESGV | VANGUARD ESG US STOCK ETF | 2,842 | +2 | +0.07% | $48.29 | 0.13% | 0.00% | 278,344 | 2025-03-31 | ||||||