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Home > Institutional Investor > Bluestem Financial Advisors, Llc > Profile

Instuitional Investor - Bluestem Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Bluestem Financial Advisors, Llc
Portfolio Value $171,969,583
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 76,117 $36,355,558 21.14%
2.
Vanguard Bond Index Funds
 BND 308,291 $23,744,580 13.8%
3.
Vanguard Index Fds
 100,466 $21,432,409 12.46%
4.
Vanguard Intl Equity Index Funds
 VWO 318,890 $17,902,472 10.41%
5.
Vanguard Bond Index Funds
 BND 239,453 $17,611,784 10.24%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)