BlueStem Wealth Partners, LLC Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$761.7B
Holdings
101
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (101 positions)
| Stock | Value |
|---|---|
IVVISHARES CORE S&P 500 ETF | $144.8B |
VUGVANGUARD GROWTH ETF | $85.7B |
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $53.4B |
IJHISHARES CORE S&P MID-CAP ETF | $51.3B |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $50.4B |
RECSCOLUMBIA RESEARCH ENHANCED CORE ETF | $41.4B |
BNDVANGUARD TOTAL BOND MARKET ETF | $38.2B |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $38.1B |
AQLTISHARES U.S. TREASURY BOND ETF | $35.3B |
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF | $27.9B |
JMUBJPMORGAN MUNICIPAL ETF | $19.5B |
CALFPACER US SMALL CAP CASH COWS 100 ETF | $17.2B |
IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $13.2B |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $12.6B |
VTVVANGUARD VALUE ETF | $10.2B |
JPLDJPMORGAN LIMITED DURATION BOND ETF | $8.4B |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $6.9B |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $6.4B |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $6.4B |
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND | $6.3B |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $6.2B |
AVUVAVANTIS U.S. SMALL CAP VALUE ETF | $4.6B |
AAPLAPPLE INC COM | $4.5B |
MUSTCOLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF | $4.4B |
AORISHARES CORE GROWTH ALLOCATION ETF | $4.4B |
A4SAMERIPRISE FINL INC COM | $3.1B |
PULSPGIM ULTRA SHORT BOND ETF | $3.0B |
EWIISHARES MSCI ITALY ETF | $2.9B |
EWGISHARES MSCI GERMANY ETF | $2.8B |
EWUISHARES MSCI UNITED KINGDOM ETF | $2.8B |
ICVTISHARES CONVERTIBLE BOND ETF | $2.8B |
EWCISHARES MSCI CANADA ETF | $2.8B |
VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $2.7B |
TSLATESLA INC COM | $1.9B |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $1.9B |
ESGUISHARES ESG AWARE MSCI USA ETF | $1.8B |
UNHUNITEDHEALTH GROUP INC COM | $1.8B |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1.7B |
AMZNAMAZON COM INC COM | $1.6B |
AOMISHARES CORE MODERATE ALLOCATION ETF | $1.5B |
NVDANVIDIA CORPORATION COM | $1.5B |
BSXBOSTON SCIENTIFIC CORP COM | $1.5B |
AOKISHARES CORE CONSERVATIVE ALLOCATION ETF | $1.4B |
AOAISHARES CORE AGGRESSIVE ALLOCATION ETF | $1.1B |
SCHBSCHWAB U.S. BROAD MARKET ETF | $1.0B |
GOOGLALPHABET INC CAP STK CL A | $954.3M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $943.3M |
NULGNUVEEN ESG LARGE-CAP GROWTH ETF | $879.8M |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $757.9M |
MSFTMICROSOFT CORP COM | $756.8M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $718.6M |
NULVNUVEEN ESG LARGE-CAP VALUE ETF | $703.2M |
DYHTARGET CORP COM | $672.6M |
MMM3M CO COM | $633.0M |
IJRISHARES CORE S&P SMALL CAP ETF | $599.4M |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $598.4M |
WFCWELLS FARGO CO NEW COM | $595.1M |
MUBISHARES NATIONAL MUNI BOND ETF | $542.5M |
ISRGINTUITIVE SURGICAL INC COM NEW | $530.3M |
OBDCBLUE OWL CAPITAL CORPORATION COM | $483.2M |
NDQINVESCO QQQ TRUST SERIES I | $471.2M |
CATCATERPILLAR INC COM | $463.0M |
KKRKKR & CO INC COM | $436.4M |
ESGEISHARES ESG AWARE MSCI EM ETF | $431.1M |
PRUPRUDENTIAL FINL INC COM | $426.4M |
PAAAPGIM AAA CLO ETF | $378.0M |
LNGCHENIERE ENERGY INC COM NEW | $362.8M |
FICOFAIR ISAAC CORP COM | $362.3M |
SPYSPDR S&P 500 ETF TRUST | $345.7M |
JPMJPMORGAN CHASE & CO. COM | $344.3M |
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | $342.0M |
MDTMEDTRONIC PLC SHS | $341.3M |
QDPLPACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $341.0M |
ADIANALOG DEVICES INC COM | $334.1M |
SKYYFIRST TRUST CLOUD COMPUTING ETF | $314.4M |
WDAYWORKDAY INC CL A | $309.9M |
LENLENNAR CORP CL A | $306.8M |
DWDMORGAN STANLEY COM NEW | $295.0M |
CRMSALESFORCE INC COM | $293.7M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $292.6M |
ORCLORACLE CORP COM | $291.7M |
HWKNHAWKINS INC COM | $289.4M |
GEGE AEROSPACE COM NEW | $286.0M |
XELXCEL ENERGY INC COM | $264.4M |
GGGGRACO INC COM | $261.3M |
GPIGROUP 1 AUTOMOTIVE INC COM | $259.9M |
FHBFIRST HAWAIIAN INC COM | $250.3M |
NUSCNUVEEN ESG SMALL-CAP ETF | $249.6M |
GOOGALPHABET INC CAP STK CL C | $248.3M |
ADPAUTOMATIC DATA PROCESSING INC COM | $245.8M |
WPCWP CAREY INC COM | $236.7M |
FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C | $236.6M |
VHTVANGUARD HEALTH CARE ETF | $233.6M |
HDHOME DEPOT INC COM | $231.7M |
GISGENERAL MLS INC COM | $230.4M |
HONHONEYWELL INTL INC COM | $223.5M |
VNQVANGUARD REAL ESTATE ETF | $219.2M |
AXPAMERICAN EXPRESS CO COM | $210.3M |
URIUNITED RENTALS INC COM | $204.6M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $201.0M |
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