BLUESTEM FINANCIAL ADVISORS, LLC Portfolio Holdings
Q3 2025•29 long positions•$255.5M portfolio value
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Holding29 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $54.9M 21.5% | +$7.8M Bought | — 738.8K shares | 633.8K → 738.8K +$7.8M | +16.57% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $54.1M 21.18% | +$925.9K Bought | — 80.8K shares | 79.5K → 80.8K +$925.9K | +1.74% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $30.8M 12.04% | +$1.0M Bought | — 121.0K shares | 117.0K → 121.0K +$1.0M | +3.5% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $30.6M 11.97% | +$1.0M Bought | — 428.7K shares | 414.1K → 428.7K +$1.0M | +3.52% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $14.2M 5.57% | +$769.0K Bought | — 155.6K shares | 147.2K → 155.6K +$769.0K | +5.72% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.7M 2.63% | +$83.0K Bought | — 140.0K shares | 138.3K → 140.0K +$83.0K | +1.25% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $6.5M 2.53% | -$131.6K Sold | — 81.9K shares | 83.6K → 81.9K −$131.6K | -1.99% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.8M 2.25% | -$45.2K Sold | — 49.2K shares | 49.6K → 49.2K −$45.2K | -0.78% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $5.3M 2.09% | -$159.1K Sold | — 89.2K shares | 91.8K → 89.2K −$159.1K | -2.89% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.1M 2.01% | -$30.3K Sold | — 105.4K shares | 106.0K → 105.4K −$30.3K | -0.59% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $5.0M 1.95% | -$14.1K Sold | — 15.2K shares | 15.2K → 15.2K −$14.1K | -0.28% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.5M 1.76% | -$653.2K Sold | — 44.9K shares | 51.5K → 44.9K −$653.2K | -12.66% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.4M 1.72% | +$43.8K Bought | — 97.4K shares | 96.5K → 97.4K +$43.8K | +1.01% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $4.0M 1.56% | -$113.5K Sold | — 57.5K shares | 59.2K → 57.5K −$113.5K | -2.77% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $4.0M 1.55% | +$2.1K Bought | — 50.5K shares | 50.5K → 50.5K +$2.1K | +0.05% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.2M 1.26% | +$1.2K Bought | — 5.3K shares | 5.3K → 5.3K +$1.2K | +0.04% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.0M 1.16% | -$20.2K Sold | — 24.9K shares | 25.1K → 24.9K −$20.2K | -0.68% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $2.6M 1.0% | -$18.2K Sold | — 8.3K shares | 8.4K → 8.3K −$18.2K | -0.7% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.5M 0.975% | -$68.8K Sold | — 33.9K shares | 34.9K → 33.9K −$68.8K | -2.69% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.3M 0.882% | -$9.1K Sold | — 80.7K shares | 81.1K → 80.7K −$9.1K | -0.4% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.4M 0.558% | — | — 10.5K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.1M 0.439% | -$32.6K Sold | — 3.8K shares | 3.9K → 3.8K −$32.6K | -2.82% | — — | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $908.9K 0.356% | -$58.0K Sold | 0.0% 1.8K shares | 1.9K → 1.8K −$58.0K | -6.0% | $3.85T Mega Cap | Q1 2024 Held for 1y 8m | |
Consumer Electronics Technology | $623.1K 0.244% | — | 0.0% 2.4K shares | — | — | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $570.3K 0.223% | -$32.0K Sold | — 856.0 shares | 904.0 → 856.0 −$32.0K | -5.31% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $531.6K 0.208% | +$40.3K Bought | — 24.6K shares | 22.8K → 24.6K +$40.3K | +8.2% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $337.0K 0.132% | +$118.5 Bought | — 2.8K shares | 2.8K → 2.8K +$118.5 | +0.04% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $327.2K 0.128% | — | — 5.0K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $262.9K 0.103% | -$82.4K Sold | — 4.3K shares | 5.6K → 4.3K −$82.4K | -23.86% | — — | Q2 2025 Held for 5 months |
