StockDriftsStockDriftsTop 33 Bluestem Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 20.66% | 81.9K | $53.5M | +2.56%(+2.04K) | $338.91(+120.04%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 20.64% | 726.0K | $53.5M | -2.58%(-19.21K) | $76.32(-4.11%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 12.65% | 436.0K | $32.7M | +1.50%(+6.44K) | $52.73(+57.34%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 12.5% | 123.6K | $32.4M | +2.05%(+2.48K) | $166.98(+71.08%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 5.37% | 156.8K | $13.9M | +0.69%(+1.08K) | $83.28(+15.14%) | 2026-03-31 | |
| EAGG | ISHARES TR | 2.55% | 138.8K | $6.6M | -0.20%(-279) | $47.56(-0.63%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 2.5% | 82.7K | $6.5M | +1.22%(+994) | $81.73(-4.56%) | 2026-03-31 | |
| SUSL | ISHARES TR | 2.16% | 49.3K | $5.6M | +0.28%(+138) | $75.39(+74.59%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.15% | 86.8K | $5.6M | -2.19%(-1.95K) | $40.87(+72.81%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.02% | 16.3K | $5.2M | +4.13%(+647) | $200.84(+81.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.94% | +29.29% |
| Top 20 Holdings Unweighted | +10.05% | +33.28% |
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