StockDriftsStockDriftsTop 50 BlueStem Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 8.94% | 2.76M | $80.4M | -2.22%(-62.60K) | $32.26(+5.75%) | 2026-03-31 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 7.54% | 1.17M | $67.9M | -0.63%(-7.39K) | $60.01(+11.87%) | 2026-03-31 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 6.67% | 2.43M | $60.1M | -29.31%(-1.01M) | $20.24(+35.74%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 5.99% | 797.6K | $53.9M | +53.40%(+277.65K) | $63.61(+19.62%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 5.25% | 72.3K | $47.2M | -3.43%(-2.57K) | $583.16(+28.34%) | 2026-03-31 | |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | 4.14% | 731.2K | $37.3M | +35.93%(+193.27K) | $51.03(-1.08%) | 2026-03-31 | |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | 3.74% | 862.3K | $33.6M | -35.98%(-484.68K) | $37.21(+16.87%) | 2026-03-31 | |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 3.68% | 1.45M | $33.2M | +20.56%(+246.85K) | $23.15(-1.98%) | 2026-03-31 | |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 3.34% | 640.2K | $30.0M | -35.00%(-344.67K) | $40.55(+26.05%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 3.15% | 64.8K | $28.3M | +3.06%(+1.93K) | $69.75(+22.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.04% | +26.11% |
| Top 20 Holdings Unweighted | +5.27% | +16.64% |
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