Fund HoldingsBlueStem Wealth Partners, LLC

Total Portfolio Value
$733.34M
Total Bought
$130.93M
Total Sold
$157.30M
Net Transaction
-$26.37M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
HARBOR SCIENTIFIC ALPHA HIGH-YIELD ETF
ARES SYSTEMATIC
0466,081+466,081020,8112.84%+20,811
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
US MULTI-SECTOR
0705,150+705,150019,2512.63%+19,251
ISHARES CONVERTIBLE BOND ETF
CONV BD ETF
32,691198,516+165,8252,77816,5982.26%+13,820
TCW FLEXIBLE INCOME ETF
FLEXIBLE INCOME
0316,303+316,303012,3901.69%+12,390
COLUMBIA RESEARCH ENHANCED CORE ETF
RESH ENHNC COR
1,196,9291,579,857+382,92841,43852,4677.15%+11,029
FRANKLIN DYNAMIC MUNICIPAL BOND ETF
FRANKLIN DYN MUN
0419,617+419,617010,2551.40%+10,255
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
615,462820,982+205,52027,90538,0205.18%+10,115
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
0129,907+129,90706,4710.88%+6,471
UTILITIES SELECT SECTOR SPDR FUND
ST STR UTIL ETF
081,561+81,56106,4310.88%+6,431
PRINCIPAL ACTIVE HIGH YIELD ETF
ACTIVE HIGH YL
0209,376+209,37603,9890.54%+3,989
VANGUARD VALUE ETF60,46480,480+20,01610,23713,9021.90%+3,666
ISHARES MSCI FRANCE ETF071,332+71,33202,8390.39%+2,839
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
1,535,8451,657,285+121,44035,29438,0935.19%+2,799
VANGUARD GROWTH ETF208,822238,000+29,17885,70988,25512.03%+2,546
PGIM ULTRA SHORT BOND ETF
PGIM ULTRA SH BD
61,36075,095+13,7353,0403,7340.51%+694
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
NASDAQ EQT PREM
07,166+7,16603710.05%+371
PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF
METAURUS CAP 400
8,88218,286+9,4043416680.09%+327
PGIM S&P 500 BUFFER 20 ETF - DECEMBER
S&P 500 BUFFER
09,395+9,39502440.03%+244
ISHARES INTERNATIONAL SELECT DIVIDEND ETF07,526+7,52602330.03%+233
ISHARES HIGH YIELD SYSTEMATIC BOND ETF
HIGH YLD SYSTM B
04,438+4,43802090.03%+209
SCHWAB US DIVIDEND EQUITY ETF67,77473,068+5,2941,8522,0430.28%+191
ISHARES MSCI CANADA ETF68,90772,523+3,6162,7772,9550.40%+178
BOSTON SCIENTIFIC CORP COM(BSX)16,64416,288-3561,4871,6430.22%+156
ISHARES ESG AWARE US AGGREGATE BOND ETF
ESG AWR US AGRGT
7,36410,264+2,9003424870.07%+145
ISHARES MSCI ITALY ETF
MSCI ITALY ETF
79,49570,687-8,8082,8592,9910.41%+132
NVIDIA CORPORATION COM(NVDA)11,23715,009+3,7721,5091,6270.22%+118
ISHARES MSCI GERMANY ETF88,59179,052-9,5392,8192,9310.40%+112
3M CO COM(MMM)4,9044,862-426337140.10%+81
NUVEEN ESG LARGE-CAP VALUE ETF
NUVEEN ESG LRGVL
17,86119,042+1,1817037710.11%+68
GE AEROSPACE COM NEW(GE)1,7151,732+172863470.05%+61
UNITEDHEALTH GROUP INC COM(UNH)3,5633,528-351,8021,8480.25%+45
LENNAR CORP CL A(LEN)2,2503,047+7973073500.05%+43
MEDTRONIC PLC SHS(MDT)4,2734,228-453413800.05%+39
CHENIERE ENERGY INC COM NEW(LNG)1,6881,689+13633910.05%+28
WELLS FARGO CO NEW COM(WFC)8,4738,523+505956120.08%+17
JPMORGAN CHASE & CO. COM(JPM)1,4371,468+313443600.05%+16
AUTOMATIC DATA PROCESSING INC COM840847+72462590.04%+13
ISHARES ESG AWARE MSCI EAFE ETF
ESG AW MSCI EAFE
7,8597,456-4035986090.08%+11
VANGUARD FTSE DEVELOPED MARKETS ETF6,1185,754-3642932920.04%-0
ENVOY MEDICAL INC CL A010,454+10,4540140.00%+14
GRACO INC COM(GGG)3,1013,104+32612590.04%-2
BLUE OWL CAPITAL CORPORATION COM(OBDC)31,95732,741+7844834800.07%-3
LIBERTY MEDIA CORP DEL COM LBTY ONE S C(FWONA)2,5532,55302372300.03%-7
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
921847-742342240.03%-9
HOME DEPOT INC COM(HD)596607+112322220.03%-9
VANGUARD REAL ESTATE ETF2,4612,291-1702192070.03%-12
NUVEEN ESG LARGE-CAP GROWTH ETF
NUVEEN ESG LRGCP
10,24911,081+8328808670.12%-12
MORGAN STANLEY COM NEW(MS)2,3472,414+672952820.04%-13
FIRST HAWAIIAN INC COM(FHB)9,6469,653+72502360.03%-14
SPDR S&P 500 ETF TRUST(SPY)590592+23463310.05%-15
GENERAL MLS INC COM(GIS)3,6133,586-272302140.03%-16
HONEYWELL INTL INC COM(HON)989978-112232070.03%-16
GROUP 1 AUTOMOTIVE INC COM(GPI)61761702602360.03%-24
FAIR ISAAC CORP COM(FICO)182183+13623370.05%-25
XCEL ENERGY INC COM(XEL)3,9173,382-5352642390.03%-25
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF13,90813,599-3091,0661,0400.14%-25
ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF38,50337,469-1,0341,4361,4100.19%-26
PRUDENTIAL FINL INC COM(PFH)3,5973,575-224263990.05%-27
WORKDAY INC CL A(WDAY)1,2011,205+43102810.04%-28
INTUITIVE SURGICAL INC COM NEW1,0161,010-65305000.07%-30
VANGUARD TOTAL STOCK MARKET ETF2,4792,484+57196830.09%-36
ANALOG DEVICES INC COM(ADI)1,5721,478-943342980.04%-36
HAWKINS INC COM(HWKN)2,3602,364+42892500.03%-39
ALPHABET INC CAP STK CL C(GOOG)1,3041,311+72482050.03%-44
INVESCO QQQ TRUST SERIES I922907-154714250.06%-46
FIRST TRUST CLOUD COMPUTING ETF
CLOUD COMPUTING
2,6392,614-253142670.04%-47
SALESFORCE INC COM(CRM)879886+72942380.03%-56
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF13,31313,568+2551,7121,6550.23%-57
ISHARES NATIONAL MUNI BOND ETF5,0924,596-4965434850.07%-58
ISHARES ESG AWARE MSCI EM ETF
ESG AWR MSCI EM
12,91210,194-2,7184313560.05%-75
KKR & CO INC COM(KKR)2,9513,102+1514363590.05%-78
CATERPILLAR INC COM(CAT)1,2761,152-1244633800.05%-83
MICROSOFT CORP COM(MSFT)1,7961,777-197576670.09%-90
SCHWAB U.S. BROAD MARKET ETF46,14444,248-1,8961,0479530.13%-95
VANGUARD DIVIDEND APPRECIATION ETF4,8174,327-4909438390.11%-104
ISHARES CORE 40/60 MODERATE ALLOCATION ETF35,02931,536-3,4931,5221,3840.19%-138
JPMORGAN MUNICIPAL ETF
MUNICIPAL ETF
388,265386,515-1,75019,47119,3262.64%-146
ISHARES CORE 60/40 BALANCED ALLOCATION ETF76,86573,894-2,9714,4064,2540.58%-152
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
ST STR SVC ETF
66,31564,973-1,3426,4206,2670.85%-153
TARGET CORP COM(TGT)4,9754,956-196735170.07%-155
PGIM AAA CLO ETF
AAA CLO ETF
7,3834,175-3,2083782140.03%-164
ISHARES CORE S&P SMALL CAP ETF5,2024,057-1,1455994240.06%-175
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
3230-3232010-201
ALPHABET INC CAP STK CL A(GOOG)5,0414,856-1859547510.10%-203
UNITED RENTALS INC COM(URI)2900-2902050-205
AMAZON COM INC COM(AMZN)7,2207,240+201,5841,3770.19%-207
AMERICAN EXPRESS CO COM(AXP)7090-7092100-210
WP CAREY INC COM(WPC)4,3440-4,3442370-237
NUVEEN ESG SMALL-CAP ETF
NUVEEN ESG SMLCP
5,9600-5,9602500-250
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
27,42229,657+2,2356,3766,1240.84%-252
AMERIPRISE FINL INC COM(AMP)5,7665,780+143,0702,7980.38%-272
ORACLE CORP COM(ORCL)1,7500-1,7502920-292
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
7,3365,013-2,3237584650.06%-293
ISHARES ESG AWARE MSCI USA ETF
ESG AWR MSCI USA
14,35312,550-1,8031,8491,5300.21%-319
APPLE INC COM(AAPL)17,91218,377+4654,4864,0820.56%-404
AVANTIS U.S. SMALL CAP VALUE ETF47,25444,489-2,7654,5613,8780.53%-683
TESLA INC COM(TSLA)4,6514,571-801,8781,1850.16%-694
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
INVT GRAD SY ETF
297,177275,079-22,09813,18312,3811.69%-801
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF42,9023,239-39,6632,7092080.03%-2,501
ISHARES MSCI UNITED KINGDOM ETF
MSCI UK ETF NEW
83,0150-83,0152,8140-2,814
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