Fund HoldingsBlueStem Wealth Partners, LLC

Total Portfolio Value
$813.94M
Total Bought
$185.09M
Total Sold
$105.71M
Net Transaction
+$79.38M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF03,490,978+3,490,978085,66910.53%+85,669
SCHWAB INTERNATIONAL EQUITY ETF03,308,478+3,308,478073,1178.98%+73,117
ISHARES CORE S&P 500 ETF0239,132+239,1320148,47718.24%+148,477
SPDR PORTFOLIO EMERGING MARKETS ETF
ST PORT MARK ETF
0984,214+984,214042,0655.17%+42,065
ISHARES HIGH YIELD SYSTEMATIC BOND ETF
HIGH YLD SYSTM B
4,438230,328+225,89020910,9351.34%+10,726
ISHARES CORE S&P MID-CAP ETF0547,970+547,970033,9854.18%+33,985
INDUSTRIAL SELECT SECTOR SPDR FUND
ST STR INDL ETF
047,542+47,54207,0130.86%+7,013
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
ST STR DISCR ETF
031,515+31,51506,8490.84%+6,849
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
CORE INTL AGGR
093,723+93,72304,7880.59%+4,788
VANGUARD VALUE ETF80,48099,699+19,21913,90217,6212.16%+3,719
PACER US SMALL CAP CASH COWS ETF
US SM CAP CA ETF
0274,184+274,184010,9171.34%+10,917
ISHARES MSCI JAPAN ETF
MSCI JAPAN ETF
040,709+40,70903,0520.37%+3,052
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
US MULTI-SECTOR
705,150747,841+42,69119,25120,6552.54%+1,405
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
ST STR SVC ETF
64,97367,667+2,6946,2677,3440.90%+1,077
NEOS S&P 500 HIGH INCOME ETF
NEOS S&P 500 HI
021,358+21,35801,0750.13%+1,075
NEOS NASDAQ 100 HIGH INCOME ETF
NASDAQ 100 HIGH
019,023+19,02309890.12%+989
TCW FLEXIBLE INCOME ETF
FLEXIBLE INCOME
316,303337,141+20,83812,39013,3001.63%+911
NVIDIA CORPORATION COM(NVDA)15,00915,211+2021,6272,4030.30%+776
AVANTIS U.S. SMALL CAP VALUE ETF44,48950,034+5,5453,8784,5580.56%+680
PGIM ULTRA SHORT BOND ETF
PGIM ULTRA SH BD
75,09588,489+13,3943,7344,4030.54%+669
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
129,907135,342+5,4356,4717,0880.87%+617
MICROSOFT CORP COM(MSFT)1,7772,290+5136671,1390.14%+472
PRINCIPAL ACTIVE HIGH YIELD ETF
ACTIVE HIGH YL
209,376229,537+20,1613,9894,4460.55%+458
PACER US CASH COWS 100 ETF
US CASH COWS 100
07,703+7,70304240.05%+424
WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND(WT)08,697+8,69703940.05%+394
ISHARES ESG AWARE MSCI USA ETF
ESG AWR MSCI USA
12,55014,080+1,5301,5301,9050.23%+375
SCHWAB US DIVIDEND EQUITY ETF73,06890,242+17,1742,0432,3910.29%+348
TESLA INC COM(TSLA)4,5714,781+2101,1851,5190.19%+334
ISHARES INTERNATIONAL SELECT DIVIDEND ETF7,52616,175+8,6492335580.07%+325
BOSTON SCIENTIFIC CORP COM(BSX)16,28817,992+1,7041,6431,9330.24%+289
AMERIPRISE FINL INC COM(AMP)5,7805,762-182,7983,0750.38%+277
BROADCOM INC COM(AVGO)0997+99702750.03%+275
ORACLE CORP COM(ORCL)01,151+1,15102520.03%+252
BANK AMERICA CORP COM05,247+5,24702480.03%+248
HUNTINGTON BANCSHARES INC COM(HBAN)014,738+14,73802470.03%+247
AMERICAN EXPRESS CO COM(AXP)0758+75802420.03%+242
EXXON MOBIL CORP COM02,204+2,20402380.03%+238
META PLATFORMS INC CL A(META)0316+31602330.03%+233
GE VERNOVA INC COM(GEV)0441+44102330.03%+233
COSTCO WHSL CORP NEW COM(COST)0235+23502330.03%+233
WALMART INC COM(WMT)02,362+2,36202310.03%+231
NUVEEN ESG SMALL-CAP ETF
NUVEEN ESG SMLCP
05,640+5,64002300.03%+230
ABBOTT LABS COM01,605+1,60502180.03%+218
NUVEEN ESG LARGE-CAP GROWTH ETF
NUVEEN ESG LRGCP
11,08111,544+4638671,0850.13%+217
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
0324+32402150.03%+215
UNITED RENTALS INC COM(URI)0277+27702080.03%+208
TJX COS INC NEW COM(TJX)01,632+1,63202020.02%+202
JOHNSON & JOHNSON COM(JNJ)01,319+1,31902010.02%+201
AMAZON COM INC COM(AMZN)7,2407,197-431,3771,5790.19%+201
NUVEEN ESG LARGE-CAP VALUE ETF
NUVEEN ESG LRGVL
19,04223,056+4,0147719660.12%+195
ISHARES MSCI FRANCE ETF71,33270,846-4862,8393,0320.37%+193
ALPHABET INC CAP STK CL A(GOOG)4,8565,241+3857519240.11%+173
ISHARES MSCI CANADA ETF72,52367,630-4,8932,9553,1250.38%+169
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF13,56813,226-3421,6551,7860.22%+131
ISHARES MSCI ITALY ETF
MSCI ITALY ETF
70,68764,669-6,0182,9913,1130.38%+122
ISHARES NATIONAL MUNI BOND ETF4,5965,791+1,1954856050.07%+120
GE AEROSPACE COM NEW(GE)1,7321,808+763474650.06%+119
INVESCO QQQ TRUST SERIES I907966+594255330.07%+108
ISHARES ESG AWARE MSCI EM ETF
ESG AWR MSCI EM
10,19411,769+1,5753564610.06%+105
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF13,59913,59901,0401,1340.14%+94
JPMORGAN CHASE & CO. COM(JPM)1,4681,543+753604470.05%+87
HAWKINS INC COM(HWKN)2,3642,36402503360.04%+86
WELLS FARGO CO NEW COM(WFC)8,5238,681+1586126960.09%+84
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
5,0134,989-244655450.07%+80
VANGUARD TOTAL STOCK MARKET ETF2,4842,48406837550.09%+72
ISHARES ESG AWARE MSCI EAFE ETF
ESG AW MSCI EAFE
7,4567,595+1396096780.08%+69
CATERPILLAR INC COM(CAT)1,1521,142-103804430.05%+63
INTUITIVE SURGICAL INC COM NEW1,0101,015+55005520.07%+51
SPDR S&P 500 ETF TRUST(SPY)592616+243313810.05%+50
ALPHABET INC CAP STK CL C(GOOG)1,3111,332+212052360.03%+32
HONEYWELL INTL INC COM(HON)9781,013+352072360.03%+29
FIRST TRUST CLOUD COMPUTING ETF
CLOUD COMPUTING
2,6142,423-1912672950.04%+28
LIBERTY MEDIA CORP DEL COM LBTY ONE S C(FWONA)2,5532,415-1382302520.03%+23
ANALOG DEVICES INC COM(ADI)1,4781,336-1422983180.04%+20
KKR & CO INC COM(KKR)3,1022,843-2593593780.05%+20
SCHWAB U.S. BROAD MARKET ETF44,24840,782-3,4669539720.12%+19
ISHARES CORE S&P SMALL CAP ETF4,0574,046-114244420.05%+18
VANGUARD FTSE DEVELOPED MARKETS ETF5,7545,377-3772923070.04%+14
PGIM S&P 500 BUFFER 20 ETF - DECEMBER
S&P 500 BUFFER
9,3959,39502442580.03%+13
HOME DEPOT INC COM(HD)607639+322222340.03%+12
ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF37,46936,393-1,0761,4101,4220.17%+12
GRACO INC COM(GGG)3,1043,109+52592670.03%+8
AUTOMATIC DATA PROCESSING INC COM847859+122592650.03%+6
SALESFORCE INC COM(CRM)886888+22382420.03%+4
CHENIERE ENERGY INC COM NEW(LNG)1,6891,616-733913930.05%+3
BLUE OWL CAPITAL CORPORATION COM(OBDC)32,74133,628+8874804820.06%+2
ENVOY MEDICAL INC CL A10,45410,454014150.00%+1
MORGAN STANLEY COM NEW(MS)2,4141,991-4232822810.03%-1
VANGUARD REAL ESTATE ETF2,2912,313+222072060.03%-1
FAIR ISAAC CORP COM(FICO)183182-13373330.04%-5
ISHARES CORE 60/40 BALANCED ALLOCATION ETF73,89468,995-4,8994,2544,2480.52%-6
XCEL ENERGY INC COM(XEL)3,3823,410+282392320.03%-7
GROUP 1 AUTOMOTIVE INC COM(GPI)617518-992362260.03%-9
MEDTRONIC PLC SHS(MDT)4,2284,239+113803700.05%-10
WORKDAY INC CL A(WDAY)1,2051,121-842812690.03%-12
PRUDENTIAL FINL INC COM(PFH)3,5753,596+213993860.05%-13
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
847849+22242110.03%-13
VANGUARD DIVIDEND APPRECIATION ETF4,3274,025-3028398240.10%-16
TARGET CORP COM(TGT)4,9565,020+645174950.06%-22
PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF
METAURUS CAP 400
18,28615,684-2,6026686190.08%-49
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