Fund HoldingsBlueStem Wealth Partners, LLC

Total Portfolio Value
$905.72M
Total Bought
$312.40M
Total Sold
$281.15M
Net Transaction
+$31.24M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SCHWAB U.S. LARGE-CAP GROWTH ETF02,823,123+2,823,123092,09010.17%+92,090
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
01,174,349+1,174,349071,4127.88%+71,412
JPMORGAN MORTGAGE-BACKED SECURITIES ETF
MORTGAGE BACKED
0537,942+537,942027,4673.03%+27,467
COLUMBIA RESEARCH ENHANCED CORE ETF
RESH ENHNC COR
01,346,965+1,346,965055,0106.07%+55,010
SCHWAB U.S. LARGE-CAP ETF0571,076+571,076015,3681.70%+15,368
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF0178,188+178,188012,0151.33%+12,015
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
CORE INTL AGGR
95,009329,539+234,5304,86716,4801.82%+11,613
VICTORYSHARES SHORT-TERM BOND ETF
SHORT TRM BD ETF
0209,508+209,508010,6511.18%+10,651
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
ST STR INDL ETF
051,280+51,28007,9550.88%+7,955
SCHWAB INTERNATIONAL EQUITY ETF3,261,6723,432,739+171,06775,93282,5239.11%+6,591
PACER US SMALL CAP CASH COWS ETF
US SM CAP CA ETF
0345,837+345,837015,3451.69%+15,345
ISHARES MSCI CANADA ETF066,728+66,72803,5990.40%+3,599
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF01,966,144+1,966,144053,4995.91%+53,499
ISHARES MSCI UNITED KINGDOM ETF
MSCI UK ETF NEW
081,130+81,13003,5680.39%+3,568
VANGUARD TOTAL BOND MARKET ETF261,254291,064+29,81019,42921,5592.38%+2,130
ISHARES CORE S&P MID-CAP ETF0519,901+519,901034,3133.79%+34,313
CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF
MUN HIGH ETF
11,02575,965+64,9402791,9360.21%+1,657
EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF
EATON VANCE SHRT
029,488+29,48801,4850.16%+1,485
PGIM ULTRA SHORT BOND ETF
PGIM ULTRA SH BD
105,778133,141+27,3635,2716,6020.73%+1,332
VANGUARD VALUE ETF97,48799,977+2,49018,18019,0952.11%+914
FEDERATED HERMES MDT LARGE CAP CORE ETF
MDT LARGE CAP
391,355406,416+15,06112,54513,2051.46%+660
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
ST STR DISCR ETF
31,39365,742+34,3497,5237,8500.87%+327
NEOS S&P 500 HIGH INCOME ETF
NEOS S&P 500 HI
28,13334,086+5,9531,4711,7910.20%+319
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
ST STR SVC ETF
65,16968,201+3,0327,7148,0290.89%+315
ISHARES MSCI GERMANY ETF79,54585,169+5,6243,3103,6200.40%+310
NEOS NASDAQ 100 HIGH INCOME ETF
NASDAQ 100 HIGH
26,80532,725+5,9201,4531,7630.19%+310
APPLE INC COM(AAPL)19,57719,397-1804,9855,2730.58%+288
PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF
METAURUS CAP 400
24,31230,124+5,8121,0191,2800.14%+261
JPMORGAN MUNICIPAL ETF
MUNICIPAL ETF
0267,185+267,185013,4931.49%+13,493
ISHARES INTERNATIONAL SELECT DIVIDEND ETF22,67427,464+4,7908291,0830.12%+255
ALPHABET INC CAP STK CL A(GOOG)5,4294,986-4431,3201,5610.17%+241
JPMORGAN LIMITED DURATION BOND ETF
JPMORGAM LTD DUR
5,53510,013+4,4782905240.06%+234
THERMO FISHER SCIENTIFIC INC COM(TMO)0393+39302280.03%+228
SALESFORCE INC COM(CRM)0833+83302210.02%+221
ISHARES MSCI ITALY ETF
MSCI ITALY ETF
64,75365,818+1,0653,3643,5760.39%+212
AVANTIS U.S. SMALL CAP VALUE ETF50,76951,319+5505,0535,2340.58%+181
PRUDENTIAL FINL INC COM(PFH)3,6534,774+1,1213795390.06%+160
PACER US CASH COWS 100 ETF
US CASH COWS 100
10,25212,410+2,1585897470.08%+158
WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND(WT)12,47815,400+2,9225747190.08%+145
INTUITIVE SURGICAL INC COM NEW01,042+1,04205900.07%+590
FRANKLIN MUNICIPAL HIGH YIELD ETF010,883+10,88301260.01%+126
CATERPILLAR INC COM(CAT)1,1771,192+155626830.08%+121
ISHARES ESG AWARE MSCI EAFE ETF
ESG AW MSCI EAFE
07,875+7,87507490.08%+749
ELI LILLY & CO COM(LLY)302325+232303490.04%+119
PRINCIPAL ACTIVE HIGH YIELD ETF
ACTIVE HIGH YL
267,765280,193+12,4285,2085,3250.59%+117
STATE STR SPDR S&P 500 ETF TR TR UNIT(SPY)588743+1553925060.06%+115
NUVEEN ESG SMALL-CAP ETF
NUVEEN ESG SMLCP
4,7366,792+2,0562093030.03%+94
WELLS FARGO & CO COM(WFC)07,562+7,56207050.08%+705
ALPHABET INC CAP STK CL C(GOOG)1,3331,253-803253930.04%+69
EXXON MOBIL CORP COM2,1942,606+4122473140.03%+66
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND(WT)8,69910,725+2,0262933590.04%+66
AMERICAN EXPRESS CO COM(AXP)791826+352633060.03%+43
AMAZON COM INC COM(AMZN)7,1236,958-1651,5641,6060.18%+42
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF012,478+12,47801,1180.12%+1,118
FAIR ISAAC CORP COM(FICO)0182+18203080.03%+308
MCKESSON CORP COM(MCK)275301+262122470.03%+34
TARGET CORP COM(TGT)5,4225,320-1024865200.06%+34
TESLA INC COM(TSLA)4,9544,957+32,2032,2290.25%+26
BANK AMERICA CORP COM5,6545,752+982923160.03%+25
BROADCOM INC COM(AVGO)1,2981,303+54284510.05%+23
GE VERNOVA INC COM(GEV)455462+72803020.03%+22
VANGUARD TOTAL STOCK MARKET ETF2,4872,493+68168360.09%+20
NUVEEN ESG LARGE-CAP GROWTH ETF
NUVEEN ESG LRGCP
010,660+10,66001,0430.12%+1,043
WALMART INC COM(WMT)2,6442,566-782722860.03%+13
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
ST PORT HIGH ETF
11,70612,246+5402802900.03%+10
JOHNSON & JOHNSON COM(JNJ)1,4811,368-1132752830.03%+9
GE AEROSPACE COM NEW(GE)1,8691,851-185625700.06%+8
PGIM S&P 500 BUFFER 20 ETF - DECEMBER
S&P 500 BUFFER
9,3959,39502692770.03%+8
BERKSHIRE HATHAWAY INC DEL CL B NEW445460+152242310.03%+8
MEDTRONIC PLC SHS(MDT)4,3014,341+404104170.05%+7
ISHARES ESG AWARE MSCI USA ETF
ESG AWR MSCI USA
13,27613,018-2581,9331,9390.21%+6
ISHARES BITCOIN TRUST ETF(IBIT)4,5626,071+1,5092973010.03%+5
NORDIC AMERICAN TANKERS LIMITE COM
COM
10,27410,668+39432370.00%+4
META PLATFORMS INC CL A(META)540605+653973990.04%+3
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
29429402202220.02%+2
3M CO COM(MMM)4,2644,138-1266626620.07%+1
BLUE OWL CAPITAL CORPORATION COM(OBDC)035,443+35,44304410.05%+441
TJX COS INC NEW COM(TJX)1,7121,611-1012472470.03%0
HUNTINGTON BANCSHARES INC COM(HBAN)14,78414,681-1032552550.03%-1
ENVOY MEDICAL INC CL A10,45410,4540870.00%-1
ISHARES CORE S&P SMALL CAP ETF3,8593,798-614594560.05%-2
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF13,35713,066-2911,9451,9430.21%-3
VANGUARD REAL ESTATE ETF2,3362,357+212142090.02%-5
VANGUARD DIVIDEND APPRECIATION ETF4,0403,937-1038728650.10%-6
MORGAN STANLEY COM NEW(MS)01,245+1,24502210.02%+221
SCHWAB U.S. BROAD MARKET ETF39,84738,679-1,1681,0241,0150.11%-10
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
851716-1352212060.02%-15
ISHARES ESG AWARE US AGGREGATE BOND ETF
ESG AWR US AGRGT
05,521+5,52102640.03%+264
INVESCO QQQ TRUST SERIES I891844-475355180.06%-17
MICROSOFT CORP COM(MSFT)2,9473,119+1721,5261,5080.17%-18
ISHARES NATIONAL MUNI BOND ETF03,764+3,76404030.04%+403
NUVEEN ESG LARGE-CAP VALUE ETF
NUVEEN ESG LRGVL
019,656+19,65608860.10%+886
VANGUARD FTSE DEVELOPED MARKETS ETF5,8155,139-6763483210.04%-27
AUTOMATIC DATA PROCESSING INC COM876888+122572280.03%-29
SCHWAB US DIVIDEND EQUITY ETF99,97898,456-1,5222,7292,7010.30%-29
JPMORGAN CHASE & CO. COM(JPM)1,6511,525-1265214910.05%-29
XCEL ENERGY INC COM(XEL)3,4553,367-882792490.03%-30
AMERIPRISE FINL INC COM(AMP)05,592+5,59202,7420.30%+2,742
ANALOG DEVICES INC COM(ADI)0760+76002060.02%+206
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
4,9714,551-4205995540.06%-45
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