BlueStem Wealth Partners, LLC
- SEC CIK
- 0001977465
- 最新申報
- 2026/8/11
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/5 申報。只含多頭部位。
- 持股檔數
- 101
- 2024 年第 3 季沒有申報
- 總值
- $7.62 億
- 2024 年第 3 季沒有申報
BlueStem Wealth Partners, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 245,983 | $1.45 億 | 19.0% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 208,822 | $8,571 萬 | 11.3% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 2,254,263 | $5,338 萬 | 7.0% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 823,773 | $5,133 萬 | 6.7% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 2,721,792 | $5,035 萬 | 6.6% | – | – | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 1,196,929 | $4,144 萬 | 5.4% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 531,701 | $3,823 萬 | 5.0% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 991,674 | $3,805 萬 | 5.0% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,535,845 | $3,529 萬 | 4.6% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 615,462 | $2,791 萬 | 3.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 388,265 | $1,947 萬 | 2.6% | – | – | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 391,487 | $1,723 萬 | 2.3% | – | – | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 297,177 | $1,318 萬 | 1.7% | – | – | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 535,618 | $1,257 萬 | 1.7% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 60,464 | $1,024 萬 | 1.3% | – | – | – |
| J P Morgan Exchange Traded F46654Q773 | JPMORGAM LTD DUR | 162,210 | $835.7 萬 | 1.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 71,477 | $692.6 萬 | 0.9% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 66,315 | $642.0 萬 | 0.8% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 27,422 | $637.6 萬 | 0.8% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 80,241 | $630.8 萬 | 0.8% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 46,981 | $619.0 萬 | 0.8% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 47,254 | $456.1 萬 | 0.6% | – | – | – |
| AAPLApple Inc. | Stock | 17,912 | $448.6 萬 | 0.6% | – | – | 歷史 |
| Columbia ETF Tr I19761L607 | MULTI SEC MUNI | 218,307 | $443.4 萬 | 0.6% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 76,865 | $440.6 萬 | 0.6% | – | – | – |
| AMPAmeriprise Financial Inc | COM | 5,766 | $307.0 萬 | 0.4% | – | – | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 61,360 | $304.0 萬 | 0.4% | – | – | – |
| iShares Inc46434G830 | MSCI ITALY ETF | 79,495 | $285.9 萬 | 0.4% | – | – | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 88,591 | $281.9 萬 | 0.4% | – | – | – |
| iShares Tr46435G334 | MSCI UK ETF NEW | 83,015 | $281.4 萬 | 0.4% | – | – | – |
| iShares Tr46435G102 | CONV BD ETF | 32,691 | $277.8 萬 | 0.4% | – | – | – |
| iShares Inc464286509 | MSCI CDA ETF | 68,907 | $277.7 萬 | 0.4% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 42,902 | $270.9 萬 | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 4,651 | $187.8 萬 | 0.2% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 67,774 | $185.2 萬 | 0.2% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 14,353 | $184.9 萬 | 0.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 3,563 | $180.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 13,313 | $171.2 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 7,220 | $158.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 35,029 | $152.2 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 11,237 | $150.9 萬 | 0.2% | – | – | 歷史 |
| BSXBoston Scientific Corp | Stock | 16,644 | $148.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464289883 | CORE 30 70 ETF | 38,503 | $143.6 萬 | 0.2% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 13,908 | $106.6 萬 | 0.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 46,144 | $104.7 萬 | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 5,041 | $95.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,817 | $94.3 萬 | 0.1% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 10,249 | $88.0 萬 | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 7,336 | $75.8 萬 | 0.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,796 | $75.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,479 | $71.9 萬 | 0.1% | – | – | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 17,861 | $70.3 萬 | 0.1% | – | – | – |
| TGTTarget Corp | Stock | 4,975 | $67.3 萬 | 0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 4,904 | $63.3 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,202 | $59.9 萬 | 0.1% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 7,859 | $59.8 萬 | 0.1% | – | – | – |
| WFCWells Fargo & Company | Stock | 8,473 | $59.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,092 | $54.3 萬 | 0.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,016 | $53.0 萬 | 0.1% | – | – | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 31,957 | $48.3 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 922 | $47.1 萬 | 0.1% | – | – | – |
| CATCaterpillar Inc | Stock | 1,276 | $46.3 萬 | 0.1% | – | – | 歷史 |
| KKRKKR & Co. Inc. | COM | 2,951 | $43.6 萬 | 0.1% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 12,912 | $43.1 萬 | 0.1% | – | – | – |
| PRUPrudential Financial Inc | Stock | 3,597 | $42.6 萬 | 0.1% | – | – | 歷史 |
| Pgim ETF Tr69344A834 | AAA CLO ETF | 7,383 | $37.8 萬 | <0.1% | – | – | – |
| LNGCheniere Energy, Inc. | COM NEW | 1,688 | $36.3 萬 | <0.1% | – | – | 歷史 |
| FICOFair Isaac Corp | COM | 182 | $36.2 萬 | <0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 590 | $34.6 萬 | <0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,437 | $34.4 萬 | <0.1% | – | – | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 7,364 | $34.2 萬 | <0.1% | – | – | – |
| MDTMedtronic plc | Stock | 4,273 | $34.1 萬 | <0.1% | – | – | 歷史 |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 8,882 | $34.1 萬 | <0.1% | – | – | – |
| ADIAnalog Devices Inc | Stock | 1,572 | $33.4 萬 | <0.1% | – | – | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 2,639 | $31.4 萬 | <0.1% | – | – | – |
| WDAYWorkday, Inc. | CL A | 1,201 | $31.0 萬 | <0.1% | – | – | 歷史 |
| LENLennar Corp | CL A | 2,250 | $30.7 萬 | <0.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 2,347 | $29.5 萬 | <0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 879 | $29.4 萬 | <0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,118 | $29.3 萬 | <0.1% | – | – | – |
| ORCLOracle Corp | Stock | 1,750 | $29.2 萬 | <0.1% | – | – | 歷史 |
| HWKNHawkins Inc | COM | 2,360 | $28.9 萬 | <0.1% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 1,715 | $28.6 萬 | <0.1% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 3,917 | $26.4 萬 | <0.1% | – | – | 歷史 |
| GGGGraco Inc | COM | 3,101 | $26.1 萬 | <0.1% | – | – | 歷史 |
| GPIGroup 1 Automotive Inc | COM | 617 | $26.0 萬 | <0.1% | – | – | 歷史 |
| FHBFirst Hawaiian, Inc. | COM | 9,646 | $25.0 萬 | <0.1% | – | – | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 5,960 | $25.0 萬 | <0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,304 | $24.8 萬 | <0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 840 | $24.6 萬 | <0.1% | – | – | 歷史 |
| WPCW. P. Carey Inc. | COM | 4,344 | $23.7 萬 | <0.1% | – | – | 歷史 |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 2,553 | $23.7 萬 | <0.1% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 921 | $23.4 萬 | <0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 596 | $23.2 萬 | <0.1% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 3,613 | $23.0 萬 | <0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 989 | $22.3 萬 | <0.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,461 | $21.9 萬 | <0.1% | – | – | – |
| AXPAmerican Express Co | Stock | 709 | $21.0 萬 | <0.1% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 290 | $20.5 萬 | <0.1% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 323 | $20.1 萬 | <0.1% | – | – | – |