Bluestem-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FWONK",
  "MMM",
  null,
  "OBDC",
  null,
  "VONG",
  "GOOGL",
  "CAT",
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  "GIS",
  "HON",
  "HD",
  null,
  "COCH",
  "ISRG",
  "LEN",
  null,
  null,
  "MUB",
  null,
  "IJH",
  null,
  null,
  null,
  "MDT",
  "MSFT",
  "MS",
  "FICO",
  "GE",
  null,
  null,
  "AMP",
  "IJR",
  "KKR",
  "VHT",
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PRU",
  null,
  "FNDX",
  null,
  null,
  null,
  "TGT",
  "VNQ",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  "GGG",
  "GPI",
  null,
  "HWKN",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  "ESGD",
  "VUG",
  "VEA",
  null,
  "BND",
  "VTV",
  "WFC",
  "XEL",
  "WDAY",
  "FHB",
  null,
  null,
  null,
  "SCHD",
  "SCHF",
  "CRM",
  null,
  null,
  null,
  "ESGU",
  "ADP",
  "LNG",
  "ADI",
  "QQQ",
  "GOOG",
  "TSLA",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 103
Total Value: 733336052
Accession Number: 0001765380-25-000173
Form Type: 13F-HR
CIK: bluestem-wealth-partners
Manager Name: Bluestem-Wealth-Partners

Data Enrichment

60% identified

62 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

103 positions • $733.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464289875

Shares:31.5K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$733.3M)

AMAZON COM INC

AMZN|023135106

Shares:7.2K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$733.3M)

Tesla, Inc.

TSLA|88160R101

Shares:4.6K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$733.3M)

464289859

Shares:13.6K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$733.3M)

808524102

SCHB|808524102

Shares:44.2K

Value:$952.7K

% of Portfolio:0.1% ($952.7K/$733.3M)

67092P201

Shares:11.1K

Value:$867.4K

% of Portfolio:0.1% ($867.4K/$733.3M)

921908844

VIG|921908844

Shares:4.3K

Value:$839.4K

% of Portfolio:0.1% ($839.4K/$733.3M)

67092P300

Shares:19.0K

Value:$771.0K

% of Portfolio:0.1% ($771.0K/$733.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.9K

Value:$750.9K

% of Portfolio:0.1% ($750.9K/$733.3M)

3M CO

MMM|88579Y101

Shares:4.9K

Value:$714.0K

% of Portfolio:0.1% ($714.0K/$733.3M)

922908769

VTI|922908769

Shares:2.5K

Value:$682.6K

% of Portfolio:0.1% ($682.6K/$733.3M)

69374H436

Shares:18.3K

Value:$667.8K

% of Portfolio:0.1% ($667.8K/$733.3M)

MICROSOFT CORP

MSFT|594918104

Shares:1.8K

Value:$667.0K

% of Portfolio:0.1% ($667.0K/$733.3M)

464287226

Shares:6.4K

Value:$629.7K

% of Portfolio:0.1% ($629.7K/$733.3M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:8.5K

Value:$611.9K

% of Portfolio:0.1% ($611.9K/$733.3M)

46435G516

ESGD|46435G516

Shares:7.5K

Value:$609.1K

% of Portfolio:0.1% ($609.1K/$733.3M)

TARGET CORP

TGT|87612E106

Shares:5.0K

Value:$517.2K

% of Portfolio:0.1% ($517.2K/$733.3M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.0K

Value:$500.2K

% of Portfolio:0.1% ($500.2K/$733.3M)

46435U549

Shares:10.3K

Value:$487.3K

% of Portfolio:0.1% ($487.3K/$733.3M)

464288414

MUB|464288414

Shares:4.6K

Value:$484.6K

% of Portfolio:0.1% ($484.6K/$733.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464289875)✕	31.5K	QoQ -9.97% (-3.5K) YoY-	All Managers (Combined)	$1.4M	0.2% ($1.4M/$733.3M)	QoQ -9.05% (-$137.8K) YoY-
AMAZON COM INC(AMZNcusip023135106)	7.2K	QoQ +0.27% (-20) YoY-	All Managers (Combined)	$1.4M	0.2% ($1.4M/$733.3M)	QoQ -13.03% (-$206.5K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	4.6K	QoQ -1.72% (-80) YoY-	All Managers (Combined)	$1.2M	0.2% ($1.2M/$733.3M)	QoQ -36.92% (-$693.6K) YoY-
(cusip464289859)✕	13.6K	QoQ -2.22% (-309) YoY-	All Managers (Combined)	$1.0M	0.1% ($1.0M/$733.3M)	QoQ -2.36% (-$25.2K) YoY-
(SCHBcusip808524102)	44.2K	QoQ -4.10% (-1.9K) YoY-	All Managers (Combined)	$952.7K	0.1% ($952.7K/$733.3M)	QoQ -9.05% (-$94.8K) YoY-
(cusip67092P201)✕	11.1K	QoQ +8.11% (-832) YoY-	All Managers (Combined)	$867.4K	0.1% ($867.4K/$733.3M)	QoQ -1.40% (-$12.4K) YoY-
(VIGcusip921908844)	4.3K	QoQ -10.17% (-490) YoY-	All Managers (Combined)	$839.4K	0.1% ($839.4K/$733.3M)	QoQ -11.01% (-$103.9K) YoY-
(cusip67092P300)✕	19.0K	QoQ +6.61% (+1.2K) YoY-	All Managers (Combined)	$771.0K	0.1% ($771.0K/$733.3M)	QoQ +9.64% (+$67.8K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	4.9K	QoQ -3.66% (-185) YoY-	All Managers (Combined)	$750.9K	0.1% ($750.9K/$733.3M)	QoQ -21.31% (-$203.4K) YoY-
3M CO(MMMcusip88579Y101)	4.9K	QoQ -0.85% (-42) YoY-	All Managers (Combined)	$714.0K	0.1% ($714.0K/$733.3M)	QoQ +12.79% (-$81.0K) YoY-
(VTIcusip922908769)	2.5K	QoQ +0.20% (-5) YoY-	All Managers (Combined)	$682.6K	0.1% ($682.6K/$733.3M)	QoQ -5.00% (-$36.0K) YoY-
(cusip69374H436)✕	18.3K	QoQ +105.87% (+9.4K) YoY-	All Managers (Combined)	$667.8K	0.1% ($667.8K/$733.3M)	QoQ +95.83% (+$326.8K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.8K	QoQ -1.05% (-19) YoY-	All Managers (Combined)	$667.0K	0.1% ($667.0K/$733.3M)	QoQ -11.87% (-$89.8K) YoY-
(cusip464287226)✕	6.4K	QoQ -91.09% (-65.1K) YoY-	All Managers (Combined)	$629.7K	0.1% ($629.7K/$733.3M)	QoQ -90.90% (-$6.3M) YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	8.5K	QoQ +0.59% (+50) YoY-	All Managers (Combined)	$611.9K	0.1% ($611.9K/$733.3M)	QoQ +2.81% (+$16.8K) YoY-
(ESGDcusip46435G516)	7.5K	QoQ -5.12% (-403) YoY-	All Managers (Combined)	$609.1K	0.1% ($609.1K/$733.3M)	QoQ +1.78% (-$10.7K) YoY-
TARGET CORP(TGTcusip87612E106)	5.0K	QoQ -0.38% (-19) YoY-	All Managers (Combined)	$517.2K	0.1% ($517.2K/$733.3M)	QoQ -23.10% (-$155.4K) YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.0K	QoQ -0.59% (-6) YoY-	All Managers (Combined)	$500.2K	0.1% ($500.2K/$733.3M)	QoQ -5.67% (-$30.1K) YoY-
(cusip46435U549)✕	10.3K	QoQ +39.38% (+2.9K) YoY-	All Managers (Combined)	$487.3K	0.1% ($487.3K/$733.3M)	QoQ +42.49% (+$145.3K) YoY-
(MUBcusip464288414)	4.6K	QoQ -9.74% (-496) YoY-	All Managers (Combined)	$484.6K	0.1% ($484.6K/$733.3M)	QoQ -10.68% (-$58.0K) YoY-