Blue Stem Wealth Partners, LLC ETFs

Blue Stem Wealth Partners, LLC

$762 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IVV Ishares Core S&P 500 ETF	$0	$145 Billion 19.01% of portfolio	245,983	Q4 2024 New
VUG Vanguard Growth ETF	$0	$85.7 Billion 11.25% of portfolio	208,822	Q4 2024 New
FNDX Schwab Fundamental U S Large C	$0	$53.4 Billion 7.01% of portfolio	2,254,263	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$51.3 Billion 6.74% of portfolio	823,773	Q4 2024 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$50.4 Billion 6.61% of portfolio	2,721,792	Q4 2024 New
RECS Columbia ETF Tr I	$0	$41.4 Billion 5.44% of portfolio	1,196,929	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$38.2 Billion 5.02% of portfolio	531,701	Q4 2024 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$38.1 Billion 5.0% of portfolio	991,674	Q4 2024 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$35.3 Billion 4.63% of portfolio	1,535,845	Q4 2024 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$27.9 Billion 3.66% of portfolio	615,462	Q4 2024 New
JMUB Jp Morgan Tr Mun ETF (De)	$0	$19.5 Billion 2.56% of portfolio	388,265	Q4 2024 New
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$17.2 Billion 2.26% of portfolio	391,487	Q4 2024 New
IGEB Ishares Tr Edge Invt Grade Enh	$0	$13.2 Billion 1.73% of portfolio	297,177	Q4 2024 New
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$12.6 Billion 1.65% of portfolio	535,618	Q4 2024 New
VTV Vanguard Value ETF	$0	$10.2 Billion 1.34% of portfolio	60,464	Q4 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$6.93 Billion 0.91% of portfolio	71,477	Q4 2024 New
XLC Select Sector Spdr Tr Communic	$0	$6.42 Billion 0.84% of portfolio	66,315	Q4 2024 New
XLK Technology Sector Spdr	$0	$6.38 Billion 0.84% of portfolio	27,422	Q4 2024 New
XLP Consumer Staples Sector Spdr	$0	$6.31 Billion 0.83% of portfolio	80,241	Q4 2024 New
XLI Industrial Sector Spdr	$0	$6.19 Billion 0.81% of portfolio	46,981	Q4 2024 New
AVUV American Centy ETF Tr Avantis	$0	$4.56 Billion 0.6% of portfolio	47,254	Q4 2024 New
MUST Columbia ETF Tr I Multi Sector	$0	$4.43 Billion 0.58% of portfolio	218,307	Q4 2024 New
AOR Ishares Tr Core Growth Allocat	$0	$4.41 Billion 0.58% of portfolio	76,865	Q4 2024 New
PULS Pgim ETF Tr	$0	$3.04 Billion 0.4% of portfolio	61,360	Q4 2024 New
EWG Ishares Msci Germany ETF	$0	$2.82 Billion 0.37% of portfolio	88,591	Q4 2024 New
EWU Ishs Msci Utd Kingdom ETF	$0	$2.81 Billion 0.37% of portfolio	83,015	Q4 2024 New
ICVT Ishares Tr Convertible Bond Et	$0	$2.78 Billion 0.36% of portfolio	32,691	Q4 2024 New
EWC Ishares Msci Canada ETF	$0	$2.78 Billion 0.36% of portfolio	68,907	Q4 2024 New
VWOB Vanguard Emerging Mkts Govt Bd	$0	$2.71 Billion 0.36% of portfolio	42,902	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$1.85 Billion 0.24% of portfolio	67,774	Q4 2024 New
ESGU Ishares Trust Ishares Esg Awar	$0	$1.85 Billion 0.24% of portfolio	14,353	Q4 2024 New
ITOT Ishares Core S&P Total U.S. St	$0	$1.71 Billion 0.22% of portfolio	13,313	Q4 2024 New
AOM Ishares Tr Core Moderate Alloc	$0	$1.52 Billion 0.2% of portfolio	35,029	Q4 2024 New
AOK Ishares Tr Core Conservative A	$0	$1.44 Billion 0.19% of portfolio	38,503	Q4 2024 New
AOA Ishares Tr Core Aggressive All	$0	$1.07 Billion 0.14% of portfolio	13,908	Q4 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$1.05 Billion 0.14% of portfolio	46,144	Q4 2024 New
VIG Vanguard Dividend Appreciation	$0	$943 Million 0.12% of portfolio	4,817	Q4 2024 New
NULG Nuveen Esg Large Cap Growth Et	$0	$880 Million 0.12% of portfolio	10,249	Q4 2024 New
VONG Vanguard Russell 1000 Growth E	$0	$758 Million 0.1% of portfolio	7,336	Q4 2024 New
NULV Nuveen Esg Large Cap Value ETF	$0	$703 Million 0.09% of portfolio	17,861	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$599 Million 0.08% of portfolio	5,202	Q4 2024 New
ESGD Ishares Trust Ishares Esg Awar	$0	$598 Million 0.08% of portfolio	7,859	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$543 Million 0.07% of portfolio	5,092	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$471 Million 0.06% of portfolio	922	Q4 2024 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$431 Million 0.06% of portfolio	12,912	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$346 Million 0.05% of portfolio	590	Q4 2024 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$342 Million 0.04% of portfolio	7,364	Q4 2024 New
SKYY First Trust Cloud Computing Et	$0	$314 Million 0.04% of portfolio	2,639	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$293 Million 0.04% of portfolio	6,118	Q4 2024 New
NUSC Nuveen Esg Small Cap ETF	$0	$250 Million 0.03% of portfolio	5,960	Q4 2024 New

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