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BLUESTEM FINANCIAL ADVISORS, LLC 13F holdings

Filed 2026-07-22 · BLUESTEM FINANCIAL ADVISORS, LLC · 34 positions · $285.5M

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Ticker	Company	Shares	Value	% of portfolio
BND	VANGUARD BD INDEX FDS	814.3K	$59.8M	20.9%
IVV	ISHARES TR	78.1K	$58.5M	20.5%
VB	VANGUARD INDEX FDS	121.0K	$36.7M	12.8%
VEU	VANGUARD INTL EQUITY INDEX F	425.7K	$35.7M	12.5%
VNQ	VANGUARD INDEX FDS	156.0K	$15.0M	5.3%
EAGG	ISHARES TR	154.2K	$7.3M	2.6%
SUSL	ISHARES TR	50.1K	$6.7M	2.3%
VEA	VANGUARD TAX-MANAGED FDS	88.7K	$6.3M	2.2%
BSV	VANGUARD BD INDEX FDS	80.5K	$6.3M	2.2%
ESML	ISHARES TR	101.1K	$5.7M	2.0%
VTI	VANGUARD INDEX FDS	14.6K	$5.4M	1.9%
VSGX	VANGUARD WORLD FD	60.7K	$5.0M	1.8%
ISTB	ISHARES TR	92.2K	$4.4M	1.6%
AGG	ISHARES TR	42.7K	$4.2M	1.5%
VOO	VANGUARD INDEX FDS	6.1K	$4.2M	1.5%
SPYM	SPDR SERIES TRUST	44.0K	$3.9M	1.4%
IJR	ISHARES TR	23.7K	$3.5M	1.2%
SCHA	SCHWAB STRATEGIC TR	76.0K	$2.7M	1.0%
VV	VANGUARD INDEX FDS	7.6K	$2.6M	0.9%
VXUS	VANGUARD STAR FDS	30.1K	$2.6M	0.9%
VTEB	VANGUARD MUN BD FDS	34.1K	$1.7M	0.6%
SUSA	ISHARES TR	10.9K	$1.7M	0.6%
VO	VANGUARD INDEX FDS	14.6K	$1.2M	0.4%
AAPL	APPLE INC	2.7K	$794,092	0.3%
MSFT	MICROSOFT CORP	1.6K	$600,944	0.2%
SPY	STATE STR SPDR S&P 500 ETF T	791	$590,695	0.2%
SCHH	SCHWAB STRATEGIC TR	24.4K	$578,699	0.2%
IJH	ISHARES TR	5.3K	$411,922	0.1%
APH	AMPHENOL CORP	1.9K	$335,938	0.1%
ESGV	VANGUARD WORLD FD	2.3K	$310,643	0.1%
BRK-B	BERKSHIRE HATHAWAY INC DEL	484	$242,156	0.1%
RVMD	REVOLUTION MEDICINES INC	1.2K	$224,317	0.1%
USSG	DBX ETF TR	3.1K	$217,965	0.1%
CAT	CATERPILLAR INC	201	$213,554	0.1%

Top Fund Holdings

13F

Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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