Q2 2025 · 13F-HR
BLUESTEM FINANCIAL ADVISORS, LLCholdings as filed
Filed 2025-07-23 · accession 0001214659-25-010809
$233.3M
Reported value
29
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | ISHARES TR | $49.3M | 21.1% | 79,459 | Common | SOLE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $46.7M | 20.0% | 633,811 | Common | SOLE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $27.8M | 11.9% | 414,126 | Common | SOLE |
| 922908751 | VB | VANGUARD INDEX FDS | $27.7M | 11.9% | 116,954 | Common | SOLE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $13.1M | 5.62% | 147,167 | Common | SOLE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $6.6M | 2.82% | 83,612 | Common | SOLE |
| 46435U549 | EAGG | ISHARES TR | $6.6M | 2.82% | 138,303 | Common | SOLE |
| 46435U218 | SUSL | ISHARES TR | $5.4M | 2.30% | 49,563 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $5.2M | 2.24% | 91,811 | Common | SOLE |
| 46432F859 | ISTB | ISHARES TR | $5.2M | 2.21% | 105,976 | Common | SOLE |
| 464287226 | AGG | ISHARES TR | $5.1M | 2.19% | 51,464 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $4.6M | 1.99% | 15,242 | Common | SOLE |
| 46435U663 | ESML | ISHARES TR | $4.0M | 1.71% | 96,462 | Common | SOLE |
| 921910725 | VSGX | VANGUARD WORLD FD | $3.9M | 1.66% | 59,155 | Common | SOLE |
| 78464A854 | SPYM | SPDR SERIES TRUST | $3.7M | 1.57% | 50,518 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $3.0M | 1.28% | 5,265 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $2.7M | 1.18% | 25,107 | Common | SOLE |
| 921909768 | VXUS | VANGUARD STAR FDS | $2.4M | 1.03% | 34,851 | Common | SOLE |
| 922908637 | VV | VANGUARD INDEX FDS | $2.4M | 1.02% | 8,372 | Common | SOLE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $2.1M | 0.88% | 81,074 | Common | SOLE |
| 464288802 | SUSA | ISHARES TR | $1.3M | 0.57% | 10,507 | Common | SOLE |
| 922908629 | VO | VANGUARD INDEX FDS | $1.1M | 0.47% | 3,930 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $928,613 | 0.40% | 1,867 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $558,536 | 0.24% | 904 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $502,075 | 0.22% | 2,447 | Common | SOLE |
| 808524847 | SCHH | SCHWAB STRATEGIC TR | $482,002 | 0.21% | 22,779 | Common | SOLE |
| 233051150 | USSG | DBX ETF TR | $320,121 | 0.14% | 5,628 | Common | SOLE |
| 921910733 | ESGV | VANGUARD WORLD FD | $311,767 | 0.13% | 2,844 | Common | SOLE |
| 464287507 | IJH | ISHARES TR | $310,963 | 0.13% | 5,014 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.