Q1 2026 · 13F-HR
BLUESTEM FINANCIAL ADVISORS, LLCholdings as filed
Filed 2026-04-29 · accession 0001820680-26-000002
$258.9M
Reported value
33
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287200 | IVV | ISHARES TR | $53.5M | 20.7% | 81,893 | Common | SOLE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $53.5M | 20.6% | 725,952 | Common | SOLE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $32.7M | 12.6% | 436,044 | Common | SOLE |
| 922908751 | VB | VANGUARD INDEX FDS | $32.4M | 12.5% | 123,580 | Common | SOLE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $13.9M | 5.37% | 156,811 | Common | SOLE |
| 46435U549 | EAGG | ISHARES TR | $6.6M | 2.55% | 138,765 | Common | SOLE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $6.5M | 2.50% | 82,716 | Common | SOLE |
| 46435U218 | SUSL | ISHARES TR | $5.6M | 2.16% | 49,270 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $5.6M | 2.15% | 86,840 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $5.2M | 2.02% | 16,312 | Common | SOLE |
| 46435U663 | ESML | ISHARES TR | $4.7M | 1.81% | 99,516 | Common | SOLE |
| 46432F859 | ISTB | ISHARES TR | $4.6M | 1.76% | 94,195 | Common | SOLE |
| 464287226 | AGG | ISHARES TR | $4.3M | 1.67% | 43,632 | Common | SOLE |
| 921910725 | VSGX | VANGUARD WORLD FD | $4.2M | 1.63% | 58,666 | Common | SOLE |
| 78464A854 | SPYM | SPDR SERIES TRUST | $3.5M | 1.35% | 45,573 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $3.4M | 1.30% | 5,627 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $2.9M | 1.13% | 23,595 | Common | SOLE |
| 922908637 | VV | VANGUARD INDEX FDS | $2.5M | 0.96% | 8,278 | Common | SOLE |
| 921909768 | VXUS | VANGUARD STAR FDS | $2.4M | 0.94% | 31,668 | Common | SOLE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $2.3M | 0.87% | 77,805 | Common | SOLE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $1.5M | 0.58% | 30,112 | Common | SOLE |
| 464288802 | SUSA | ISHARES TR | $1.4M | 0.55% | 10,861 | Common | SOLE |
| 922908629 | VO | VANGUARD INDEX FDS | $1.1M | 0.43% | 3,879 | Common | SOLE |
| 464287150 | ITOT | ISHARES TR | $821,665 | 0.32% | 5,769 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $701,276 | 0.27% | 2,763 | Common | SOLE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $697,941 | 0.27% | 1,073 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $606,340 | 0.23% | 1,638 | Common | SOLE |
| 808524847 | SCHH | SCHWAB STRATEGIC TR | $529,766 | 0.20% | 24,652 | Common | SOLE |
| 464287507 | IJH | ISHARES TR | $338,663 | 0.13% | 5,015 | Common | SOLE |
| 921910733 | ESGV | VANGUARD WORLD FD | $275,429 | 0.11% | 2,453 | Common | SOLE |
| 233051150 | USSG | DBX ETF TR | $255,729 | 0.10% | 4,285 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP | $239,433 | 0.09% | 1,895 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $229,058 | 0.09% | 478 | 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.