Universe · entity

BLUESTEM FINANCIAL ADVISORS, LLC

Institutional manager (13F) · CIK 1820680
13F holdings · as of 2026-03-31 · top 33 · reported portfolio $259M
#IssuerValueShares
1ISHARES TR$53M81,893
2VANGUARD BD INDEX FDS$53M725,952
3VANGUARD INTL EQUITY INDEX F$33M436,044
4VANGUARD INDEX FDS$32M123,580
5VANGUARD INDEX FDS$14M156,811
6ISHARES TR$7M138,765
7VANGUARD BD INDEX FDS$6M82,716
8ISHARES TR$6M49,270
9VANGUARD TAX-MANAGED FDS$6M86,840
10VANGUARD INDEX FDS$5M16,312
11ISHARES TR$5M99,516
12ISHARES TR$5M94,195
13ISHARES TR$4M43,632
14VANGUARD WORLD FD$4M58,666
15SPDR SERIES TRUST$3M45,573
16VANGUARD INDEX FDS$3M5,627
17ISHARES TR$3M23,595
18VANGUARD INDEX FDS$2M8,278
19VANGUARD STAR FDS$2M31,668
20SCHWAB STRATEGIC TR$2M77,805
21VANGUARD MUN BD FDS$2M30,112
22ISHARES TR$1M10,861
23VANGUARD INDEX FDS$1M3,879
24ISHARES TR$822k5,769
25APPLE INC$701k2,763
26STATE STR SPDR S&P 500 ETF T$698k1,073
27MICROSOFT CORP$606k1,638
28SCHWAB STRATEGIC TR$530k24,652
29ISHARES TR$339k5,015
30VANGUARD WORLD FD$275k2,453
31DBX ETF TR$256k4,285
32AMPHENOL CORP$239k1,895
33BERKSHIRE HATHAWAY INC DEL$229k478
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.