Universe · entity
BLUESTEM FINANCIAL ADVISORS, LLC
Institutional manager (13F) · CIK 1820680
13F holdings · as of 2026-03-31 · top 33 · reported portfolio $259M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $53M | 81,893 |
| 2 | VANGUARD BD INDEX FDS | $53M | 725,952 |
| 3 | VANGUARD INTL EQUITY INDEX F | $33M | 436,044 |
| 4 | VANGUARD INDEX FDS | $32M | 123,580 |
| 5 | VANGUARD INDEX FDS | $14M | 156,811 |
| 6 | ISHARES TR | $7M | 138,765 |
| 7 | VANGUARD BD INDEX FDS | $6M | 82,716 |
| 8 | ISHARES TR | $6M | 49,270 |
| 9 | VANGUARD TAX-MANAGED FDS | $6M | 86,840 |
| 10 | VANGUARD INDEX FDS | $5M | 16,312 |
| 11 | ISHARES TR | $5M | 99,516 |
| 12 | ISHARES TR | $5M | 94,195 |
| 13 | ISHARES TR | $4M | 43,632 |
| 14 | VANGUARD WORLD FD | $4M | 58,666 |
| 15 | SPDR SERIES TRUST | $3M | 45,573 |
| 16 | VANGUARD INDEX FDS | $3M | 5,627 |
| 17 | ISHARES TR | $3M | 23,595 |
| 18 | VANGUARD INDEX FDS | $2M | 8,278 |
| 19 | VANGUARD STAR FDS | $2M | 31,668 |
| 20 | SCHWAB STRATEGIC TR | $2M | 77,805 |
| 21 | VANGUARD MUN BD FDS | $2M | 30,112 |
| 22 | ISHARES TR | $1M | 10,861 |
| 23 | VANGUARD INDEX FDS | $1M | 3,879 |
| 24 | ISHARES TR | $822k | 5,769 |
| 25 | APPLE INC | $701k | 2,763 |
| 26 | STATE STR SPDR S&P 500 ETF T | $698k | 1,073 |
| 27 | MICROSOFT CORP | $606k | 1,638 |
| 28 | SCHWAB STRATEGIC TR | $530k | 24,652 |
| 29 | ISHARES TR | $339k | 5,015 |
| 30 | VANGUARD WORLD FD | $275k | 2,453 |
| 31 | DBX ETF TR | $256k | 4,285 |
| 32 | AMPHENOL CORP | $239k | 1,895 |
| 33 | BERKSHIRE HATHAWAY INC DEL | $229k | 478 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.