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The Analysis of BLUESTEM FINANCIAL ADVISORS, LLC's Holdings & P&L

Currently, BLUESTEM FINANCIAL ADVISORS, LLC holds 34 types of securities in its portfolio with a total value $285.5M. In the most recent quarter, they have increased their positions in BND (+88.3K shares, valued at $6.5M), VO (+10.8K shares, valued at $866.4K), EAGG (+15.4K shares, valued at $732.2K); decreased their positions in N/A (-3.8K shares, valued at $2.8M), VEU (-10.3K shares, valued at $865.0K), VB (-2.6K shares, valued at $783.3K); initiated new positions in RVMD (+1.2K shares, valued at $224.3K), CAT (+201 shares, valued at $213.6K).

1M P&L

+31.5K+0.01%

3M P&L

+4.9M+2.38%

HY P&L

+8.1M+3.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A210.5M

98.9%

2Consumer Electronics794.1K

0.4%

3Software - Infrastructure600.9K

0.3%

Top Industries by Stock Count

1N/A23 stocks

79.3%

2Electronic Components1 stocks

3.4%

3Software - Infrastructure1 stocks

3.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS814.3K shares12.17%2026-06-302026-07-22

ISHARES TR ISHARES TR78.1K shares-4.61%2026-06-302026-07-22

VB VANGUARD INDEX FDS121.0K shares-2.09%2026-06-302026-07-22

VEU VANGUARD INTL EQUITY INDEX F425.7K shares-2.37%2026-06-302026-07-22

VNQ VANGUARD INDEX FDS156.0K shares-0.53%2026-06-302026-07-22

EAGG ISHARES TR154.2K shares11.13%2026-06-302026-07-22

SUSL ISHARES TR50.1K shares1.74%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS88.7K shares2.11%2026-06-302026-07-22

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BSV VANGUARD BD INDEX FDS80.5K shares-2.74%2026-06-302026-07-22

ESML ISHARES TR101.1K shares1.55%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS14.6K shares-10.61%2026-06-302026-07-22

VSGX VANGUARD WORLD FD60.7K shares3.54%2026-06-302026-07-22

ISTB ISHARES TR92.2K shares-2.10%2026-06-302026-07-22

ISHARES TR ISHARES TR42.7K shares-2.16%2026-06-302026-07-22

VOO VANGUARD INDEX FDS6.1K shares8.32%2026-06-302026-07-22

SPDR SERIES TRUST SPDR SERIES TRUST44.0K shares-3.49%2026-06-302026-07-22

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IJR ISHARES TR23.7K shares0.53%2026-06-302026-07-22

SCHA SCHWAB STRATEGIC TR76.0K shares-2.38%2026-06-302026-07-22

VV VANGUARD INDEX FDS7.6K shares-8.31%2026-06-302026-07-22

VXUS VANGUARD STAR FDS30.1K shares-4.81%2026-06-302026-07-22

VTEB VANGUARD MUN BD FDS34.1K shares13.20%2026-06-302026-07-22

SUSA ISHARES TR10.9K shares0.00%2026-06-302026-07-22

VO VANGUARD INDEX FDS14.6K shares277.24%2026-06-302026-07-22

AAPL APPLE INC2.7K shares-0.69%2026-06-302026-07-22

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MSFT MICROSOFT CORP1.6K shares-1.65%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T791 shares-26.28%2026-06-302026-07-22

SCHH SCHWAB STRATEGIC TR24.4K shares-0.87%2026-06-302026-07-22

IJH ISHARES TR5.3K shares6.52%2026-06-302026-07-22

APH AMPHENOL CORP1.9K shares0.53%2026-06-302026-07-22

ESGV VANGUARD WORLD FD2.3K shares-4.24%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL484 shares1.26%2026-06-302026-07-22

RVMD REVOLUTION MEDICINES INC1.2K sharesnew addition2026-06-302026-07-22

Sponsored

USSG DBX ETF TR3.1K shares-26.77%2026-06-302026-07-22

CAT CATERPILLAR INC201 sharesnew addition2026-06-302026-07-22

BND

VANGUARD BD INDEX FDS

12.17%

Shares814.3K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-4.61%

Shares78.1K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-2.09%

Shares121.0K

Event2026-06-30

Filed2026-07-22

VEU

VANGUARD INTL EQUITY INDEX F

-2.37%

Shares425.7K

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

-0.53%

Shares156.0K

Event2026-06-30

Filed2026-07-22

EAGG

ISHARES TR

11.13%

Shares154.2K

Event2026-06-30

Filed2026-07-22

SUSL

ISHARES TR

1.74%

Shares50.1K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

2.11%

Shares88.7K

Event2026-06-30

Filed2026-07-22

BSV

VANGUARD BD INDEX FDS

-2.74%

Shares80.5K

Event2026-06-30

Filed2026-07-22

ESML

ISHARES TR

1.55%

Shares101.1K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-10.61%

Shares14.6K

Event2026-06-30

Filed2026-07-22

VSGX

VANGUARD WORLD FD

3.54%

Shares60.7K

Event2026-06-30

Filed2026-07-22

ISTB

ISHARES TR

-2.10%

Shares92.2K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-2.16%

Shares42.7K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

8.32%

Shares6.1K

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

-3.49%

Shares44.0K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

0.53%

Shares23.7K

Event2026-06-30

Filed2026-07-22

SCHA

SCHWAB STRATEGIC TR

-2.38%

Shares76.0K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-8.31%

Shares7.6K

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

-4.81%

Shares30.1K

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

13.20%

Shares34.1K

Event2026-06-30

Filed2026-07-22

SUSA

ISHARES TR

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

277.24%

Shares14.6K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-0.69%

Shares2.7K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-1.65%

Shares1.6K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

-26.28%

Shares791

Event2026-06-30

Filed2026-07-22

SCHH

SCHWAB STRATEGIC TR

-0.87%

Shares24.4K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

6.52%

Shares5.3K

Event2026-06-30

Filed2026-07-22

APH

AMPHENOL CORP

0.53%

Shares1.9K

Event2026-06-30

Filed2026-07-22

ESGV

VANGUARD WORLD FD

-4.24%

Shares2.3K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.26%

Shares484

Event2026-06-30

Filed2026-07-22

RVMD

REVOLUTION MEDICINES INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-22

USSG

DBX ETF TR

-26.77%

Shares3.1K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

New

Shares201

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available