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

Currently, BLUESTEM FINANCIAL ADVISORS, LLC holds 33 types of securities in its portfolio with a total value $258.9M. In the most recent quarter, they have increased their positions in VTEB (+30.1K shares, valued at $1.5M), IVV (+2.0K shares, valued at $1.3M), ITOT (+5.8K shares, valued at $821.7K); decreased their positions in BND (-19.2K shares, valued at $1.4M), ISTB (-12.3K shares, valued at $595.1K), SPYM (-4.2K shares, valued at $325.1K); initiated new positions in VTEB (+30.1K shares, valued at $1.5M), ITOT (+5.8K shares, valued at $821.7K), APH (+1.9K shares, valued at $239.4K).

1M P&L

+6.6M+2.45%

3M P&L

+3.9M+1.43%

HY P&L

+18.4M+7.15%

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/A253.8M

99.4%

2Consumer Electronics701.3K

0.3%

3Software - Infrastructure606.3K

0.2%

Top Industries by Stock Count

1N/A28 stocks

90.3%

2Electronic Components1 stocks

3.2%

3Software - Infrastructure1 stocks

3.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR81.9K shares2.56%2026-03-312026-04-29

BND VANGUARD BD INDEX FDS726.0K shares-2.58%2026-03-312026-04-29

VEU VANGUARD INTL EQUITY INDEX F436.0K shares1.50%2026-03-312026-04-29

VB VANGUARD INDEX FDS123.6K shares2.05%2026-03-312026-04-29

VNQ VANGUARD INDEX FDS156.8K shares0.69%2026-03-312026-04-29

EAGG ISHARES TR138.8K shares-0.20%2026-03-312026-04-29

BSV VANGUARD BD INDEX FDS82.7K shares1.22%2026-03-312026-04-29

SUSL ISHARES TR49.3K shares0.28%2026-03-312026-04-29

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VEA VANGUARD TAX-MANAGED FDS86.8K shares-2.19%2026-03-312026-04-29

VTI VANGUARD INDEX FDS16.3K shares4.13%2026-03-312026-04-29

ESML ISHARES TR99.5K shares0.85%2026-03-312026-04-29

ISTB ISHARES TR94.2K shares-11.53%2026-03-312026-04-29

AGG ISHARES TR43.6K shares-0.43%2026-03-312026-04-29

VSGX VANGUARD WORLD FD58.7K shares0.90%2026-03-312026-04-29

SPYM SPDR SERIES TRUST45.6K shares-8.53%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS5.6K shares5.49%2026-03-312026-04-29

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IJR ISHARES TR23.6K shares-4.38%2026-03-312026-04-29

VV VANGUARD INDEX FDS8.3K shares0.07%2026-03-312026-04-29

VXUS VANGUARD STAR FDS31.7K shares-1.27%2026-03-312026-04-29

SCHA SCHWAB STRATEGIC TR77.8K shares0.01%2026-03-312026-04-29

VTEB VANGUARD MUN BD FDS30.1K sharesnew addition2026-03-312026-04-29

SUSA ISHARES TR10.9K shares3.37%2026-03-312026-04-29

VO VANGUARD INDEX FDS3.9K shares0.05%2026-03-312026-04-29

ITOT ISHARES TR5.8K sharesnew addition2026-03-312026-04-29

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AAPL APPLE INC2.8K shares-6.28%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T1.1K shares36.51%2026-03-312026-04-29

MSFT MICROSOFT CORP1.6K shares0.55%2026-03-312026-04-29

SCHH SCHWAB STRATEGIC TR24.7K shares0.17%2026-03-312026-04-29

IJH ISHARES TR5.0K shares-0.93%2026-03-312026-04-29

ESGV VANGUARD WORLD FD2.5K shares0.04%2026-03-312026-04-29

USSG DBX ETF TR4.3K shares0.00%2026-03-312026-04-29

APH AMPHENOL CORP1.9K sharesnew addition2026-03-312026-04-29

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL478 sharesnew addition2026-03-312026-04-29

IVV

ISHARES TR

2.56%

Shares81.9K

Event2026-03-31

Filed2026-04-29

BND

VANGUARD BD INDEX FDS

-2.58%

Shares726.0K

Event2026-03-31

Filed2026-04-29

VEU

VANGUARD INTL EQUITY INDEX F

1.50%

Shares436.0K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

2.05%

Shares123.6K

Event2026-03-31

Filed2026-04-29

VNQ

VANGUARD INDEX FDS

0.69%

Shares156.8K

Event2026-03-31

Filed2026-04-29

EAGG

ISHARES TR

-0.20%

Shares138.8K

Event2026-03-31

Filed2026-04-29

BSV

VANGUARD BD INDEX FDS

1.22%

Shares82.7K

Event2026-03-31

Filed2026-04-29

SUSL

ISHARES TR

0.28%

Shares49.3K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

-2.19%

Shares86.8K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

4.13%

Shares16.3K

Event2026-03-31

Filed2026-04-29

ESML

ISHARES TR

0.85%

Shares99.5K

Event2026-03-31

Filed2026-04-29

ISTB

ISHARES TR

-11.53%

Shares94.2K

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

-0.43%

Shares43.6K

Event2026-03-31

Filed2026-04-29

VSGX

VANGUARD WORLD FD

0.90%

Shares58.7K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

-8.53%

Shares45.6K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

5.49%

Shares5.6K

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

-4.38%

Shares23.6K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.07%

Shares8.3K

Event2026-03-31

Filed2026-04-29

VXUS

VANGUARD STAR FDS

-1.27%

Shares31.7K

Event2026-03-31

Filed2026-04-29

SCHA

SCHWAB STRATEGIC TR

0.01%

Shares77.8K

Event2026-03-31

Filed2026-04-29

VTEB

VANGUARD MUN BD FDS

New

Shares30.1K

Event2026-03-31

Filed2026-04-29

SUSA

ISHARES TR

3.37%

Shares10.9K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.05%

Shares3.9K

Event2026-03-31

Filed2026-04-29

ITOT

ISHARES TR

New

Shares5.8K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-6.28%

Shares2.8K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

36.51%

Shares1.1K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

0.55%

Shares1.6K

Event2026-03-31

Filed2026-04-29

SCHH

SCHWAB STRATEGIC TR

0.17%

Shares24.7K

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

-0.93%

Shares5.0K

Event2026-03-31

Filed2026-04-29

ESGV

VANGUARD WORLD FD

0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-29

USSG

DBX ETF TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-29

APH

AMPHENOL CORP

New

Shares1.9K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

New

Shares478

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available