The Analysis of BLUESTEM FINANCIAL ADVISORS, LLC's Holdings


Currently, BLUESTEM FINANCIAL ADVISORS, LLC holds 29 types of securities in its portfolio with a total value $255.5M. In the most recent quarter, they have increased their positions in BND (+105.0K shares, valued at $7.8M), VB (+4.1K shares, valued at $1.0M), VEU (+14.6K shares, valued at $1.0M); decreased their positions in AGG (-6.5K shares, valued at $653.2K), VEA (-2.7K shares, valued at $159.1K), BSV (-1.7K shares, valued at $131.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS738.8K shares16.57%2025-09-302025-10-08history
IVV ISHARES TR80.8K shares1.74%2025-09-302025-10-08history
VB VANGUARD INDEX FDS121.0K shares3.50%2025-09-302025-10-08history
VEU VANGUARD INTL EQUITY INDEX F428.7K shares3.52%2025-09-302025-10-08history
VNQ VANGUARD INDEX FDS155.6K shares5.72%2025-09-302025-10-08history
EAGG ISHARES TR140.0K shares1.25%2025-09-302025-10-08history
BSV VANGUARD BD INDEX FDS81.9K shares-1.99%2025-09-302025-10-08history
SUSL ISHARES TR49.2K shares-0.78%2025-09-302025-10-08history
Sponsored
VEA VANGUARD TAX-MANAGED FDS89.2K shares-2.89%2025-09-302025-10-08history
ISTB ISHARES TR105.4K shares-0.59%2025-09-302025-10-08history
VTI VANGUARD INDEX FDS15.2K shares-0.28%2025-09-302025-10-08history
AGG ISHARES TR44.9K shares-12.66%2025-09-302025-10-08history
ESML ISHARES TR97.4K shares1.01%2025-09-302025-10-08history
VSGX VANGUARD WORLD FD57.5K shares-2.77%2025-09-302025-10-08history
SPYM SPDR SERIES TRUST50.5K shares0.05%2025-09-302025-10-08history
VOO VANGUARD INDEX FDS5.3K shares0.04%2025-09-302025-10-08history
Sponsored
IJR ISHARES TR24.9K shares-0.68%2025-09-302025-10-08history
VV VANGUARD INDEX FDS8.3K shares-0.70%2025-09-302025-10-08history
VXUS VANGUARD STAR FDS33.9K shares-2.69%2025-09-302025-10-08history
SCHA SCHWAB STRATEGIC TR80.7K shares-0.40%2025-09-302025-10-08history
SUSA ISHARES TR10.5K shares0.00%2025-09-302025-10-08history
VO VANGUARD INDEX FDS3.8K shares-2.82%2025-09-302025-10-08history
MSFT MICROSOFT CORP1.8K shares-6.00%2025-09-302025-10-08history
AAPL APPLE INC2.4K shares0.00%2025-09-302025-10-08history
Sponsored
SPY SPDR S&P 500 ETF TR856 shares-5.31%2025-09-302025-10-08history
SCHH SCHWAB STRATEGIC TR24.6K shares8.20%2025-09-302025-10-08history
ESGV VANGUARD WORLD FD2.8K shares0.04%2025-09-302025-10-08history
IJH ISHARES TR5.0K shares0.00%2025-09-302025-10-08history
USSG DBX ETF TR4.3K shares-23.86%2025-09-302025-10-08history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available