BLUESTEM FINANCIAL ADVISORS, LLC
Holdings as of 2026-06-30, filed 2026-07-22
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 22 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
34
Value reported by manager
$285.5M
Sum of our stored positions
$285.5M
should match the line above
Disclosure lag
22 d
quarter end to filing
Top 5 concentration
72.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
34 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $59.8M | 814,283 | — | 921937835 |
| ISHARES TR | CORE S&P500 ETF | $58.5M | 78,119 | — | 464287200 |
| VANGUARD INDEX FDS | SMALL CP ETF | $36.7M | 120,996 | — | 922908751 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $35.7M | 425,716 | — | 922042775 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $15M | 155,978 | — | 922908553 |
| ISHARES TR | ESG AWR US AGRGT | $7.3M | 154,210 | — | 46435U549 |
| ISHARES TR | ESG MSCI LEADR | $6.7M | 50,128 | — | 46435U218 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $6.3M | 88,670 | — | 921943858 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $6.3M | 80,452 | — | 921937827 |
| ISHARES TR | ESG AWARE MSCI | $5.7M | 101,057 | — | 46435U663 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.4M | 14,581 | — | 922908769 |
| VANGUARD WORLD FD | ESG INTL STK ETF | $5M | 60,742 | — | 921910725 |
| ISHARES TR | CORE 1 5 YR USD | $4.4M | 92,217 | — | 46432F859 |
| ISHARES TR | CORE US AGGBD ET | $4.2M | 42,691 | — | 464287226 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.2M | 6,095 | — | 922908363 |
| SPDR SERIES TRUST | ST STR P500ETF | $3.9M | 43,984 | — | 78464A854 |
| ISHARES TR | CORE S&P SCP ETF | $3.5M | 23,721 | — | 464287804 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.7M | 75,957 | — | 808524607 |
| VANGUARD INDEX FDS | LARGE CAP ETF | $2.6M | 7,590 | — | 922908637 |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.6M | 30,144 | — | 921909768 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.7M | 34,086 | — | 922907746 |
| ISHARES TR | ESG OPTIMIZED | $1.7M | 10,861 | — | 464288802 |
| VANGUARD INDEX FDS | MID CAP ETF | $1.2M | 14,633 | — | 922908629 |
| APPLE INC | COM | $794.1K | 2,744 | — | 037833100 |
| MICROSOFT CORP | COM | $600.9K | 1,611 | — | 594918104 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $590.7K | 791 | — | 78462F103 |
| SCHWAB STRATEGIC TR | US REIT ETF | $578.7K | 24,438 | — | 808524847 |
| ISHARES TR | CORE S&P MCP ETF | $411.9K | 5,342 | — | 464287507 |
| AMPHENOL CORP | CL A | $335.9K | 1,905 | — | 032095101 |
| VANGUARD WORLD FD | ESG US STK ETF | $310.6K | 2,349 | — | 921910733 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $242.2K | 484 | — | 084670702 |
| REVOLUTION MEDICINES INC | COM | $224.3K | 1,198 | — | 76155X100 |
| DBX ETF TR | XTRACKERS MSCI | $218K | 3,138 | — | 233051150 |
| CATERPILLAR INC | COM | $213.6K | 201 | — | 149123101 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-22