BLUESTEM FINANCIAL ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, BLUESTEM FINANCIAL ADVISORS, LLC held in its portfolio 30 assets valued at $258,873,716 (i.e. $258.87M).
The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($55.19M), ISHARES TR ($54.69M), and VANGUARD INTL EQUITY INDEX ($31.60M).
The chart below shows the top 10 valuable assets, and the table below shows the top 30 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BLUESTEM FINANCIAL ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 745166 | 55194426 | TOTAL BND MRKT |
| ISHARES TR | 79848 | 54691056 | CORE S&P500 ETF |
| VANGUARD INTL EQUITY INDEX | 429601 | 31601432 | ALLWRLD EX US |
| VANGUARD INDEX FDS | 121099 | 31237497 | SMALL CP ETF |
| VANGUARD INDEX FDS | 155732 | 13780754 | REAL ESTATE ETF |
| ISHARES TR | 139044 | 6653278 | ESG AWR US AGRGT |
| VANGUARD BD INDEX FDS | 81722 | 6440520 | SHORT TRM BOND |
| ISHARES TR | 49132 | 5958084 | ESG MSCI LEADR |
| VANGUARD TAX-MANAGED FDS | 88788 | 5546592 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 15665 | 5252091 | TOTAL STK MKT |
| ISHARES TR | 106475 | 5190679 | CORE 1 5 YR USD |
| ISHARES TR | 98673 | 4536962 | ESG AWARE MSCI |
| ISHARES TR | 43820 | 4376714 | CORE US AGGBD ET |
| VANGUARD WORLD FD | 58145 | 4164350 | ESG INTL STK ETF |
| SPDR SERIES TRUST | 49821 | 3996659 | STATE STREET SPD |
| VANGUARD INDEX FDS | 5334 | 3344870 | S&P 500 ETF SHS |
| ISHARES TR | 24677 | 2965670 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 8272 | 2604145 | LARGE CAP ETF |
| VANGUARD STAR FDS | 32074 | 2419672 | VG TL INTL STK F |
| SCHWAB STRATEGIC TR | 77800 | 2215757 | US SML CAP ETF |
| ISHARES TR | 10507 | 1464148 | ESG OPTIMIZED |
| VANGUARD INDEX FDS | 3877 | 1125285 | MID CAP ETF |
| APPLE INC | 2948 | 801493 | COM |
| MICROSOFT CORP | 1629 | 787767 | COM |
| VANGUARD INDEX FDS | 1170 | 570910 | GROWTH ETF |
| SPDR S&P 500 ETF TR | 786 | 535989 | TR UNIT |
| SCHWAB STRATEGIC TR | 24609 | 514076 | US REIT ETF |
| ISHARES TR | 5062 | 334092 | CORE S&P MCP ETF |
| VANGUARD WORLD FD | 2452 | 296629 | ESG US STK ETF |
| DBX ETF TR | 4285 | 272119 | XTRACKERS MSCI |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.