Bluestem Financial Advisors, LLC
34 holdingsFiling period: 2026-06-30Current AUM: $280.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard BD Index Fds | 814.3K | $59.8M | $57.6M | 20.51% | +88.3K | 2026-06-30 |
| 2 | IVV | iShares TR | 78.1K | $58.5M | $60.3M | 21.48% | -3,774 | 2026-06-30 |
| 3 | VB | Vanguard Index Fds | 121.0K | $36.7M | $34.9M | 12.41% | -2,584 | 2026-06-30 |
| 4 | VEU | Vanguard Intl Equity Index F | 425.7K | $35.7M | $34.8M | 12.40% | -10,328 | 2026-06-30 |
| 5 | VNQ | Vanguard Index Fds | 156.0K | $15.0M | $14.4M | 5.12% | -833 | 2026-06-30 |
| 6 | EAGG | iShares TR | 154.2K | $7.3M | $7.0M | 2.50% | +15.4K | 2026-06-30 |
| 7 | SUSL | iShares TR | 50.1K | $6.7M | $6.9M | 2.45% | +858 | 2026-06-30 |
| 8 | VEA | Vanguard Tax-Managed Fds | 88.7K | $6.3M | $6.2M | 2.20% | +1.8K | 2026-06-30 |
| 9 | BSV | Vanguard BD Index Fds | 80.5K | $6.3M | $6.2M | 2.19% | -2,264 | 2026-06-30 |
| 10 | ESML | iShares TR | 101.1K | $5.7M | $5.3M | 1.90% | +1.5K | 2026-06-30 |
| 11 | VTI | Vanguard Index Fds | 14.6K | $5.4M | $5.5M | 1.96% | -1,731 | 2026-06-30 |
| 12 | VSGX | Vanguard World FD | 60.7K | $5.0M | $4.8M | 1.72% | +2.1K | 2026-06-30 |
| 13 | ISTB | iShares TR | 92.2K | $4.4M | $4.4M | 1.55% | -1,978 | 2026-06-30 |
| 14 | AGG | iShares TR | 42.7K | $4.2M | $4.1M | 1.45% | -941 | 2026-06-30 |
| 15 | VOO | Vanguard Index Fds | 6.1K | $4.2M | $4.3M | 1.53% | +468 | 2026-06-30 |
| 16 | SPYM | Spdr Series Trust | 44.0K | $3.9M | $4.0M | 1.42% | -1,589 | 2026-06-30 |
| 17 | IJR | iShares TR | 23.7K | $3.5M | $3.3M | 1.16% | +126 | 2026-06-30 |
| 18 | SCHA | Schwab Strategic TR | 76.0K | $2.7M | $2.5M | 0.88% | -1,848 | 2026-06-30 |
| 19 | VV | Vanguard Index Fds | 7.6K | $2.6M | $2.7M | 0.96% | -688 | 2026-06-30 |
| 20 | VXUS | Vanguard Star Fds | 30.1K | $2.6M | $2.5M | 0.90% | -1,524 | 2026-06-30 |
| 21 | VTEB | Vanguard Mun BD Fds | 34.1K | $1.7M | $1.6M | 0.58% | +4.0K | 2026-06-30 |
| 22 | SUSA | iShares TR | 10.9K | $1.7M | $1.7M | 0.61% | -- | 2026-06-30 |
| 23 | VO | Vanguard Index Fds | 14.6K | $1.2M | $1.2M | 0.42% | +10.8K | 2026-06-30 |
| 24 | AAPL | Apple Inc | 2.7K | $794K | $932K | 0.33% | -19 | 2026-06-30 |
| 25 | MSFT | Microsoft Corp | 1.6K | $600K | $856K | 0.30% | -27 | 2026-06-30 |
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