BLUESTEM FINANCIAL ADVISORS, LLC
33 holdingsFiling period: 2026-03-31Current AUM: $281.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 81.9K | $53.5M | $61.4M | 21.81% | +2.0K | 2026-03-31 |
| 2 | BND | VANGUARD BD INDEX FDS | 726.0K | $53.5M | $52.4M | 18.61% | -19,214 | 2026-03-31 |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 436.0K | $32.7M | $36.1M | 12.82% | +6.4K | 2026-03-31 |
| 4 | VB | VANGUARD INDEX FDS | 123.6K | $32.4M | $36.5M | 12.95% | +2.5K | 2026-03-31 |
| 5 | VNQ | VANGUARD INDEX FDS | 156.8K | $13.9M | $15.5M | 5.51% | +1.1K | 2026-03-31 |
| 6 | EAGG | ISHARES TR | 138.8K | $6.6M | $6.5M | 2.30% | -279 | 2026-03-31 |
| 7 | BSV | VANGUARD BD INDEX FDS | 82.7K | $6.5M | $6.4M | 2.28% | +994 | 2026-03-31 |
| 8 | SUSL | ISHARES TR | 49.3K | $5.6M | $6.5M | 2.32% | +138 | 2026-03-31 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 86.8K | $5.6M | $6.1M | 2.18% | -1,948 | 2026-03-31 |
| 10 | VTI | VANGUARD INDEX FDS | 16.3K | $5.2M | $6.0M | 2.13% | +647 | 2026-03-31 |
| 11 | ESML | ISHARES TR | 99.5K | $4.7M | $5.3M | 1.90% | +843 | 2026-03-31 |
| 12 | ISTB | ISHARES TR | 94.2K | $4.6M | $4.5M | 1.61% | -12,280 | 2026-03-31 |
| 13 | AGG | ISHARES TR | 43.6K | $4.3M | $4.2M | 1.51% | -188 | 2026-03-31 |
| 14 | VSGX | VANGUARD WORLD FD | 58.7K | $4.2M | $4.7M | 1.67% | +521 | 2026-03-31 |
| 15 | SPYM | SPDR SERIES TRUST | 45.6K | $3.5M | $4.0M | 1.42% | -4,248 | 2026-03-31 |
| 16 | VOO | VANGUARD INDEX FDS | 5.6K | $3.4M | $3.9M | 1.37% | +293 | 2026-03-31 |
| 17 | IJR | ISHARES TR | 23.6K | $2.9M | $3.4M | 1.22% | -1,082 | 2026-03-31 |
| 18 | VV | VANGUARD INDEX FDS | 8.3K | $2.5M | $2.8M | 1.01% | +6 | 2026-03-31 |
| 19 | VXUS | VANGUARD STAR FDS | 31.7K | $2.4M | $2.7M | 0.95% | -406 | 2026-03-31 |
| 20 | SCHA | SCHWAB STRATEGIC TR | 77.8K | $2.3M | $2.6M | 0.93% | +5 | 2026-03-31 |
| 21 | VTEB | VANGUARD MUN BD FDS | 30.1K | $1.5M | $1.5M | 0.53% | -- | 2026-03-31 |
| 22 | SUSA | ISHARES TR | 10.9K | $1.4M | $1.7M | 0.59% | +354 | 2026-03-31 |
| 23 | VO | VANGUARD INDEX FDS | 3.9K | $1.1M | $1.3M | 0.45% | +2 | 2026-03-31 |
| 24 | ITOT | ISHARES TR | 5.8K | $821K | $943K | 0.33% | -- | 2026-03-31 |
| 25 | AAPL | APPLE INC | 2.8K | $701K | $853K | 0.30% | -185 | 2026-03-31 |
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