BLUESTEM FINANCIAL ADVISORS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
BLUESTEM FINANCIAL ADVISORS, LLC 13F Holdings
CIK 0001820680 · CHAMPAIGN, IL
As of Sep 30, 2025, BLUESTEM FINANCIAL ADVISORS, LLC reported
29 positions worth $255.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 738,811 | $54.9M | 21.50% |
| ISHARES CORE S&P 500 ETF | IVV | — | 80,842 | $54.1M | 21.18% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 121,045 | $30.8M | 12.04% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 428,697 | $30.6M | 11.97% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 155,579 |
|
4.2M5.57% |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | EAGG | — | 140,031 | $6.7M | 2.63% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 81,944 | $6.5M | 2.53% |
| ISHARES ESG MSCI USA LEADERS ETF | SUSL | — | 49,177 | $5.8M | 2.25% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 89,156 | $5.3M | 2.09% |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ISTB | — | 105,356 | $5.1M | 2.01% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 15,199 | $5.0M | 1.95% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 44,948 | $4.5M | 1.76% |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ESML | — | 97,434 | $4.4M | 1.72% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 57,519 | $4.0M | 1.56% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 50,545 | $4.0M | 1.55% |
| VANGUARD 500 INDEX FUND | VOO | — | 5,267 | $3.2M | 1.26% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 24,937 | $3.0M | 1.16% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 8,313 | $2.6M | 1.00% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 33,915 | $2.5M | 0.97% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 80,747 | $2.3M | 0.88% |
| ISHARES ESG OPTIMIZED MSCI USA ETF | SUSA | — | 10,507 |
.4M | 0.56% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 3,819 |
.1M | 0.44% |
| MICROSOFT CORP | MSFT | Technology | 1,755 | $908.9K | 0.36% |
| APPLE INC | AAPL | Technology | 2,447 | $623.1K | 0.24% |
| SPDR S&P 500 ETF TRUST | SPY | — | 856 | $570.3K | 0.22% |