Filer Name: BLUESTEM FINANCIAL ADVISORS, LLC
CIK: 1820680
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 27
Portfolio Value: $0.21B

Bluestem Financial Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 80,320 $47M 22.26% 0.1% -
BND US VANGUARD TOTAL BOND MARKET 577,706 $42M 19.55% 5.0% -
VB US VANGUARD SMALL-CAP ETF 113,659 $27M 12.85% 0.0% -
VEU US VANGUARD FTSE ALL-WORLD EX-U 410,443 $24M 11.09% 4.6% -
VNQ US VANGUARD REAL ESTATE ETF 144,611 $13M 6.06% 0.8% -
BSV US VANGUARD SHORT-TERM BOND ETF 91,210 $7M 3.32% -5.1% -
EAGG US ISHARES ESG AWARE US AGGREGA 119,551 $6M 2.61% 13.7% -
ISTB US ISHARES CORE 1-5 YEAR USD BO 111,905 $5M 2.52% -10.0% -
SUSL US ISHARES ESG MSCI USA LEADERS 51,847 $5M 2.51% 2.7% -
VEA US VANGUARD FTSE DEVELOPED ETF 96,448 $5M 2.17% 0.5% -
VTI US VANGUARD TOTAL STOCK MKT ETF 15,570 $5M 2.12% -0.7% -
ESML US ISHARES ESG AWARE MSCI USA S 99,663 $4M 1.97% 0.5% -
AGG US ISHARES CORE U.S. AGGREGATE 39,952 $4M 1.82% 2.2% -
VSGX US VANGUARD ESG INTL STOCK ETF 62,061 $4M 1.66% 2.0% -
SPLG US SPDR PORTFOLIO S&P 500 ETF 50,380 $3M 1.63% -0.8% -
IJR US ISHARES CORE S&P SMALL-CAP E 25,550 $3M 1.39% 0.1% -
VV US VANGUARD LARGE-CAP ETF 8,508 $2M 1.08% -0.7% -
SUSA US ISHARES MSCI USA ESG SELECT 11,312 $1M 0.65% -1.3% -
VO US VANGUARD MID-CAP ETF 4,244 $1M 0.53% -2.9% -
MSFT US MICROSOFT CORP 2,428 $1M 0.48% 17.5% -
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