BLUESTEM FINANCIAL ADVISORS, LLC
CIK: 0001820680SEC EDGAR →
Portfolio Value
$258.9B
Holdings
30
As of
Q4 2025
New Positions
0
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 745,166 | $55.2B | 21.32% |
| 2 | ISHARES TR | 79,848 | $54.7B | 21.13% |
| 3 | VANGUARD INTL EQUITY INDEX | 429,601 | $31.6B | 12.21% |
| 4 | VANGUARD INDEX FDS | 121,099 | $31.2B | 12.07% |
| 5 | VANGUARD INDEX FDS | 155,732 | $13.8B | 5.32% |
| 6 | ISHARES TR | 139,044 | $6.7B | 2.57% |
| 7 | VANGUARD BD INDEX FDS | 81,722 | $6.4B | 2.49% |
| 8 | ISHARES TR | 49,132 | $6.0B | 2.30% |
| 9 | VANGUARD TAX-MANAGED FDS | 88,788 | $5.5B | 2.14% |
| 10 | VANGUARD INDEX FDS | 15,665 | $5.3B | 2.03% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $257.3B | 99.4% |
| Technology | 2 | $1.6B | 0.6% |