Filed: 5/5/2025ACC: 0001214659-25-006919
📋 What this filing means
BLUESTEM FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $213.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$213.80M
Total AUM (reported)
2.22M
Total Shares
Allocation by class
CORE S&P500 ETF$45.36M21.2%
TOTAL BND MRKT$43.29M20.2%
SMALL CP ETF$26.04M12.2%
ALLWRLD EX US$25.67M12.0%
REAL ESTATE ETF$13.29M6.2%
SHORT TRM BOND$7.12M3.3%
ESG AWR US AGRGT$5.80M2.7%
Portfolio Concentration
Top 3$114.69M53.6%
4–10$67.38M31.5%
11–25$30.73M14.4%
Rest$992.3K0.5%
Top 3 weight
53.6%
Top 10 weight
85.2%
Voting Authority Distribution
Total shares with voting rights: 2.22M
Sole
Full voting authority
2.22M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
ISHARES TR
SOLEShares80.72K
TypeSH
Market value$45.36M
21.22%
Sole
80.72K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares589.34K
TypeSH
Market value$43.29M
20.25%
Sole
589.34K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares117.45K
TypeSH
Market value$26.04M
12.18%
Sole
117.45K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares423.14K
TypeSH
Market value$25.67M
12.01%
Sole
423.14K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares146.80K
TypeSH
Market value$13.29M
6.22%
Sole
146.80K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares90.91K
TypeSH
Market value$7.12M
3.33%
Sole
90.91K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares122.16K
TypeSH
Market value$5.80M
2.71%
Sole
122.16K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares110.21K
TypeSH
Market value$5.33M
2.49%
Sole
110.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares52.57K
TypeSH
Market value$5.20M
2.43%
Sole
52.57K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares51.97K
TypeSH
Market value$4.98M
2.33%
Sole
51.97K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares94.49K
TypeSH
Market value$4.80M
2.25%
Sole
94.49K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares15.54K
TypeSH
Market value$4.27M
2.00%
Sole
15.54K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares63.23K
TypeSH
Market value$3.73M
1.74%
Sole
63.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares95.43K
TypeSH
Market value$3.67M
1.71%
Sole
95.43K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares50.40K
TypeSH
Market value$3.31M
1.55%
Sole
50.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares25.55K
TypeSH
Market value$2.67M
1.25%
Sole
25.55K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.37K
TypeSH
Market value$2.15M
1.01%
Sole
8.37K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.31K
TypeSH
Market value$1.30M
0.61%
Sole
11.31K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.25K
TypeSH
Market value$1.10M
0.51%
Sole
4.25K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.30K
TypeSH
Market value$864.1K
0.40%
Sole
2.30K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares13.51K
TypeSH
Market value$839.0K
0.39%
Sole
13.51K
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.86K
TypeSH
Market value$634.9K
0.30%
Sole
2.86K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares904.00
TypeSH
Market value$505.7K
0.24%
Sole
904.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares18.87K
TypeSH
Market value$442.1K
0.21%
Sole
18.87K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares20.54K
TypeSH
Market value$441.7K
0.21%
Sole
20.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 80.72K | SH | $45.36M 21.22% | 80.72K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 589.34K | SH | $43.29M 20.25% | 589.34K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 117.45K | SH | $26.04M 12.18% | 117.45K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 423.14K | SH | $25.67M 12.01% | 423.14K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 146.80K | SH | $13.29M 6.22% | 146.80K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 90.91K | SH | $7.12M 3.33% | 90.91K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR US AGRGT | 122.16K | SH | $5.80M 2.71% | 122.16K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 110.21K | SH | $5.33M 2.49% | 110.21K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 52.57K | SH | $5.20M 2.43% | 52.57K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI LEADR | 51.97K | SH | $4.98M 2.33% | 51.97K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 94.49K | SH | $4.80M 2.25% | 94.49K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.54K | SH | $4.27M 2.00% | 15.54K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 63.23K | SH | $3.73M 1.74% | 63.23K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWARE MSCI | 95.43K | SH | $3.67M 1.71% | 95.43K | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 50.40K | SH | $3.31M 1.55% | 50.40K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 25.55K | SH | $2.67M 1.25% | 25.55K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 8.37K | SH | $2.15M 1.01% | 8.37K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA ESG SLC | 11.31K | SH | $1.30M 0.61% | 11.31K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 4.25K | SH | $1.10M 0.51% | 4.25K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.30K | SH | $864.1K 0.40% | 2.30K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 13.51K | SH | $839.0K 0.39% | 13.51K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.86K | SH | $634.9K 0.30% | 2.86K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 904.00 | SH | $505.7K 0.24% | 904.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 18.87K | SH | $442.1K 0.21% | 18.87K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 20.54K | SH | $441.7K 0.21% | 20.54K | 0.00 | 0.00 |
Page 1 of 2