Filed: 7/23/2025ACC: 0001214659-25-010809
📋 What this filing means
BLUESTEM FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $233.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$233.28M
Total AUM (reported)
2.34M
Total Shares
Allocation by class
CORE S&P500 ETF$49.34M21.1%
TOTAL BND MRKT$46.67M20.0%
ALLWRLD EX US$27.84M11.9%
SMALL CP ETF$27.72M11.9%
REAL ESTATE ETF$13.11M5.6%
SHORT TRM BOND$6.58M2.8%
ESG AWR US AGRGT$6.57M2.8%
Portfolio Concentration
Top 3$123.84M53.1%
4–10$69.74M29.9%
11–25$38.27M16.4%
Rest$1.42M0.6%
Top 3 weight
53.1%
Top 10 weight
83.0%
Voting Authority Distribution
Total shares with voting rights: 2.34M
Sole
Full voting authority
2.34M
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)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
ISHARES TR
SOLEShares79.46K
TypeSH
Market value$49.34M
21.15%
Sole
79.46K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares633.81K
TypeSH
Market value$46.67M
20.01%
Sole
633.81K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares414.13K
TypeSH
Market value$27.84M
11.93%
Sole
414.13K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares116.95K
TypeSH
Market value$27.72M
11.88%
Sole
116.95K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares147.17K
TypeSH
Market value$13.11M
5.62%
Sole
147.17K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares83.61K
TypeSH
Market value$6.58M
2.82%
Sole
83.61K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares138.30K
TypeSH
Market value$6.57M
2.82%
Sole
138.30K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares49.56K
TypeSH
Market value$5.37M
2.30%
Sole
49.56K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares91.81K
TypeSH
Market value$5.23M
2.24%
Sole
91.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares105.98K
TypeSH
Market value$5.16M
2.21%
Sole
105.98K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares51.46K
TypeSH
Market value$5.11M
2.19%
Sole
51.46K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares15.24K
TypeSH
Market value$4.63M
1.99%
Sole
15.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares96.46K
TypeSH
Market value$3.99M
1.71%
Sole
96.46K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares59.16K
TypeSH
Market value$3.87M
1.66%
Sole
59.16K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares50.52K
TypeSH
Market value$3.67M
1.57%
Sole
50.52K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.26K
TypeSH
Market value$2.99M
1.28%
Sole
5.26K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares25.11K
TypeSH
Market value$2.74M
1.18%
Sole
25.11K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares34.85K
TypeSH
Market value$2.41M
1.03%
Sole
34.85K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.37K
TypeSH
Market value$2.39M
1.02%
Sole
8.37K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares81.07K
TypeSH
Market value$2.05M
0.88%
Sole
81.07K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.51K
TypeSH
Market value$1.33M
0.57%
Sole
10.51K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.93K
TypeSH
Market value$1.10M
0.47%
Sole
3.93K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.87K
TypeSH
Market value$928.6K
0.40%
Sole
1.87K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares904.00
TypeSH
Market value$558.5K
0.24%
Sole
904.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.45K
TypeSH
Market value$502.1K
0.22%
Sole
2.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 79.46K | SH | $49.34M 21.15% | 79.46K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 633.81K | SH | $46.67M 20.01% | 633.81K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 414.13K | SH | $27.84M 11.93% | 414.13K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 116.95K | SH | $27.72M 11.88% | 116.95K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 147.17K | SH | $13.11M 5.62% | 147.17K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 83.61K | SH | $6.58M 2.82% | 83.61K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR US AGRGT | 138.30K | SH | $6.57M 2.82% | 138.30K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI LEADR | 49.56K | SH | $5.37M 2.30% | 49.56K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 91.81K | SH | $5.23M 2.24% | 91.81K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 105.98K | SH | $5.16M 2.21% | 105.98K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 51.46K | SH | $5.11M 2.19% | 51.46K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.24K | SH | $4.63M 1.99% | 15.24K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWARE MSCI | 96.46K | SH | $3.99M 1.71% | 96.46K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 59.16K | SH | $3.87M 1.66% | 59.16K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 50.52K | SH | $3.67M 1.57% | 50.52K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.26K | SH | $2.99M 1.28% | 5.26K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 25.11K | SH | $2.74M 1.18% | 25.11K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 34.85K | SH | $2.41M 1.03% | 34.85K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 8.37K | SH | $2.39M 1.02% | 8.37K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 81.07K | SH | $2.05M 0.88% | 81.07K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG OPTIMIZED | 10.51K | SH | $1.33M 0.57% | 10.51K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.93K | SH | $1.10M 0.47% | 3.93K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.87K | SH | $928.6K 0.40% | 1.87K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 904.00 | SH | $558.5K 0.24% | 904.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.45K | SH | $502.1K 0.22% | 2.45K | 0.00 | 0.00 |
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