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BLUESTEM FINANCIAL ADVISORS, LLC
Period ended Sep 30, 2026 · Latest filing Oct 20, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $286,352,142
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $59,370,561
- VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $54,364,922
- VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US · 922042775 · shares: $35,682,284
- VANGUARD INDEX FDS · MRNGSTR SML CAP · 922908751 · shares: $35,018,501
- VANGUARD INDEX FDS · REAL ESTATE ETF · 922908553 · shares: $13,930,448
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $11,975,920
- ISHARES TR · ESG MSCI LEADR · 46435U218 · shares: $8,300,795
- ISHARES TR · ESG AWR US AGRGT · 46435U549 · shares: $7,641,916
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $5,975,976
- VANGUARD BD INDEX FDS · SHORT TRM BOND · 921937827 · shares: $5,754,305
Reported holdings
34 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 77,522 shares | $59,370,561 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 774,981 shares | $54,364,922 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 430,062 shares | $35,682,284 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 123,092 shares | $35,018,501 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 155,422 shares | $13,930,448 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 126,676 shares | $11,975,920 |
| ISHARES TR | ESG MSCI LEADR | 46435U218 | — | 60,907 shares | $8,300,795 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 | — | 168,882 shares | $7,641,916 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 84,634 shares | $5,975,976 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 75,318 shares | $5,754,305 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 105,513 shares | $5,486,683 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 64,984 shares | $5,268,248 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 13,835 shares | $5,177,696 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 | — | 95,317 shares | $4,503,724 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 43,961 shares | $3,945,936 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 5,568 shares | $3,902,529 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 22,656 shares | $3,082,154 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 7,590 shares | $2,670,715 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 30,350 shares | $2,578,525 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 77,420 shares | $2,526,222 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 34,086 shares | $1,614,313 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 9,180 shares | $1,429,102 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 14,510 shares | $1,137,898 |
| APPLE INC | COM | 037833100 | — | 3,097 shares | $1,031,294 |
| MICROSOFT CORP | COM | 594918104 | — | 1,952 shares | $1,001,210 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 791 shares | $603,240 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | — | 24,636 shares | $542,980 |
| AMPHENOL CORP | CL A | 032095101 | — | 3,802 shares | $320,474 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 2,350 shares | $318,491 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 3,745 shares | $269,453 |
| REVOLUTION MEDICINES INC | COM | 76155X100 | — | 1,256 shares | $257,754 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 484 shares | $241,221 |
| DBX ETF TR | XTRACKERS MSCI | 233051150 | — | 3,138 shares | $223,708 |
| CATERPILLAR INC | COM | 149123101 | — | 250 shares | $202,944 |