The Analysis of BLUESTEM FINANCIAL ADVISORS, LLC's Holdings
Currently, BLUESTEM FINANCIAL ADVISORS, LLC holds 30 types of securities in its portfolio with a total value $258.9M. In the most recent quarter, they have increased their positions in VUG (+1.2K shares, valued at $570.9K), BND (+6.4K shares, valued at $470.7K), VTI (+466 shares, valued at $156.2K); decreased their positions in IVV (-994 shares, valued at $680.8K), VXUS (-1.8K shares, valued at $138.9K), AGG (-1.1K shares, valued at $112.7K); initiated new positions in VUG (+1.2K shares, valued at $570.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS745.2K shares0.86%2025-12-312026-01-21
IVV ISHARES TR79.8K shares-1.23%2025-12-312026-01-21 VEU VANGUARD INTL EQUITY INDEX429.6K shares0.21%2025-12-312026-01-21 VB VANGUARD INDEX FDS121.1K shares0.04%2025-12-312026-01-21 VNQ VANGUARD INDEX FDS155.7K shares0.10%2025-12-312026-01-21 EAGG ISHARES TR139.0K shares-0.70%2025-12-312026-01-21 BSV VANGUARD BD INDEX FDS81.7K shares-0.27%2025-12-312026-01-21 SUSL ISHARES TR49.1K shares-0.09%2025-12-312026-01-21 VEA VANGUARD TAX-MANAGED FDS88.8K shares-0.41%2025-12-312026-01-21 VTI VANGUARD INDEX FDS15.7K shares3.07%2025-12-312026-01-21 ISTB ISHARES TR106.5K shares1.06%2025-12-312026-01-21 ESML ISHARES TR98.7K shares1.27%2025-12-312026-01-21 AGG ISHARES TR43.8K shares-2.51%2025-12-312026-01-21 VSGX VANGUARD WORLD FD58.1K shares1.09%2025-12-312026-01-21 SPYM SPDR SERIES TRUST49.8K shares-1.43%2025-12-312026-01-21 IJR ISHARES TR24.7K shares-1.04%2025-12-312026-01-21 VV VANGUARD INDEX FDS8.3K shares-0.49%2025-12-312026-01-21 VXUS VANGUARD STAR FDS32.1K shares-5.43%2025-12-312026-01-21 SCHA SCHWAB STRATEGIC TR77.8K shares-3.65%2025-12-312026-01-21 SUSA ISHARES TR10.5K shares0.00%2025-12-312026-01-21 VO VANGUARD INDEX FDS3.9K shares1.52%2025-12-312026-01-21 AAPL APPLE INC2.9K shares20.47%2025-12-312026-01-21 MSFT MICROSOFT CORP1.6K shares-7.18%2025-12-312026-01-21 VUG VANGUARD INDEX FDS1.2K sharesnew addition2025-12-312026-01-21 SPY SPDR S&P 500 ETF TR786 shares-8.18%2025-12-312026-01-21 SCHH SCHWAB STRATEGIC TR24.6K shares-0.15%2025-12-312026-01-21 IJH ISHARES TR5.1K shares0.96%2025-12-312026-01-21 ESGV VANGUARD WORLD FD2.5K shares-13.81%2025-12-312026-01-21 USSG DBX ETF TR4.3K shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available