Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BLUESTEM FINANCIAL ADVISORS, LLC (CIK 1820680) reported $258.9M across 33 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($53.5M, 20.66%), BND ($53.5M, 20.64%), VEU ($32.7M, 12.65%), VB ($32.4M, 12.50%), VNQ ($13.9M, 5.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $53.5M | 20.66% | 81,893 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $53.5M | 20.64% | 725,952 | Trimmed |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $32.7M | 12.65% | 436,044 | Added |
| 4 | VB | VANGUARD INDEX FDS | $32.4M | 12.50% | 123,580 | Added |
| 5 | VNQ | VANGUARD INDEX FDS | $13.9M | 5.37% | 156,811 | Added |
| 6 | EAGG | ISHARES TR | $6.6M | 2.55% | 138,765 | Trimmed |
| 7 | BSV | VANGUARD BD INDEX FDS | $6.5M | 2.50% | 82,716 | Added |
| 8 | SUSL | ISHARES TR | $5.6M | 2.16% | 49,270 | Added |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $5.6M | 2.15% | 86,840 | Trimmed |
| 10 | VTI | VANGUARD INDEX FDS | $5.2M | 2.02% | 16,312 | Added |
| 11 | ESML | ISHARES TR | $4.7M | 1.81% | 99,516 | Added |
| 12 | ISTB | ISHARES TR | $4.6M | 1.76% | 94,195 | Trimmed |
| 13 | AGG | ISHARES TR | $4.3M | 1.67% | 43,632 | Trimmed |
| 14 | VSGX | VANGUARD WORLD FD | $4.2M | 1.63% | 58,666 | Added |
| 15 | SPLG | SPDR SERIES TRUST | $3.5M | 1.35% | 45,573 | Trimmed |
| 16 | VOO | VANGUARD INDEX FDS | $3.4M | 1.30% | 5,627 | Added |
| 17 | IJR | ISHARES TR | $2.9M | 1.13% | 23,595 | Trimmed |
| 18 | VV | VANGUARD INDEX FDS | $2.5M | 0.96% | 8,278 | Added |
| 19 | VXUS | VANGUARD STAR FDS | $2.4M | 0.94% | 31,668 | Trimmed |
| 20 | SCHA | SCHWAB STRATEGIC TR | $2.3M | 0.87% | 77,805 | Added |
| 21 | VTEB | VANGUARD MUN BD FDS | $1.5M | 0.58% | 30,112 | New |
| 22 | SUSA | ISHARES TR | $1.4M | 0.55% | 10,861 | Added |
| 23 | VO | VANGUARD INDEX FDS | $1.1M | 0.43% | 3,879 | Added |
| 24 | ITOT | ISHARES TR | $821,665 | 0.32% | 5,769 | New |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $697,941 | 0.27% | 1,073 | Added |
Source: SEC Form 13F filings · as of 2026-03-31