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 $285.5M across 34 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BND ($59.8M, 20.94%), IVV ($58.5M, 20.49%), VB ($36.7M, 12.85%), VEU ($35.7M, 12.49%), VNQ ($15.0M, 5.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $59.8M | 20.94% | 814,283 | Added |
| 2 | IVV | ISHARES TR | $58.5M | 20.49% | 78,119 | Trimmed |
| 3 | VB | VANGUARD INDEX FDS | $36.7M | 12.85% | 120,996 | Trimmed |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | $35.7M | 12.49% | 425,716 | Trimmed |
| 5 | VNQ | VANGUARD INDEX FDS | $15.0M | 5.27% | 155,978 | Trimmed |
| 6 | EAGG | ISHARES TR | $7.3M | 2.56% | 154,210 | Added |
| 7 | SUSL | ISHARES TR | $6.7M | 2.33% | 50,128 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $6.3M | 2.21% | 88,670 | Added |
| 9 | BSV | VANGUARD BD INDEX FDS | $6.3M | 2.20% | 80,452 | Trimmed |
| 10 | ESML | ISHARES TR | $5.7M | 1.98% | 101,057 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $5.4M | 1.89% | 14,581 | Trimmed |
| 12 | VSGX | VANGUARD WORLD FD | $5.0M | 1.75% | 60,742 | Added |
| 13 | ISTB | ISHARES TR | $4.4M | 1.56% | 92,217 | Trimmed |
| 14 | AGG | ISHARES TR | $4.2M | 1.48% | 42,691 | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $4.2M | 1.47% | 6,095 | Added |
| 16 | SPLG | SPDR SERIES TRUST | $3.9M | 1.35% | 43,984 | Trimmed |
| 17 | IJR | ISHARES TR | $3.5M | 1.23% | 23,721 | Added |
| 18 | SCHA | SCHWAB STRATEGIC TR | $2.7M | 0.96% | 75,957 | Trimmed |
| 19 | VV | VANGUARD INDEX FDS | $2.6M | 0.91% | 7,590 | Trimmed |
| 20 | VXUS | VANGUARD STAR FDS | $2.6M | 0.90% | 30,144 | Trimmed |
| 21 | VTEB | VANGUARD MUN BD FDS | $1.7M | 0.60% | 34,086 | Added |
| 22 | SUSA | ISHARES TR | $1.7M | 0.59% | 10,861 | Hold |
| 23 | VO | VANGUARD INDEX FDS | $1.2M | 0.41% | 14,633 | Added |
| 24 | AAPL | APPLE INC | $794,092 | 0.28% | 2,744 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $600,944 | 0.21% | 1,611 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30