Latest BLUESTEM FINANCIAL ADVISORS, LLC Stock Portfolio
About BLUESTEM FINANCIAL ADVISORS, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, BLUESTEM FINANCIAL ADVISORS, LLC reported an equity portfolio of $255.5 Millions as of 30 Sep, 2025.
The top stock holdings of BLUESTEM FINANCIAL ADVISORS, LLC are BIV, IJR, VB. The fund has invested 21.5% of it's portfolio in VANGUARD BD INDEX FDS and 21.2% of portfolio in ISHARES TR.
They significantly reduced their stock positions in DBX ETF TR (ACSG), ISHARES TR (IJR) and MICROSOFT CORP (MSFT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB).
The top stock holdings of BLUESTEM FINANCIAL ADVISORS, LLC are BIV, IJR, VB. The fund has invested 21.5% of it's portfolio in VANGUARD BD INDEX FDS and 21.2% of portfolio in ISHARES TR.
They significantly reduced their stock positions in DBX ETF TR (ACSG), ISHARES TR (IJR) and MICROSOFT CORP (MSFT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB).
BLUESTEM FINANCIAL ADVISORS, LLC Annual Return Estimates Vs S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| vanguard bd index fds | 16.57 |
| schwab strategic tr | 8.2 |
| vanguard index fds | 5.72 |
| vanguard intl equity index f | 3.52 |
| vanguard index fds | 3.5 |
| ishares tr | 1.74 |
| ishares tr | 1.25 |
| ishares tr | 1.01 |
Additions to existing portfolio by BLUESTEM FINANCIAL ADVISORS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| dbx etf tr | -23.86 |
| ishares tr | -12.66 |
| microsoft corp | -6.00 |
| spdr s&p 500 etf tr | -5.31 |
| vanguard tax-managed fds | -2.89 |
| vanguard index fds | -2.82 |
| vanguard world fd | -2.77 |
| vanguard star fds | -2.69 |
BLUESTEM FINANCIAL ADVISORS, LLC reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 99.4 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 99.4 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 99.4 |
BLUESTEM FINANCIAL ADVISORS, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of BLUESTEM FINANCIAL ADVISORS, LLC
Last Reported on: 08 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.24 | 2,447 | 623,119 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.56 | 10,507 | 1,425,300 | unchanged | 0.00 | ||
| ACSG | dbx etf tr | 0.10 | 4,285 | 262,863 | reduced | -23.86 | ||
| BGRN | ishares tr | 2.63 | 140,031 | 6,725,670 | added | 1.25 | ||
| BGRN | ishares tr | 2.25 | 49,177 | 5,755,840 | reduced | -0.78 | ||
| BGRN | ishares tr | 1.72 | 97,434 | 4,392,300 | added | 1.01 | ||
| BIL | spdr series trust | 1.55 | 50,545 | 3,959,730 | added | 0.05 | ||
| BIV | vanguard bd index fds | 21.50 | 738,811 | 54,945,400 | added | 16.57 | ||
| BIV | vanguard bd index fds | 2.53 | 81,944 | 6,466,230 | reduced | -1.99 | ||
| EDV | vanguard world fd | 1.56 | 57,519 | 3,990,110 | reduced | -2.77 | ||
| EDV | vanguard world fd | 0.13 | 2,845 | 337,007 | added | 0.04 | ||
| FNDA | schwab strategic tr | 0.88 | 80,747 | 2,252,840 | reduced | -0.4 | ||
| FNDA | schwab strategic tr | 0.21 | 24,647 | 531,634 | added | 8.2 | ||
| IBCE | ishares tr | 2.01 | 105,356 | 5,145,580 | reduced | -0.59 | ||
| IJR | ishares tr | 21.18 | 80,842 | 54,123,900 | added | 1.74 | ||
| IJR | ishares tr | 1.76 | 44,948 | 4,506,000 | reduced | -12.66 | ||
| IJR | ishares tr | 1.16 | 24,937 | 2,963,230 | reduced | -0.68 | ||
| IJR | ishares tr | 0.13 | 5,014 | 327,208 | unchanged | 0.00 | ||
| MSFT | microsoft corp | 0.36 | 1,755 | 908,948 | reduced | -6.00 | ||
| SPY | spdr s&p 500 etf tr | 0.22 | 856 | 570,250 | reduced | -5.31 | ||