§ 13F · FUND PROFILE
BLUESTEM FINANCIAL ADVISORS, LLC.
AUM · $286M (13F)Positions · 34Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$438K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 814K | $60M | 20.9% | +12% |
| 2 | IVV | ISHARES TR | 78K | $59M | 20.5% | −5% |
| 3 | VB | VANGUARD INDEX FDS | 121K | $37M | 12.8% | −2% |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | 426K | $36M | 12.5% | −2% |
| 5 | VNQ | VANGUARD INDEX FDS | 156K | $15M | 5.3% | −1% |
| 6 | EAGG | ISHARES TR | 154K | $7M | 2.6% | +11% |
| 7 | SUSL | ISHARES TR | 50K | $7M | 2.3% | +2% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 89K | $6M | 2.2% | +2% |
| 9 | BSV | VANGUARD BD INDEX FDS | 80K | $6M | 2.2% | −3% |
| 10 | ESML | ISHARES TR | 101K | $6M | 2.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUESTEM SIGNAL
AC read
BLUESTEM FINANCIAL ADVISORS, LLC is a Other fund managing $286 million in assets. The fund runs a portfolio of 34 positions.
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