13F HOLDINGS REPORT
BLUESTEM FINANCIAL ADVISORS, LLC
Quarter ended Q4 2024 · Filed January 30, 2025 · Accession 0001214659-25-001571
Total Value
$212.5M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 80,320 | $47.3M | 22.26% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 577,706 | $41.5M | 19.55% |
| 3 | VANGUARD INDEX FDS | 922908751 | 113,659 | $27.3M | 12.85% |
| 4 | VANGUARD INTL EQUITY INDEX F | 922042775 | 410,443 | $23.6M | 11.09% |
| 5 | VANGUARD INDEX FDS | 922908553 | 144,611 | $12.9M | 6.06% |
| 6 | VANGUARD BD INDEX FDS | 921937827 | 91,210 | $7.0M | 3.32% |
| 7 | ISHARES TR | 46435U549 | 119,551 | $5.6M | 2.61% |
| 8 | ISHARES TR | 46432F859 | 111,905 | $5.3M | 2.52% |
| 9 | ISHARES TR | 46435U218 | 51,847 | $5.3M | 2.51% |
| 10 | VANGUARD TAX-MANAGED FDS | 921943858 | 96,448 | $4.6M | 2.17% |
| 11 | VANGUARD INDEX FDS | 922908769 | 15,570 | $4.5M | 2.12% |
| 12 | ISHARES TR | 46435U663 | 99,663 | $4.2M | 1.97% |
| 13 | ISHARES TR | 464287226 | 39,952 | $3.9M | 1.82% |
| 14 | VANGUARD WORLD FD | 921910725 | 62,061 | $3.5M | 1.66% |
| 15 | SPDR SER TR | 78464A854 | 50,380 | $3.5M | 1.63% |
| 16 | ISHARES TR | 464287804 | 25,550 | $2.9M | 1.39% |
| 17 | VANGUARD INDEX FDS | 922908637 | 8,508 | $2.3M | 1.08% |
| 18 | ISHARES TR | 464288802 | 11,312 | $1.4M | 0.65% |
| 19 | VANGUARD INDEX FDS | 922908629 | 4,244 | $1.1M | 0.53% |
| 20 | MICROSOFT CORP | MSFT | 2,428 | $1.0M | 0.48% |
| 21 | VANGUARD STAR FDS | 921909768 | 13,510 | $796,147 | 0.37% |
| 22 | APPLE INC | AAPL | 3,101 | $776,564 | 0.37% |
| 23 | SPDR S&P 500 ETF TR | SPY | 904 | $529,816 | 0.25% |
| 24 | SCHWAB STRATEGIC TR | 808524607 | 19,542 | $505,367 | 0.24% |
| 25 | SCHWAB STRATEGIC TR | 808524847 | 20,510 | $431,950 | 0.20% |
| 26 | ISHARES TR | 464287507 | 5,014 | $312,417 | 0.15% |
| 27 | VANGUARD WORLD FD | 921910733 | 2,840 | $297,855 | 0.14% |