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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BLUESTEM FINANCIAL ADVISORS, LLC

Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0001214659-25-006919

Total Value
$213.8M
Positions
28
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (28)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720080,723$45.4M21.22%
2VANGUARD BD INDEX FDS921937835589,339$43.3M20.25%
3VANGUARD INDEX FDS922908751117,451$26.0M12.18%
4VANGUARD INTL EQUITY INDEX F922042775423,139$25.7M12.01%
5VANGUARD INDEX FDS922908553146,797$13.3M6.22%
6VANGUARD BD INDEX FDS92193782790,912$7.1M3.33%
7ISHARES TR46435U549122,160$5.8M2.71%
8ISHARES TR46432F859110,213$5.3M2.49%
9ISHARES TR46428722652,572$5.2M2.43%
10ISHARES TR46435U21851,973$5.0M2.33%
11VANGUARD TAX-MANAGED FDS92194385894,493$4.8M2.25%
12VANGUARD INDEX FDS92290876915,538$4.3M2.00%
13VANGUARD WORLD FD92191072563,234$3.7M1.74%
14ISHARES TR46435U66395,431$3.7M1.71%
15SPDR SER TR78464A85450,397$3.3M1.55%
16ISHARES TR46428780425,554$2.7M1.25%
17VANGUARD INDEX FDS9229086378,372$2.2M1.01%
18ISHARES TR46428880211,312$1.3M0.61%
19VANGUARD INDEX FDS9229086294,253$1.1M0.51%
20MICROSOFT CORPMSFT2,302$864,1090.40%
21VANGUARD STAR FDS92190976813,510$838,9750.39%
22APPLE INCAAPL2,858$634,8650.30%
23SPDR S&P 500 ETF TRSPY904$505,6890.24%
24SCHWAB STRATEGIC TR80852460718,867$442,0610.21%
25SCHWAB STRATEGIC TR80852484720,536$441,7260.21%
26VANGUARD INDEX FDS922908363820$421,3570.20%
27ISHARES TR4642875075,014$292,5610.14%
28VANGUARD WORLD FD9219107332,842$278,3440.13%