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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 Q2 2025 · Filed July 23, 2025 · Accession 0001214659-25-010809

Total Value
$233.3M
Positions
29
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (29)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720079,459$49.3M21.15%
2VANGUARD BD INDEX FDS921937835633,811$46.7M20.01%
3VANGUARD INTL EQUITY INDEX F922042775414,126$27.8M11.93%
4VANGUARD INDEX FDS922908751116,954$27.7M11.88%
5VANGUARD INDEX FDS922908553147,167$13.1M5.62%
6VANGUARD BD INDEX FDS92193782783,612$6.6M2.82%
7ISHARES TR46435U549138,303$6.6M2.82%
8ISHARES TR46435U21849,563$5.4M2.30%
9VANGUARD TAX-MANAGED FDS92194385891,811$5.2M2.24%
10ISHARES TR46432F859105,976$5.2M2.21%
11ISHARES TR46428722651,464$5.1M2.19%
12VANGUARD INDEX FDS92290876915,242$4.6M1.99%
13ISHARES TR46435U66396,462$4.0M1.71%
14VANGUARD WORLD FD92191072559,155$3.9M1.66%
15SPDR SERIES TRUST78464A85450,518$3.7M1.57%
16VANGUARD INDEX FDS9229083635,265$3.0M1.28%
17ISHARES TR46428780425,107$2.7M1.18%
18VANGUARD STAR FDS92190976834,851$2.4M1.03%
19VANGUARD INDEX FDS9229086378,372$2.4M1.02%
20SCHWAB STRATEGIC TR80852460781,074$2.1M0.88%
21ISHARES TR46428880210,507$1.3M0.57%
22VANGUARD INDEX FDS9229086293,930$1.1M0.47%
23MICROSOFT CORPMSFT1,867$928,6130.40%
24SPDR S&P 500 ETF TRSPY904$558,5360.24%
25APPLE INCAAPL2,447$502,0750.22%
26SCHWAB STRATEGIC TR80852484722,779$482,0020.21%
27DBX ETF TR2330511505,628$320,1210.14%
28VANGUARD WORLD FD9219107332,844$311,7670.13%
29ISHARES TR4642875075,014$310,9630.13%