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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 Q3 2025 · Filed October 8, 2025 · Accession 0001214659-25-014749

Total Value
$255.5M
Positions
29
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (29)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS921937835738,811$54.9M21.50%
2ISHARES TR46428720080,842$54.1M21.18%
3VANGUARD INDEX FDS922908751121,045$30.8M12.04%
4VANGUARD INTL EQUITY INDEX F922042775428,697$30.6M11.97%
5VANGUARD INDEX FDS922908553155,579$14.2M5.57%
6ISHARES TR46435U549140,031$6.7M2.63%
7VANGUARD BD INDEX FDS92193782781,944$6.5M2.53%
8ISHARES TR46435U21849,177$5.8M2.25%
9VANGUARD TAX-MANAGED FDS92194385889,156$5.3M2.09%
10ISHARES TR46432F859105,356$5.1M2.01%
11VANGUARD INDEX FDS92290876915,199$5.0M1.95%
12ISHARES TR46428722644,948$4.5M1.76%
13ISHARES TR46435U66397,434$4.4M1.72%
14VANGUARD WORLD FD92191072557,519$4.0M1.56%
15SPDR SERIES TRUST78464A85450,545$4.0M1.55%
16VANGUARD INDEX FDS9229083635,267$3.2M1.26%
17ISHARES TR46428780424,937$3.0M1.16%
18VANGUARD INDEX FDS9229086378,313$2.6M1.00%
19VANGUARD STAR FDS92190976833,915$2.5M0.97%
20SCHWAB STRATEGIC TR80852460780,747$2.3M0.88%
21ISHARES TR46428880210,507$1.4M0.56%
22VANGUARD INDEX FDS9229086293,819$1.1M0.44%
23MICROSOFT CORPMSFT1,755$908,9480.36%
24APPLE INCAAPL2,447$623,1190.24%
25SPDR S&P 500 ETF TRSPY856$570,2500.22%
26SCHWAB STRATEGIC TR80852484724,647$531,6340.21%
27VANGUARD WORLD FD9219107332,845$337,0070.13%
28ISHARES TR4642875075,014$327,2080.13%
29DBX ETF TR2330511504,285$262,8630.10%