Institutional Manager · CIK 0001820680
BLUESTEM FINANCIAL ADVISORS, LLC
CHAMPAIGN, IL · File #028-20314
Latest AUM
$258.9M
Positions
30
Top-10 Concentration
83.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202530 pos · $258.9M
- 13F HOLDINGS REPORTQ/E Sep 202529 pos · $255.5M
- 13F HOLDINGS REPORTQ/E Jun 202529 pos · $233.3M
- 13F HOLDINGS REPORTQ/E Mar 202528 pos · $213.8M
- 13F HOLDINGS REPORTQ/E Dec 202427 pos · $212.5M
- 13F HOLDINGS REPORTQ/E Sep 202427 pos · $214.3M
- 13F HOLDINGS REPORTQ/E Jun 202427 pos · $197.9M
- 13F HOLDINGS REPORTQ/E Mar 202428 pos · $193.5M
- 13F HOLDINGS REPORTQ/E Dec 202325 pos · $163.9M
- 13F HOLDINGS REPORTQ/E Sep 202325 pos · $165.4M
- 13F HOLDINGS REPORTQ/E Jun 202326 pos · $162.4M
- 13F HOLDINGS REPORTQ/E Mar 202326 pos · $152.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 921937835 | 745,166 | $55.2M | 21.32% |
| 2 | ISHARES TR | 464287200 | 79,848 | $54.7M | 21.13% |
| 3 | VANGUARD INTL EQUITY INDEX | 922042775 | 429,601 | $31.6M | 12.21% |
| 4 | VANGUARD INDEX FDS | 922908751 | 121,099 | $31.2M | 12.07% |
| 5 | VANGUARD INDEX FDS | 922908553 | 155,732 | $13.8M | 5.32% |
| 6 | ISHARES TR | 46435U549 | 139,044 | $6.7M | 2.57% |
| 7 | VANGUARD BD INDEX FDS | 921937827 | 81,722 | $6.4M | 2.49% |
| 8 | ISHARES TR | 46435U218 | 49,132 | $6.0M | 2.30% |
| 9 | VANGUARD TAX-MANAGED FDS | 921943858 | 88,788 | $5.5M | 2.14% |
| 10 | VANGUARD INDEX FDS | 922908769 | 15,665 | $5.3M | 2.03% |
| 11 | ISHARES TR | 46432F859 | 106,475 | $5.2M | 2.01% |
| 12 | ISHARES TR | 46435U663 | 98,673 | $4.5M | 1.75% |
| 13 | ISHARES TR | 464287226 | 43,820 | $4.4M | 1.69% |
| 14 | VANGUARD WORLD FD | 921910725 | 58,145 | $4.2M | 1.61% |
| 15 | SPDR SERIES TRUST | 78464A854 | 49,821 | $4.0M | 1.54% |
| 16 | VANGUARD INDEX FDS | 922908363 | 5,334 | $3.3M | 1.29% |
| 17 | ISHARES TR | 464287804 | 24,677 | $3.0M | 1.15% |
| 18 | VANGUARD INDEX FDS | 922908637 | 8,272 | $2.6M | 1.01% |
| 19 | VANGUARD STAR FDS | 921909768 | 32,074 | $2.4M | 0.93% |
| 20 | SCHWAB STRATEGIC TR | 808524607 | 77,800 | $2.2M | 0.86% |