| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 19 | Q2 2024 | 24.0% |
| VANGUARD BD INDEX FDS | 19 | Q2 2024 | 21.1% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 15.6% |
| VANGUARD BD INDEX FDS | 19 | Q2 2024 | 16.9% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 14.1% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 7.4% |
| VANGUARD TAX-MANAGED INTL FD | 19 | Q2 2024 | 3.2% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 2.4% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 1.7% |
| ISHARES TR | 19 | Q2 2024 | 1.0% |
View BLUESTEM FINANCIAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-11 |
| 13F-HR/A | 2022-11-01 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-08-12 |
View BLUESTEM FINANCIAL ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.