$159 Million is the total value of BLUESTEM FINANCIAL ADVISORS, LLC's 28 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $33,784,000 | -6.3% | 74,465 | -1.5% | 21.19% | -5.4% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $27,827,000 | -9.6% | 357,215 | -6.2% | 17.46% | -8.7% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $18,800,000 | -11.8% | 236,356 | -6.1% | 11.79% | -11.0% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $18,798,000 | -7.8% | 88,453 | -1.9% | 11.79% | -6.9% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $15,276,000 | -11.3% | 265,261 | -5.6% | 9.58% | -10.5% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $11,049,000 | -7.0% | 101,956 | -0.5% | 6.93% | -6.2% |
| ESML | Sell | ISHARES TResg aware msci | $1,913,000 | -8.2% | 50,286 | -2.7% | 1.20% | -7.3% |
| SUSL | Sell | ISHARES TResg msci leadr | $1,772,000 | -10.1% | 22,383 | -4.2% | 1.11% | -9.2% |
| VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $1,543,000 | -13.9% | 26,973 | -6.6% | 0.97% | -13.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-04-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 24.0% |
| VANGUARD BD INDEX FDS | 16 | Q3 2023 | 21.1% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 15.6% |
| VANGUARD BD INDEX FDS | 16 | Q3 2023 | 16.9% |
| VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 14.1% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 7.4% |
| VANGUARD TAX-MANAGED INTL FD | 16 | Q3 2023 | 3.2% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 2.4% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 1.7% |
| ISHARES TR | 16 | Q3 2023 | 1.0% |
View BLUESTEM FINANCIAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR/A | 2022-04-26 |
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.