$164 Million is the total value of BLUESTEM FINANCIAL ADVISORS, LLC's 25 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $23,862,112 | -6.7% | 317,442 | -6.2% | 14.56% | -5.8% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $4,564,554 | -6.1% | 104,404 | -0.8% | 2.78% | -5.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $3,467,224 | -4.5% | 16,323 | -1.0% | 2.12% | -3.6% |
| ESML | Sell | ISHARES TResg aware msci | $2,858,856 | -5.6% | 84,959 | -0.4% | 1.74% | -4.8% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $271,360 | -4.6% | 3,608 | -0.6% | 0.17% | -3.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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.