BLUESTEM FINANCIAL ADVISORS, LLC - Portfolio overview

BLUESTEM FINANCIAL ADVISORS, LLC has 34 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 20.35%
2. BND - VANGUARD BD INDEX FDS, 20.33%
3. VEU - VANGUARD INTL EQUITY INDEX F, 12.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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