BLUESTEM FINANCIAL ADVISORS, LLC: 13F holdings

CIK 18206802026Q2

Positions34
Reported value$285.5m
Filed2026-07-22

Change since last quarter

Positions34 (+1 vs prior quarter)
Reported value$285.5m (+10.3%)

Top 10 holdings

SecuritySharesValueWeight
BND VANGUARD BD INDEX FDS814,283$59.8m20.9%
IVV ISHARES TR78,119$58.5m20.5%
VB VANGUARD INDEX FDS120,996$36.7m12.8%
VEU VANGUARD INTL EQUITY INDEX F425,716$35.7m12.5%
VNQ VANGUARD INDEX FDS155,978$15.0m5.3%
EAGG ISHARES TR154,210$7.3m2.6%
SUSL ISHARES TR50,128$6.7m2.3%
VEA VANGUARD TAX-MANAGED FDS88,670$6.3m2.2%
BSV VANGUARD BD INDEX FDS80,452$6.3m2.2%
TCBK ISHARES TR101,057$5.7m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1820680")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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