13F-HR filed by BLUESTEM FINANCIAL ADVISORS, LLC
BLUESTEM FINANCIAL ADVISORS, LLC filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-01-12, with 27 holding rows worth $136,470,000.
- Accession
- 0001214659-21-000429
- Filer
- CIK 1820680
- Filed
- 2021-01-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2020
A holdings report, 27 entries on the cover page, a total value of $136,470,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $136,470,000 with VALUE read as thousands by filing date, 13F file number 028-20314. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 82,500 | $30,970,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 270,278 | $22,406,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 103,896 | $20,226,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 204,970 | $18,076,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 274,003 | $15,991,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 106,928 | $9,081,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 75,212 | $3,551,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 29,703 | $2,730,000 | thousands by filing date | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 11,609 | $2,040,000 | thousands by filing date | |
| VTI | 922908769 | COM | 8,961 | $1,744,000 | thousands by filing date | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 37,587 | $1,283,000 | thousands by filing date | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 13,915 | $1,146,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 4,988 | $1,031,000 | thousands by filing date | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 16,059 | $952,000 | thousands by filing date | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 16,575 | $729,000 | thousands by filing date | |
| ISHARES TR | 46435U218 | ESG MSCI LEADR | 9,424 | $612,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 4,122 | $547,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 4,306 | $509,000 | thousands by filing date | |
| IJH | 464287507 | COM | 2,054 | $472,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 1,113 | $416,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 3,645 | $349,000 | thousands by filing date | |
| RAVEN INDS INC COM | 754212108 | Stock | 9,204 | $305,000 | thousands by filing date | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 4,433 | $273,000 | thousands by filing date | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 3,876 | $272,000 | thousands by filing date | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 2,847 | $264,000 | thousands by filing date | |
| Schwab US REIT ETF | 808524847 | SHS | 6,708 | $255,000 | thousands by filing date | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 2,188 | $240,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-21-000429 | this filing | 2021-01-12 | acceptance time not in the bulk data set |