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BLUESTEM FINANCIAL ADVISORS, LLC

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13F filer, CIK 1820680, SAVOY, IL

BLUESTEM FINANCIAL ADVISORS, LLC reported $233,277,869 across 29 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-23. Its ten largest share positions make up 82.98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-010809

Period
2025-06-30
Reported value
$233M
Holdings
29
Top 10 weight
82.98%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+44,472$3.27M
VOOadded+4,445$2.52M
SCHAadded+62,207$1.57M
VXUSadded+21,341$1.47M
EAGGadded+16,143$767K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVVreduced-1,264-$785K
VEUreduced-9,013-$606K
BSVreduced-7,300-$575K
VSGXreduced-4,079-$267K
SUSLreduced-2,410-$261K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001214659-25-010809, largest first. % of portfolio is the value over $233,277,869, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,277 shares; 2024Q4: 80,320 shares; 2025Q1: 80,723 shares; 2025Q2: 79,459 shares 79,459$49.3M21.15%-1,264Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,156 shares; 2024Q4: 577,706 shares; 2025Q1: 589,339 shares; 2025Q2: 633,811 shares 633,811$46.7M20.01%+44,472Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,483 shares; 2024Q4: 410,443 shares; 2025Q1: 423,139 shares; 2025Q2: 414,126 shares 414,126$27.8M11.93%-9,013Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,689 shares; 2024Q4: 113,659 shares; 2025Q1: 117,451 shares; 2025Q2: 116,954 shares 116,954$27.7M11.88%-497Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,469 shares; 2024Q4: 144,611 shares; 2025Q1: 146,797 shares; 2025Q2: 147,167 shares 147,167$13.1M5.62%+370Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,111 shares; 2024Q4: 91,210 shares; 2025Q1: 90,912 shares; 2025Q2: 83,612 shares 83,612$6.58M2.82%-7,300Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,115 shares; 2024Q4: 119,551 shares; 2025Q1: 122,160 shares; 2025Q2: 138,303 shares 138,303$6.57M2.82%+16,143Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,485 shares; 2024Q4: 51,847 shares; 2025Q1: 51,973 shares; 2025Q2: 49,563 shares 49,563$5.37M2.3%-2,410Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,937 shares; 2024Q4: 96,448 shares; 2025Q1: 94,493 shares; 2025Q2: 91,811 shares 91,811$5.23M2.24%-2,682Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,394 shares; 2024Q4: 111,905 shares; 2025Q1: 110,213 shares; 2025Q2: 105,976 shares 105,976$5.16M2.21%-4,237Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,099 shares; 2024Q4: 39,952 shares; 2025Q1: 52,572 shares; 2025Q2: 51,464 shares 51,464$5.11M2.19%-1,108Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,672 shares; 2024Q4: 15,570 shares; 2025Q1: 15,538 shares; 2025Q2: 15,242 shares 15,242$4.63M1.99%-296Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,153 shares; 2024Q4: 99,663 shares; 2025Q1: 95,431 shares; 2025Q2: 96,462 shares 96,462$3.99M1.71%+1,031Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,847 shares; 2024Q4: 62,061 shares; 2025Q1: 63,234 shares; 2025Q2: 59,155 shares 59,155$3.87M1.66%-4,079Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,810 shares; 2024Q4: 50,380 shares; 2025Q1: 50,397 shares; 2025Q2: 50,518 shares 50,518$3.67M1.57%+121Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 820 shares; 2025Q2: 5,265 shares 5,265$2.99M1.28%+4,445Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,536 shares; 2024Q4: 25,550 shares; 2025Q1: 25,554 shares; 2025Q2: 25,107 shares 25,107$2.74M1.18%-447Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,510 shares; 2024Q4: 13,510 shares; 2025Q1: 13,510 shares; 2025Q2: 34,851 shares 34,851$2.41M1.03%+21,341Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,572 shares; 2024Q4: 8,508 shares; 2025Q1: 8,372 shares; 2025Q2: 8,372 shares 8,372$2.39M1.02%0Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 19,542 shares; 2025Q1: 18,867 shares; 2025Q2: 81,074 shares 81,074$2.05M0.88%+62,207Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,459 shares; 2024Q4: 11,312 shares; 2025Q1: 11,312 shares; 2025Q2: 10,507 shares 10,507$1.33M0.57%-805Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,244 shares; 2025Q1: 4,253 shares; 2025Q2: 3,930 shares 3,930$1.1M0.47%-323Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 2,428 shares; 2025Q1: 2,302 shares; 2025Q2: 1,867 shares 1,867$929K0.4%-435Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares 904$559K0.24%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 3,101 shares; 2025Q1: 2,858 shares; 2025Q2: 2,447 shares 2,447$502K0.22%-411Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,450 shares; 2024Q4: 20,510 shares; 2025Q1: 20,536 shares; 2025Q2: 22,779 shares 22,779$482K0.21%+2,243Timeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,628 shares 5,628$320K0.14%newTimeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: 2,840 shares; 2025Q1: 2,842 shares; 2025Q2: 2,844 shares 2,844$312K0.13%+2Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,014 shares; 2024Q4: 5,014 shares; 2025Q1: 5,014 shares; 2025Q2: 5,014 shares 5,014$311K0.13%0Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-010809 base2025-07-23acceptance time not in the bulk data set