AI Portfolio Summary
In 2025 Q4, BLUESTEM FINANCIAL ADVISORS, LLC maintained a portfolio of 30 distinct positions. The most significant new addition to the portfolio was VANGUARD INDEX FDS, which now represents 0.22% of the total fund value. They heavily accumulated shares in VANGUARD BD INDEX FD, increasing their position by 0.9%. The fund also reduced its exposure to MICROSOFT CORP by 7.2%.
Total Positions
30
Quarter
2025 Q4
Top Holding
BND (21.3%)
Top 10 Concentration
83.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 30
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BND
VANGUARD BD IND...
|
ETF | 21.32% | 21.50% |
#1
Prev: #1
|
6.5 | 6,355 | 0.9% |
P
S
|
745,166 | $55,194,426 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 21.13% | 21.18% |
#2
Prev: #2
|
6.0 | -994 | -1.2% |
P
S
|
79,848 | $54,691,056 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEU
VANGUARD INTL E...
|
ETF | 12.21% | 11.97% |
#3
1
Prev: #4
|
5.5 | 904 | 0.2% |
P
S
|
429,601 | $31,601,432 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 12.07% | 12.04% |
#4
1
Prev: #3
|
5.0 | 54 | 0.0% |
P
S
|
121,099 | $31,237,497 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 5.32% | 5.57% |
#5
Prev: #5
|
3.1 | 153 | 0.1% |
P
S
|
155,732 | $13,780,754 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EAGG
ISHARES TR
|
ETF | 2.57% | 2.63% |
#6
Prev: #6
|
1.5 | -987 | -0.7% |
P
S
|
139,044 | $6,653,278 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 2.49% | 2.53% |
#7
Prev: #7
|
1.5 | -222 | -0.3% |
P
S
|
81,722 | $6,440,520 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUSL
ISHARES TR
|
ETF | 2.30% | 2.25% |
#8
Prev: #8
|
1.4 | -45 | -0.1% |
P
S
|
49,132 | $5,958,084 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.14% | 2.09% |
#9
Prev: #9
|
1.4 | -368 | -0.4% |
P
S
|
88,788 | $5,546,592 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.03% | 1.95% |
#10
1
Prev: #11
|
1.3 | 466 | 3.1% |
P
S
|
15,665 | $5,252,091 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ISTB
ISHARES TR
|
ETF | 2.01% | 2.01% |
#11
1
Prev: #10
|
1.3 | 1,119 | 1.1% |
P
S
|
106,475 | $5,190,679 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESML
ISHARES TR
|
ETF | 1.75% | 1.72% |
#12
1
Prev: #13
|
1.2 | 1,239 | 1.3% |
P
S
|
98,673 | $4,536,962 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 1.69% | 1.76% |
#13
1
Prev: #12
|
1.2 | -1,128 | -2.5% |
P
S
|
43,820 | $4,376,714 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 1.61% | 1.56% |
#14
Prev: #14
|
1.1 | 626 | 1.1% |
P
S
|
58,145 | $4,164,350 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 1.54% | 1.55% |
#15
Prev: #15
|
1.1 | -724 | -1.4% |
P
S
|
49,821 | $3,996,659 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.29% | 1.26% |
#16
Prev: #16
|
1.0 | 67 | 1.3% |
P
S
|
5,334 | $3,344,870 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 1.15% | 1.16% |
#17
Prev: #17
|
1.0 | -260 | -1.0% |
P
S
|
24,677 | $2,965,670 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VV
VANGUARD INDEX ...
|
ETF | 1.01% | 1.00% |
#18
Prev: #18
|
0.9 | -41 | -0.5% |
P
S
|
8,272 | $2,604,145 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.93% | 0.97% |
#19
Prev: #19
|
0.9 | -1,841 | -5.4% |
P
S
|
32,074 | $2,419,672 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.86% | 0.88% |
#20
Prev: #20
|
0.8 | -2,947 | -3.6% |
P
S
|
77,800 | $2,215,757 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUSA
ISHARES TR
|
ETF | 0.57% | 0.56% |
#21
Prev: #21
|
1.2 | no change | no change |
P
S
|
10,507 | $1,464,148 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.43% | 0.44% |
#22
Prev: #22
|
0.7 | 58 | 1.5% |
P
S
|
3,877 | $1,125,285 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 0.31% | 0.24% |
#23
1
Prev: #24
|
2.6 | 501 | 20.5% |
P
S
|
2,948 | $801,493 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.30% | 0.36% |
#24
1
Prev: #23
|
0.6 | -126 | -7.2% |
P
S
|
1,629 | $787,767 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.22% | — |
#25
Prev: #—
|
3.6 | 1,170 | no change |
NEW
|
1,170 | $570,910 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 30 holdings