BLUESTEM FINANCIAL ADVISORS, LLC

SAVOY, IL · CIK 1820680 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySavoy, IL

$285.5m reported value +10.3% vs Q1 2026

34positions

83.3%in top 10

2 new 12 added 19 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	814,283	$59.8m20.94%	20.94%	Added +88.3k	+88,331 12.2%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	78,119	$58.5m20.49%	20.49%	Reduced -3.8k	-3,774 -4.6%
3	VANGUARD INDEX FDS SMALL CP ETF VB	VB	120,996	$36.7m12.85%	12.85%	Reduced -2.6k	-2,584 -2.1%
4	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	425,716	$35.7m12.49%	12.49%	Reduced -10.3k	-10,328 -2.4%
5	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	155,978	$15.0m5.27%	5.27%	Reduced -833	-833 -0.5%
6	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	154,210	$7.3m2.56%	2.56%	Added +15.4k	+15,445 11.1%
7	ISHARES TR ESG MSCI LEADR SUSL	SUSL	50,128	$6.7m2.33%	2.33%	Added +858	+858 1.7%
8	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	88,670	$6.3m2.21%	2.21%	Added +1.8k	+1,830 2.1%
9	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	80,452	$6.3m2.20%	2.20%	Reduced -2.3k	-2,264 -2.7%
10	ISHARES TR ESG AWARE MSCI ESML	ESML	101,057	$5.7m1.98%	1.98%	Added +1.5k	+1,541 1.6%
11	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	14,581	$5.4m1.89%	1.89%	Reduced -1.7k	-1,731 -10.6%
12	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	60,742	$5.0m1.75%	1.75%	Added +2.1k	+2,076 3.5%
13	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	92,217	$4.4m1.56%	1.56%	Reduced -2.0k	-1,978 -2.1%
14	ISHARES TR CORE US AGGBD ET AGG	AGG	42,691	$4.2m1.48%	1.48%	Reduced -941	-941 -2.2%
15	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	6,095	$4.2m1.47%	1.47%	Added +468	+468 8.3%
16	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	43,984	$3.9m1.35%	1.35%	Reduced -1.6k	-1,589 -3.5%
17	ISHARES TR CORE S&P SCP ETF IJR	IJR	23,721	$3.5m1.23%	1.23%	Added +126	+126 0.5%
18	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	75,957	$2.7m0.96%	0.96%	Reduced -1.8k	-1,848 -2.4%
19	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	7,590	$2.6m0.91%	0.91%	Reduced -688	-688 -8.3%
20	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	30,144	$2.6m0.90%	0.90%	Reduced -1.5k	-1,524 -4.8%
21	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	34,086	$1.7m0.60%	0.60%	Added +4.0k	+3,974 13.2%
22	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	10,861	$1.7m0.59%	0.59%	Unchanged
23	VANGUARD INDEX FDS MID CAP ETF VO	VO	14,633	$1.2m0.41%	0.41%	Reduced -883	-883 -5.7%
24	APPLE INC COM AAPL	AAPL	2,744	$794.1k0.28%	0.28%	Reduced -19	-19 -0.7%
25	MICROSOFT CORP COM MSFT	MSFT	1,611	$600.9k0.21%	0.21%	Reduced -27	-27 -1.6%
26	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	791	$590.7k0.21%	0.21%	Reduced -282	-282 -26.3%
27	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	24,438	$578.7k0.20%	0.20%	Reduced -214	-214 -0.9%
28	ISHARES TR CORE S&P MCP ETF IJH	IJH	5,342	$411.9k0.14%	0.14%	Added +327	+327 6.5%
29	AMPHENOL CORP CL A APH	APH	1,905	$335.9k0.12%	0.12%	Added +10	+10 0.5%
30	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	2,349	$310.6k0.11%	0.11%	Reduced -104	-104 -4.2%
31	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	484	$242.2k0.08%	0.08%	Added +6	+6 1.3%
32	REVOLUTION MEDICINES INC COM RVMD	RVMD	1,198	$224.3k0.08%	0.08%	New
33	DBX ETF TR XTRCKR MSCI US USSG	USSG	3,138	$218.0k0.08%	0.08%	Reduced -1.1k	-1,147 -26.8%
34	CATERPILLAR INC COM CAT	CAT	201	$213.6k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR ITOT	ITOT	5,769	$821.7k5.8k shares