account_balance

Investment manager · 13F filer · SEC CIK 1820680

Bluestem Financial Advisors, LLC

Reported value$286Mas of Sep 30, 2026

Positions34 0 new, 0 sold out

Top 10 weight83.1%IVV alone is 21%

FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

20.7%

BNDVanguard Bd Index FDS

19.0%Trimmed −5%

VEUVanguard Intl Equity Index F

12.5%

VBVanguard Index FDS

12.2%

VNQVanguard Index FDS

4.9%

AGGiShares Tr

4.2%Added +197%

SUSLiShares Tr

2.9%+22%

EAGGiShares Tr

2.7%+10%

VEAVanguard Tax-Managed FDS

2.1%

BSVVanguard Bd Index FDS

2.0%

ESMLiShares Tr

1.9%

VSGXVanguard World Fd

1.8%

IVViShares Tr

20.7%

BNDVanguard Bd Index FDS

19.0%Trimmed −5%

VEUVanguard Intl Equity Index F

12.5%

VBVanguard Index FDS

12.2%

VNQVanguard Index FDS

4.9%

AGG4.2%

SUSL

EAGG

VEA

BSV

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 20.7% Held

BND Vanguard Bd Index FDS 19.0% Trimmed −5%

VEU Vanguard Intl Equity Index F 12.5% Held

VB Vanguard Index FDS 12.2% Held

VNQ Vanguard Index FDS 4.9% Held

AGG iShares Tr 4.2% Added +197%

SUSL iShares Tr 2.9% Added +22%

EAGG iShares Tr 2.7% Added +10%

VEA Vanguard Tax-Managed FDS 2.1% Trimmed −5%

BSV Vanguard Bd Index FDS 2.0% Trimmed −6%

ESML iShares Tr 1.9% Added +4%

VSGX Vanguard World Fd 1.8% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 22, 2026 filing

add_circleNew

None

arrow_upwardAdded

AGG +197%
SUSL +22%
MSFT +21%
AAPL +13%

arrow_downwardTrimmed

SUSA −15%
VOO −9%
BSV −6%
VTI −5%

remove_circleSold out

None

Bluestem Financial Advisors, LLC

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email