Fund Universe

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☆BLUESTEM FINANCIAL ADVISORS, LLC

CIK 0001820680 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.839
AUM ($M)
286
Positions
34
Turnover
0.02
Top-10 wt
83%
Herfindahl
0.125
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 35 positions · portfolio value $286M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆BND funds › VANGUARD BD INDEX FDS ADD — 20.9% +0.3% 59.8 814,283 +88,331 5 —
☆IVV funds › ISHARES TR TRIM — 20.5% -0.2% 58.5 78,119 -3,774 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 12.8% +0.3% 36.7 120,996 -2,584 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 12.5% -0.2% 35.7 425,716 -10,328 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 5.3% -0.1% 15.0 155,978 -833 5 —
☆EAGG funds › ISHARES TR ADD — 2.6% +0.0% 7.3 154,210 +15,445 5 —
☆SUSL funds › ISHARES TR ADD — 2.3% +0.2% 6.7 50,128 +858 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 2.2% +0.1% 6.3 88,670 +1,830 5 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 2.2% -0.3% 6.3 80,452 -2,264 5 —
☆ESML funds › ISHARES TR ADD — 2.0% +0.2% 5.7 101,057 +1,541 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 1.9% -0.1% 5.4 14,581 -1,731 5 —
☆VSGX funds › VANGUARD WORLD FD ADD — 1.8% +0.1% 5.0 60,742 +2,076 5 —
☆ISTB funds › ISHARES TR TRIM — 1.6% -0.2% 4.4 92,217 -1,978 5 —
☆AGG funds › ISHARES TR TRIM — 1.5% -0.2% 4.2 42,691 -941 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 1.5% +0.2% 4.2 6,095 +468 5 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 1.4% +0.0% 3.9 43,984 -1,589 5 —
☆IJR funds › ISHARES TR ADD — 1.2% +0.1% 3.5 23,721 +126 5 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 1.0% +0.1% 2.7 75,957 -1,848 5 —
☆VV funds › VANGUARD INDEX FDS TRIM — 0.9% -0.0% 2.6 7,590 -688 5 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 0.9% -0.0% 2.6 30,144 -1,524 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.6% +0.0% 1.7 34,086 +3,974 2 —
☆SUSA funds › ISHARES TR HOLD — 0.6% +0.0% 1.7 10,861 +0 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.4% -0.0% 1.2 14,633 +10,754 5 —
☆AAPL funds › APPLE INC TRIM — 0.3% +0.0% 0.8 2,744 -19 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.2% -0.0% 0.6 1,611 -27 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.2% -0.1% 0.6 791 -282 5 —
☆SCHH funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 0.6 24,438 -214 5 —
☆IJH funds › ISHARES TR ADD — 0.1% +0.0% 0.4 5,342 +327 5 —
☆APH funds › AMPHENOL CORP ADD — 0.1% +0.0% 0.3 1,905 +10 2 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD TRIM — 0.1% +0.0% 0.3 2,349 -104 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.1% -0.0% 0.2 484 +6 2 —
☆RVMD funds › REVOLUTION MEDICINES INC NEW — 0.1% +0.1% 0.2 1,198 +1,198 1 —
☆USSG funds › DBX ETF TR TRIM — 0.1% -0.0% 0.2 3,138 -1,147 5 —
☆CAT funds › CATERPILLAR INC NEW — 0.1% +0.1% 0.2 201 +201 1 —
☆ITOT funds › ISHARES TR EXIT — 0.0% -0.3% 0.0 0 -5,769 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 286 34 0.02 83% 0.125 0.838 — in
2026Q1 259 33 0.02 83% 0.124 0.825 — in
2025Q4 259 30 0.01 84% 0.127 0.819 — in
2025Q3 256 29 0.02 84% 0.128 0.810 — in
2025Q2 233 29 0.03 83% 0.122 0.810 — entered
2025Q1 214 28 0.00 85% 0.125 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status