Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLUESTEM FINANCIAL ADVISORS LLC | 11-09-2023 | 09-30-2023 | 25 | 163,940,888 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $35,071,262 | 81,669 | 0.02 | 0.02 | -939 | -1.14 | 09-30-2023 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 2 | $23,862,112 | 317,442 | 0.01 | 0.02 | -6,499 | -2.01 | 09-30-2023 |
| VANGUARD INDEX FDS | SMALL CP ETF | 3 | $20,165,426 | 106,656 | 0.01 | 0.01 | 2,751 | 2.65 | 09-30-2023 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 4 | $17,294,415 | 333,418 | 0.01 | 0.01 | 13,546 | 4.23 | 09-30-2023 |
