BlueSky Wealth Advisors

BlueSky Wealth Advisors as of June 30, 2019

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 61 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short Term Corporate Bond ETF (VCSH) 16.2 $46M 564k 80.68
Invesco Senior Loan Etf otr (BKLN) 8.3 $24M 1.0M 22.66
Schwab Strategic Tr us lrg cap etf (SCHX) 7.5 $21M 301k 70.19
Schwab Strategic Tr us aggregate b (SCHZ) 7.4 $21M 391k 53.00
iShares Lehman Aggregate Bond (AGG) 5.0 $14M 126k 111.35
Vanguard FTSE All Wld Ex USSml Cap (VSS) 4.8 $13M 128k 105.26
Schwab U S Small Cap ETF (SCHA) 4.2 $12M 167k 71.48
Vanguard Charlotte Fds intl bd idx etf (BNDX) 3.6 $10M 176k 57.30
Schwab Emerging Markets Equity ETF (SCHE) 3.5 $9.9M 376k 26.24
Invesco Emerging Markets S etf (PCY) 3.4 $9.5M 328k 29.04
Schwab Strategic Tr us reit etf (SCHH) 3.0 $8.4M 188k 44.44
Schwab International Equity ETF (SCHF) 3.0 $8.3M 259k 32.09
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 2.6 $7.2M 64k 113.29
Schwab Strategic Tr 0 (SCHP) 2.5 $7.0M 125k 56.31
SPDR DJ International Real Estate ETF (RWX) 2.2 $6.2M 161k 38.75
iShares S&P 500 Index (IVV) 2.0 $5.6M 19k 294.73
iShares Barclays TIPS Bond Fund (TIP) 1.5 $4.2M 36k 115.49
iShares S&P SmallCap 600 Index (IJR) 1.5 $4.1M 53k 78.28
Schwab Strategic Tr cmn (SCHV) 1.4 $3.9M 70k 56.14
Ishares Inc core msci emkt (IEMG) 1.4 $3.9M 75k 51.44
iShares Dow Jones US Real Estate (IYR) 1.1 $3.2M 37k 87.31
SPDR DJ Wilshire Small Cap Value (SLYV) 1.1 $3.2M 53k 60.68
Vanguard Large-Cap ETF (VV) 1.0 $2.9M 22k 134.72
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.0 $2.9M 47k 61.40
Vanguard Emerging Markets ETF (VWO) 0.9 $2.6M 60k 42.54
Spdr S&p 500 Etf (SPY) 0.8 $2.3M 7.8k 293.05
Sch Fnd Intl Lg Etf (FNDF) 0.8 $2.2M 79k 27.87
Ishares Tr core tl usd bd (IUSB) 0.8 $2.2M 43k 51.68
Vanguard Small-Cap ETF (VB) 0.7 $2.1M 13k 156.64
Vanguard Europe Pacific ETF (VEA) 0.6 $1.7M 42k 41.71
iShares S&P 500 Value Index (IVE) 0.4 $1.2M 10k 116.56
Schwab Intl Small Cap Equity ETF (SCHC) 0.4 $1.2M 35k 32.64
Invesco Bulletshares 2019 Corp 0.4 $1.1M 51k 21.08
Apple (AAPL) 0.4 $1.0M 5.2k 197.83
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.3 $983k 18k 53.42
iShares Russell Midcap Index Fund (IWR) 0.3 $867k 16k 55.85
iShares Russell Midcap Growth Idx. (IWP) 0.3 $857k 6.0k 142.64
stock 0.3 $729k 5.8k 125.75
Vanguard REIT ETF (VNQ) 0.2 $613k 7.0k 87.36
Snap Inc cl a (SNAP) 0.2 $622k 44k 14.31
Dolby Laboratories (DLB) 0.2 $600k 9.3k 64.59
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 0.2 $603k 20k 29.82
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.2 $567k 19k 30.72
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $545k 3.7k 148.58
Alphabet Inc Class C cs (GOOG) 0.2 $495k 458.00 1080.79
BB&T Corporation 0.2 $448k 9.1k 49.14
Vanguard Total Stock Market ETF (VTI) 0.2 $463k 3.1k 150.08
8x8 (EGHT) 0.2 $453k 19k 24.11
iShares Russell 2000 Index (IWM) 0.1 $391k 2.5k 155.34
iShares Russell 1000 Growth Index (IWF) 0.1 $397k 2.5k 157.17
Alphabet Inc Class A cs (GOOGL) 0.1 $393k 363.00 1082.64
Schwab U S Broad Market ETF (SCHB) 0.1 $373k 5.3k 70.60
Cisco Systems (CSCO) 0.1 $330k 6.0k 54.80
SPDR S&P MidCap 400 ETF (MDY) 0.1 $341k 962.00 354.47
Coca-Cola Company (KO) 0.1 $286k 5.6k 50.93
Vanguard Total Bond Market ETF (BND) 0.1 $289k 3.5k 83.00
Caterpillar (CAT) 0.1 $245k 1.8k 136.11
International Business Machines (IBM) 0.1 $241k 1.7k 137.79
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $251k 4.9k 50.94
Amazon (AMZN) 0.1 $214k 113.00 1893.81
Invesco S&p 500 High Div, Low V equities (SPHD) 0.1 $206k 4.9k 42.12