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BlueSky Wealth Advisors

Latest statistics and disclosures from BlueSky Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, VCSH, SCHZ, SCHP, DFAX, and represent 47.55% of BlueSky Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VCSH, SCHP, SCHZ, DFAX, SCHE, SCHA, SCHF, VWOB, DFAT, HYG.
Started 1 new stock position in IESC.
Reduced shares in these 10 stocks: , CAT, VV, BND, , IVV, VNQ, TIP, AGG, IGSB.
Sold out of its positions in BLDR, TQQQ.
BlueSky Wealth Advisors was a net buyer of stock by $16M.
BlueSky Wealth Advisors has $644M in assets under management (AUM), dropping by 8.35%.
Central Index Key (CIK): 0001704107

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Positions held by BlueSky Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 75 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	20.8	$134M		2.0M	67.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	8.7	$56M	+6%	706k	79.42	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	7.4	$47M	+5%	996k	47.52	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	5.5	$36M	+7%	661k	53.63	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	5.2	$33M	+4%	1.2M	27.01	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	5.1	$33M	+4%	1.1M	29.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.0	$26M	+5%	621k	41.12	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	3.8	$24M	+4%	366k	66.37	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.5	$23M	+5%	444k	51.50	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.3	$21M		81k	263.29	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.0	$19M	+3%	829k	23.17	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.4	$15M	+6%	275k	55.63	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	2.3	$15M	+6%	185k	80.30	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.0	$13M		245k	52.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.9	$12M	-2%	164k	75.11	View chart
Ishares Tr Tips Bd Etf (TIP)	1.8	$12M		105k	110.47	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.8	$12M	+2%	310k	37.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.6	$10M		102k	101.27	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$9.1M		39k	237.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$7.9M	+3%	166k	47.85	View chart
NVIDIA Corporation (NVDA)	1.0	$6.4M		53k	121.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$6.3M	+2%	119k	52.81	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$5.6M		163k	34.29	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$5.4M	-3%	55k	97.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$5.1M	+3%	30k	167.19	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$4.9M		8.5k	573.77	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.7	$4.8M		52k	93.58	View chart
Amazon (AMZN)	0.7	$4.8M		26k	186.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$4.2M	-5%	7.2k	576.82	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.5	$3.0M		31k	97.79	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$2.7M		14k	200.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.1M	-2%	18k	116.96	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.1M		36k	57.41	View chart
Apple (AAPL)	0.3	$2.0M		8.6k	232.99	View chart
Cincinnati Financial Corporation (CINF)	0.3	$2.0M		15k	136.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.6M	-2%	5.7k	283.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.5M	-2%	20k	78.05	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$1.5M		15k	101.87	View chart
Church & Dwight (CHD)	0.2	$1.3M		13k	104.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.3M		8.0k	165.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.2M		2.6k	460.26	View chart
Microsoft Corporation (MSFT)	0.2	$1.0M		2.3k	430.38	View chart
Meta Platforms Cl A (META)	0.2	$973k		1.7k	572.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$813k	-2%	9.7k	83.63	View chart
JPMorgan Chase & Co. (JPM)	0.1	$795k	-13%	3.8k	210.86	View chart
W.W. Grainger (GWW)	0.1	$790k		760.00	1038.81	View chart
Caterpillar (CAT)	0.1	$760k	-30%	1.9k	391.12	View chart
Oracle Corporation (ORCL)	0.1	$743k		4.4k	170.40	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$733k		4.2k	174.57	View chart
International Business Machines (IBM)	0.1	$704k		3.2k	221.08	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$686k		5.9k	117.29	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$659k		7.5k	88.14	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$598k		8.4k	71.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$594k	-4%	1.6k	375.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$522k		2.1k	243.06	View chart
Intuit (INTU)	0.1	$476k		766.00	621.00	View chart
UnitedHealth (UNH)	0.1	$426k		728.00	584.68	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$396k		5.1k	78.39	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$369k		2.4k	154.02	View chart
Natera (NTRA)	0.1	$357k		2.8k	126.95	View chart
Exxon Mobil Corporation (XOM)	0.1	$346k		3.0k	117.22	View chart
Dolby Laboratories Com Cl A (DLB)	0.0	$313k		4.1k	76.53	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$281k		493.00	569.66	View chart
Home Depot (HD)	0.0	$274k		677.00	405.20	View chart
Wal-Mart Stores (WMT)	0.0	$267k		3.3k	80.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$264k		4.2k	63.00	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$263k		5.8k	45.32	View chart
Visa Com Cl A (V)	0.0	$259k	-7%	940.00	274.95	View chart
Becton, Dickinson and (BDX)	0.0	$255k		1.1k	241.10	View chart
Linde SHS (LIN)	0.0	$239k	-7%	501.00	476.86	View chart
Ies Hldgs (IESC)	0.0	$220k	NEW	1.1k	199.62	View chart
Synopsys (SNPS)	0.0	$212k		419.00	506.39	View chart
Palo Alto Networks (PANW)	0.0	$205k		600.00	341.80	View chart
8x8 (EGHT)	0.0	$38k		19k	2.04	View chart
23andme Holding Class A Com (ME)	0.0	$5.8k		17k	0.35	View chart

Past Filings by BlueSky Wealth Advisors

SEC 13F filings are viewable for BlueSky Wealth Advisors going back to 2017

BlueSky Wealth Advisors 2024 Q3 filed Oct. 11, 2024
BlueSky Wealth Advisors 2024 Q2 filed July 17, 2024
BlueSky Wealth Advisors 2024 Q1 filed April 12, 2024
BlueSky Wealth Advisors 2023 Q4 filed Feb. 12, 2024
BlueSky Wealth Advisors 2023 Q3 filed Oct. 18, 2023
BlueSky Wealth Advisors 2023 Q2 filed July 27, 2023
BlueSky Wealth Advisors 2023 Q1 filed May 10, 2023
BlueSky Wealth Advisors 2022 Q4 filed Feb. 1, 2023
BlueSky Wealth Advisors 2022 Q3 filed Nov. 3, 2022
BlueSky Wealth Advisors 2022 Q2 filed Aug. 2, 2022
BlueSky Wealth Advisors 2022 Q1 filed April 26, 2022
BlueSky Wealth Advisors 2021 Q4 restated filed Jan. 25, 2022
BlueSky Wealth Advisors 2021 Q4 filed Jan. 13, 2022
BlueSky Wealth Advisors 2021 Q3 filed Oct. 15, 2021
BlueSky Wealth Advisors 2021 Q2 filed July 27, 2021
BlueSky Wealth Advisors 2021 Q1 filed April 23, 2021

View all past filings

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