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, Dimensional Etf Trust, and represent 54.73% of BlueSky Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$584M), VCSH (+$323M), SCHZ (+$255M), SCHP (+$207M), Dimensional Etf Trust (+$180M), VWOB (+$137M), SCHE (+$110M), SCHF (+$101M), HYG (+$97M), SCHA (+$92M).
- Started 74 new stock positions in ILCB, DIS, DFAT, EWC, KO, DVY, BIV, PEP, FNDC, XOM.
- Reduced shares in these 4 stocks: VUSB, IGM, , AMZN.
- Sold out of its positions in AMZN, IGM, XLE, VUSB.
- BlueSky Wealth Advisors was a net buyer of stock by $2.9B.
- BlueSky Wealth Advisors has $3.4B in assets under management (AUM), dropping by 562.04%.
- Central Index Key (CIK): 0001704107
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Portfolio Holdings for BlueSky Wealth Advisors
Companies in the BlueSky Wealth Advisors portfolio as of the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 21.8 | $737M | +380% | 6.5M | 113.82 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 11.4 | $386M | +516% | 4.7M | 81.26 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 9.0 | $304M | +527% | 5.6M | 53.90 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 7.2 | $244M | +550% | 3.9M | 62.89 | |
| Dimensional Etf Trust World Ex Us Core | 5.3 | $180M | NEW | 6.9M | 26.11 | |
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 4.8 | $162M | +552% | 2.1M | 77.66 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 3.9 | $130M | +553% | 4.4M | 29.62 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.5 | $120M | +531% | 3.1M | 38.87 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 3.4 | $115M | +391% | 1.1M | 102.40 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 3.3 | $112M | +651% | 1.3M | 87.01 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 3.0 | $102M | +483% | 1.9M | 52.69 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 2.7 | $91M | +593% | 795k | 114.08 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.2 | $76M | NEW | 1.6M | 47.52 | |
| Vanguard Index Fds Large Cap Etf (VV) | 1.4 | $49M | +417% | 221k | 221.02 | |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $43M | +423% | 190k | 226.01 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $41M | +443% | 87k | 476.99 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $41M | +596% | 830k | 49.46 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $39M | +426% | 83k | 474.95 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.0 | $34M | +545% | 1.2M | 28.97 | |
| Ishares Tr Tips Bd Etf (TIP) | 1.0 | $33M | +593% | 256k | 129.20 | |
| Ishares Core Msci Emkt (IEMG) | 0.7 | $24M | +585% | 402k | 59.86 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $23M | +448% | 200k | 114.51 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.7 | $22M | +488% | 436k | 51.06 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $21M | +1393% | 382k | 53.88 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.6 | $20M | +521% | 176k | 116.14 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $18M | +473% | 155k | 116.01 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $16M | +562% | 212k | 74.64 | |
| Ishares Tr Core Total Usd (IUSB) | 0.4 | $15M | +600% | 278k | 52.93 | |
| Church & Dwight (CHD) | 0.3 | $12M | +600% | 114k | 102.50 | |
| Cincinnati Financial Corporation (CINF) | 0.3 | $12M | +600% | 101k | 113.93 | |
| NVIDIA Corporation (NVDA) | 0.3 | $11M | +600% | 36k | 294.10 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $8.8M | +591% | 112k | 78.68 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $7.1M | NEW | 84k | 84.75 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $5.7M | +453% | 24k | 241.44 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $4.9M | +547% | 43k | 115.23 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $4.8M | +600% | 58k | 83.01 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $4.5M | +594% | 54k | 83.68 | |
| Dolby Laboratories Com Cl A (DLB) | 0.1 | $4.5M | +594% | 47k | 95.21 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $4.2M | NEW | 39k | 109.05 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $4.2M | +600% | 1.5k | 2893.54 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.8M | +600% | 13k | 305.60 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.7M | +500% | 25k | 147.10 | |
| Microsoft Corporation (MSFT) | 0.1 | $3.6M | +600% | 11k | 336.33 | |
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.1 | $3.5M | NEW | 108k | 32.51 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $3.4M | +500% | 50k | 68.23 | |
| Intuit (INTU) | 0.1 | $3.4M | +600% | 5.3k | 643.14 | |
| Apple (AAPL) | 0.1 | $3.4M | +160% | 19k | 177.56 | |
| stock (SPLK) | 0.1 | $3.2M | +500% | 28k | 115.73 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $3.1M | +569% | 1.1k | 2896.62 | |
| Caterpillar (CAT) | 0.1 | $2.8M | +600% | 13k | 206.77 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $2.6M | +588% | 7.2k | 355.35 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $2.4M | +500% | 61k | 39.05 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $2.4M | +500% | 30k | 78.03 | |
| Ishares Tr Expanded Tech (IGV) | 0.1 | $2.3M | +600% | 5.9k | 397.72 | |
| Paypal Holdings (PYPL) | 0.1 | $2.3M | NEW | 12k | 188.61 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $2.2M | +500% | 11k | 204.45 | |
| 8x8 (EGHT) | 0.1 | $2.2M | +600% | 132k | 16.76 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $2.0M | +500% | 14k | 140.91 | |
| Natera (NTRA) | 0.1 | $1.8M | +600% | 20k | 93.38 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.8M | +500% | 30k | 61.29 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.8M | +600% | 11k | 158.39 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.7M | NEW | 9.7k | 178.88 | |
| Linde SHS (LIN) | 0.0 | $1.6M | NEW | 4.6k | 346.38 | |
| Oracle Corporation (ORCL) | 0.0 | $1.5M | +600% | 18k | 87.19 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.5M | +500% | 3.0k | 517.58 | |
| Cisco Systems (CSCO) | 0.0 | $1.4M | +427% | 22k | 63.35 | |
| Home Depot (HD) | 0.0 | $1.4M | NEW | 3.3k | 414.92 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $1.4M | +379% | 12k | 112.98 | |
| International Business Machines (IBM) | 0.0 | $1.3M | NEW | 9.8k | 133.69 | |
| UnitedHealth (UNH) | 0.0 | $1.3M | NEW | 2.6k | 502.31 | |
| Intel Corporation (INTC) | 0.0 | $1.2M | NEW | 24k | 51.49 | |
| Wal-Mart Stores (WMT) | 0.0 | $1.2M | NEW | 8.1k | 144.68 | |
| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $1.1M | NEW | 5.6k | 202.91 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.1M | NEW | 22k | 48.86 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $1.0M | NEW | 17k | 61.21 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $994k | NEW | 4.5k | 222.37 | |
| Walt Disney Company (DIS) | 0.0 | $938k | NEW | 6.1k | 154.91 | |
| Becton, Dickinson and (BDX) | 0.0 | $908k | +200% | 3.6k | 251.38 | |
| Visa Com Cl A (V) | 0.0 | $873k | NEW | 4.0k | 216.63 | |
| United Parcel Service CL B (UPS) | 0.0 | $868k | NEW | 4.1k | 214.32 | |
| Ishares Msci Cda Etf (EWC) | 0.0 | $778k | NEW | 20k | 38.43 | |
| Verizon Communications (VZ) | 0.0 | $769k | NEW | 15k | 51.97 | |
| Amplitude Com Cl A | 0.0 | $718k | NEW | 14k | 52.95 | |
| Tri-Continental Corporation (TY) | 0.0 | $710k | NEW | 21k | 33.17 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $694k | NEW | 1.7k | 414.82 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $687k | NEW | 17k | 41.19 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $673k | NEW | 1.0k | 667.66 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $630k | NEW | 7.2k | 87.65 | |
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $616k | NEW | 4.5k | 135.62 | |
| Chevron Corporation (CVX) | 0.0 | $560k | NEW | 4.8k | 117.30 | |
| Gilead Sciences (GILD) | 0.0 | $537k | NEW | 7.4k | 72.65 | |
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.0 | $516k | NEW | 14k | 37.39 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $515k | NEW | 10k | 51.43 | |
| Wells Fargo & Company (WFC) | 0.0 | $506k | NEW | 11k | 47.94 | |
| Honeywell International (HON) | 0.0 | $505k | NEW | 2.4k | 208.51 | |
| Nike CL B (NKE) | 0.0 | $498k | NEW | 3.0k | 166.61 | |
| Pepsi (PEP) | 0.0 | $451k | NEW | 2.6k | 173.60 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $438k | NEW | 3.0k | 145.51 | |
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.0 | $422k | NEW | 11k | 39.07 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $405k | NEW | 1.1k | 359.36 | |
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $402k | NEW | 2.6k | 154.38 | |
| Norfolk Southern (NSC) | 0.0 | $388k | NEW | 1.3k | 298.00 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $381k | NEW | 957.00 | 398.12 | |
| Costco Wholesale Corporation (COST) | 0.0 | $366k | NEW | 644.00 | 568.32 | |
| Bristol Myers Squibb (BMY) | 0.0 | $349k | NEW | 5.6k | 62.32 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $337k | NEW | 3.0k | 112.22 | |
| Coca-Cola Company (KO) | 0.0 | $332k | NEW | 5.6k | 59.29 | |
| Qualcomm (QCOM) | 0.0 | $329k | NEW | 1.8k | 182.78 | |
| Illinois Tool Works (ITW) | 0.0 | $313k | NEW | 1.3k | 247.04 | |
| FactSet Research Systems (FDS) | 0.0 | $310k | NEW | 637.00 | 486.66 | |
| Ishares Tr Msci Usa Sml Cp (SMLF) | 0.0 | $309k | NEW | 5.4k | 57.22 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $303k | NEW | 2.2k | 135.27 | |
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $302k | NEW | 8.4k | 35.95 | |
| BlackRock (BLK) | 0.0 | $301k | NEW | 329.00 | 914.89 | |
| Paychex (PAYX) | 0.0 | $301k | NEW | 2.2k | 136.69 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $300k | NEW | 2.5k | 122.45 | |
| Procter & Gamble Company (PG) | 0.0 | $295k | NEW | 1.8k | 163.34 | |
| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.0 | $294k | NEW | 4.2k | 70.00 | |
| McDonald's Corporation (MCD) | 0.0 | $291k | NEW | 1.1k | 268.20 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $290k | NEW | 4.6k | 62.77 | |
| Nextera Energy (NEE) | 0.0 | $288k | NEW | 3.1k | 93.51 | |
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $282k | NEW | 4.2k | 66.38 | |
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $260k | NEW | 4.6k | 55.94 | |
| Equinix (EQIX) | 0.0 | $255k | NEW | 301.00 | 847.18 | |
| General Dynamics Corporation (GD) | 0.0 | $250k | NEW | 1.2k | 208.86 | |
| Lowe's Companies (LOW) | 0.0 | $250k | NEW | 966.00 | 258.80 | |
| Truist Financial Corp equities (TFC) | 0.0 | $246k | NEW | 4.2k | 58.57 | |
| Epam Systems (EPAM) | 0.0 | $220k | NEW | 329.00 | 668.69 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $215k | NEW | 1.9k | 111.98 | |
| Eversource Energy (ES) | 0.0 | $211k | NEW | 2.3k | 90.79 | |
| Clorox Company (CLX) | 0.0 | $209k | NEW | 1.2k | 174.60 | |
| At&t (T) | 0.0 | $205k | NEW | 8.3k | 24.59 | |
| General Electric Com New (GE) | 0.0 | $204k | NEW | 2.2k | 94.31 | |
| Waste Management (WM) | 0.0 | $200k | NEW | 1.2k | 166.67 | |
Past Filings by BlueSky Wealth Advisors
SEC 13F filings are viewable for BlueSky Wealth Advisors going back to 2017
- 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
- BlueSky Wealth Advisors 2020 Q4 filed Feb. 3, 2021
- BlueSky Wealth Advisors 2020 Q3 filed Oct. 16, 2020
- BlueSky Wealth Advisors 2020 Q2 filed July 14, 2020
- BlueSky Wealth Advisors 2020 Q1 filed April 21, 2020
- BlueSky Wealth Advisors 2019 Q4 filed Feb. 12, 2020
- BlueSky Wealth Advisors 2019 Q3 filed Oct. 15, 2019
- BlueSky Wealth Advisors 2019 Q2 filed Aug. 5, 2019
- BlueSky Wealth Advisors 2019 Q1 filed May 8, 2019
- BlueSky Wealth Advisors 2018 Q4 filed Feb. 1, 2019
- BlueSky Wealth Advisors 2018 Q3 filed Oct. 11, 2018
- BlueSky Wealth Advisors 2018 Q2 filed July 17, 2018
- BlueSky Wealth Advisors 2018 Q1 filed April 24, 2018