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, VWOB, and represent 61.45% of BlueSky Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: SCHZ, SCHP, VNQ, AAPL, HYG, VWOB, IVV, VCSH, AGG, SCHF.
  • Started 2 new stock positions in NTRA, SCHB.
  • Reduced shares in these 10 stocks: SCHX, SCHH, BKLN, VV, VB, MSFT, IYR, IWR, CINF, SPY.
  • Sold out of its positions in BKLN, MSFT.
  • BlueSky Wealth Advisors was a net buyer of stock by $7.6M.
  • BlueSky Wealth Advisors has $383M in assets under management (AUM), dropping by 9.54%.

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Portfolio Holdings for BlueSky Wealth Advisors

Companies in the BlueSky Wealth Advisors portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 26.8 $103M 1.2M 84.54
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 13.0 $50M 601k 82.92
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.7 $33M +9% 595k 56.05
Schwab Strategic Tr Us Tips Etf (SCHP) 7.7 $30M +5% 480k 61.59
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 5.2 $20M +3% 250k 79.96
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.5 $17M +2% 619k 27.95
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.3 $17M 225k 74.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.4 $13M +3% 410k 32.21
Ishares Tr Core Us Aggbd Et (AGG) 3.3 $13M +3% 107k 117.98
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.2 $12M +7% 144k 85.00
Schwab Strategic Tr Us Reit Etf (SCHH) 2.5 $9.4M -5% 257k 36.68
Vanguard Index Fds Large Cap Etf (VV) 2.0 $7.8M -3% 47k 163.79
Vanguard Index Fds Small Cp Etf (VB) 1.7 $6.4M -3% 39k 165.75
Ishares Tr Core S&p500 Etf (IVV) 1.7 $6.4M +13% 18k 351.37

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Ishares Tr Tips Bd Etf (TIP) 1.2 $4.6M +7% 37k 126.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $3.7M 82k 45.12
Ishares Core Msci Emkt (IEMG) 0.9 $3.5M +3% 63k 55.01
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.9 $3.4M +2% 80k 41.98
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $3.4M 44k 75.72
Ishares Tr U.s. Real Es Etf (IYR) 0.6 $2.5M -4% 30k 82.79
Spdr Sp 500 Etf Tr Tr Unit (SPY) 0.6 $2.4M -3% 6.8k 350.04
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $2.3M +76% 28k 81.99
Ishares Tr Core Total Usd (IUSB) 0.6 $2.2M 40k 54.40
Ishares Tr Core Msci Eafe (IEFA) 0.6 $2.1M -2% 34k 61.84
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $1.5M 28k 54.92
Church & Dwight (CHD) 0.4 $1.5M -2% 16k 95.20
Snap Cl A (SNAP) 0.4 $1.4M 51k 27.00
Apple (AAPL) 0.3 $1.3M +268% 10k 121.12
stock (SPLK) 0.3 $1.2M 5.8k 215.78
Cincinnati Financial Corporation (CINF) 0.3 $1.1M -6% 15k 79.16
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $999k -2% 5.4k 186.45
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $686k -11% 11k 61.03
Dolby Laboratories Com Cl A (DLB) 0.2 $621k -6% 8.7k 71.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $552k 3.1k 178.93
Lockheed Martin Corporation (LMT) 0.1 $511k -2% 1.3k 388.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $480k -3% 2.1k 229.23
Spdr Sp Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $349k 962.00 362.79
Alphabet Cap Stk Cl A (GOOGL) 0.1 $326k -12% 208.00 1567.31
8x8 (EGHT) 0.1 $314k 19k 16.71
Alphabet Cap Stk Cl C (GOOG) 0.1 $306k 195.00 1569.23
Caterpillar (CAT) 0.1 $292k 1.8k 162.22
Amazon (AMZN) 0.1 $289k -19% 84.00 3440.48
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $274k -2% 2.4k 112.48
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $256k 4.9k 51.96
Ishares Tr Msci Eafe Etf (EFA) 0.1 $252k -11% 3.9k 65.30
Cisco Systems (CSCO) 0.1 $240k 6.0k 39.89
Coca-Cola Company (KO) 0.1 $227k 4.5k 50.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $211k NEW 2.5k 83.90
Ishares Tr Russell 2000 Etf (IWM) 0.1 $205k -20% 1.3k 162.83
Natera (NTRA) 0.1 $205k NEW 2.8k 72.90
International Business Machines (IBM) 0.1 $202k -7% 1.6k 125.39

Past Filings by BlueSky Wealth Advisors

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