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 47.89% of BlueSky Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$5.8M), VNQ, FNDF, BND, VV, VB, VWOB, JNK, VWO, VCSH.
- Started 3 new stock positions in TQQQ, BLDR, MA.
- Reduced shares in these 10 stocks: SCHZ (-$6.0M), SCHX, , SCHA, SCHH, DFAX, HYG, EMB, IVV, DFAT.
- Sold out of its positions in AMZN, BRK.B, ET.
- BlueSky Wealth Advisors was a net buyer of stock by $9.0M.
- BlueSky Wealth Advisors has $538M in assets under management (AUM), dropping by 10.02%.
- Central Index Key (CIK): 0001704107
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BlueSky Wealth Advisors holds 69 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by BlueSky Wealth Advisors
SEC 13F filings are viewable for BlueSky Wealth Advisors going back to 2017
- 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
- 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