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 48.61% of BlueSky Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VV, FNDF, SCHH, SCHE, SCHA, SCHP, BND, LIN, MDY, VEU.
- Started 3 new stock positions in VEU, LIN, MDY.
- Reduced shares in these 10 stocks: SCHX, VCSH, DFAX, VTI, SPY, VB, IVW, IVV, SCHZ, JNK.
- Sold out of its positions in IVW.
- BlueSky Wealth Advisors was a net seller of stock by $-2.5M.
- BlueSky Wealth Advisors has $452M in assets under management (AUM), dropping by 4.94%.
- Central Index Key (CIK): 0001704107
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Portfolio Holdings for BlueSky Wealth Advisors
BlueSky Wealth Advisors holds 67 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 19.1 | $86M | -4% | 1.9M | 45.15 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 9.8 | $44M | -2% | 587k | 75.19 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 8.7 | $39M | 858k | 45.65 | ||
Schwab Strategic Tr Us Tips Etf (SCHP) | 6.0 | $27M | 525k | 51.79 | ||
Dimensional Etf Trust World Ex Us Core (DFAX) | 5.1 | $23M | -4% | 1.1M | 21.60 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 4.4 | $20M | +3% | 843k | 23.67 | |
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 4.0 | $18M | 300k | 60.98 | ||
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.8 | $17M | 534k | 32.21 | ||
Vanguard Index Fds Large Cap Etf (VV) | 3.6 | $16M | +25% | 93k | 174.20 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 3.2 | $14M | +4% | 353k | 40.51 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 2.8 | $13M | +7% | 664k | 19.29 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.6 | $12M | -2% | 236k | 49.82 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.6 | $12M | +2% | 161k | 71.84 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.4 | $11M | 150k | 73.63 | ||
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Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.4 | $11M | -2% | 245k | 43.95 | |
Ishares Tr Tips Bd Etf (TIP) | 2.1 | $9.4M | 88k | 106.44 | ||
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 1.8 | $8.0M | +20% | 277k | 29.07 | |
Vanguard Index Fds Small Cp Etf (VB) | 1.5 | $6.6M | -7% | 36k | 183.54 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $6.3M | 162k | 38.98 | ||
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $5.5M | 131k | 41.97 | ||
Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $4.7M | -4% | 49k | 96.99 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 1.0 | $4.6M | -3% | 54k | 84.59 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.9 | $4.0M | -2% | 163k | 24.28 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $3.7M | -12% | 9.8k | 382.44 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $3.6M | -8% | 9.5k | 384.21 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $3.0M | -9% | 36k | 82.48 | |
Apple (AAPL) | 0.6 | $2.8M | -4% | 22k | 129.93 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $2.1M | -6% | 22k | 94.64 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 0.4 | $1.9M | -14% | 21k | 90.00 | |
Ishares Core Msci Emkt (IEMG) | 0.4 | $1.9M | -6% | 41k | 46.70 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $1.9M | -14% | 12k | 158.80 | |
Cincinnati Financial Corporation (CINF) | 0.3 | $1.5M | 15k | 102.39 | ||
Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.5M | -2% | 24k | 61.64 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.3 | $1.5M | -5% | 17k | 84.19 | |
Church & Dwight (CHD) | 0.3 | $1.2M | 15k | 80.61 | ||
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $919k | -37% | 4.8k | 191.19 | |
NVIDIA Corporation (NVDA) | 0.2 | $810k | 5.5k | 146.14 | ||
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $728k | -2% | 11k | 65.64 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $623k | -13% | 9.2k | 67.45 | |
W.W. Grainger (GWW) | 0.1 | $615k | 1.1k | 556.25 | ||
Microsoft Corporation (MSFT) | 0.1 | $594k | +4% | 2.5k | 239.84 | |
Vanguard Index Fds Value Etf (VTV) | 0.1 | $591k | 4.2k | 140.37 | ||
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $511k | 6.1k | 83.60 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $500k | 5.6k | 88.73 | ||
Caterpillar (CAT) | 0.1 | $498k | -16% | 2.1k | 239.56 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $466k | 8.4k | 55.44 | ||
Dolby Laboratories Com Cl A (DLB) | 0.1 | $428k | -4% | 6.1k | 70.54 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $412k | +21% | 1.9k | 214.24 | |
Lockheed Martin Corporation (LMT) | 0.1 | $408k | -5% | 838.00 | 486.49 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $389k | 2.9k | 134.10 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $355k | 4.0k | 88.23 | ||
Select Sector Spdr Tr Financial (XLF) | 0.1 | $349k | 10k | 34.20 | ||
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $325k | 5.1k | 64.35 | ||
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $325k | 2.4k | 135.85 | ||
Becton, Dickinson and (BDX) | 0.1 | $319k | 1.3k | 254.30 | ||
Intuit (INTU) | 0.1 | $309k | 795.00 | 389.22 | ||
stock (SPLK) | 0.1 | $284k | -18% | 3.3k | 86.09 | |
UnitedHealth (UNH) | 0.1 | $269k | 507.00 | 530.18 | ||
International Business Machines (IBM) | 0.1 | $261k | -3% | 1.9k | 140.89 | |
Exxon Mobil Corporation (XOM) | 0.1 | $260k | 2.4k | 110.30 | ||
Home Depot (HD) | 0.1 | $248k | 784.00 | 315.86 | ||
Amazon (AMZN) | 0.1 | $232k | 2.8k | 84.00 | ||
Linde SHS (LIN) | 0.0 | $222k | NEW | 680.00 | 326.18 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $218k | NEW | 493.00 | 442.79 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $210k | NEW | 4.2k | 50.14 | |
8x8 (EGHT) | 0.0 | $81k | 19k | 4.32 | ||
23andme Holding Class A Com (ME) | 0.0 | $36k | 17k | 2.16 |
Past Filings by BlueSky Wealth Advisors
SEC 13F filings are viewable for BlueSky Wealth Advisors going back to 2017
- 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
- 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