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

View all past filings