BlueSky Wealth Advisors

Latest statistics and disclosures from BlueSky Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by BlueSky Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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

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