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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Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 69 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 20.5 $110M 2.0M 56.40
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.0 $48M 626k 77.37
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Schwab Strategic Tr Us Aggregate B (SCHZ) 7.5 $40M -12% 868k 46.62
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Schwab Strategic Tr Us Tips Etf (SCHP) 5.8 $31M +2% 601k 52.20
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Dimensional Etf Trust World Ex Us Core (DFAX) 5.1 $27M 1.1M 24.42
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.6 $25M +2% 994k 24.79
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 4.0 $22M +5% 342k 63.75
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.9 $21M 567k 36.96
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.5 $19M -3% 401k 47.24
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Vanguard Index Fds Large Cap Etf (VV) 3.5 $19M +8% 87k 218.15
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Schwab Strategic Tr Us Reit Etf (SCHH) 2.9 $15M -3% 743k 20.71
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.5 $13M 257k 52.33
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Ishares Tr Iboxx Hi Yd Etf (HYG) 2.4 $13M -3% 167k 77.39
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Ishares Tr Ishs 1-5yr Invs (IGSB) 2.2 $12M +3% 231k 51.27
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.2 $12M +15% 158k 73.55
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 1.9 $10M +18% 307k 33.73
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Ishares Tr Core Us Aggbd Et (AGG) 1.9 $10M +130% 103k 99.25
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Ishares Tr Tips Bd Etf (TIP) 1.8 $9.5M +9% 89k 107.49
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Vanguard Index Fds Small Cp Etf (VB) 1.6 $8.4M +19% 40k 213.33
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $7.0M +14% 169k 41.10
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $5.8M +5% 122k 47.90
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Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $4.8M +54% 55k 88.36
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $4.8M 163k 29.23
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $4.2M 8.8k 475.33
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.8 $4.1M -10% 46k 89.06
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Alphabet Cap Stk Cl C (GOOG) 0.7 $4.0M -4% 28k 140.93
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Ishares Tr Core S&p500 Etf (IVV) 0.7 $3.8M -9% 8.0k 477.63
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Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $2.9M +50% 30k 94.73
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NVIDIA Corporation (NVDA) 0.5 $2.7M 5.4k 495.22
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $2.3M +24% 13k 179.97
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.0M -3% 19k 108.25
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Ishares Core Msci Emkt (IEMG) 0.4 $1.9M -2% 38k 50.58
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Cincinnati Financial Corporation (CINF) 0.3 $1.5M 15k 103.46
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.4M 21k 70.35
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Ishares Tr U.s. Real Es Etf (IYR) 0.3 $1.4M 16k 91.41
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Church & Dwight (CHD) 0.3 $1.3M 14k 94.56
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.2M -7% 4.9k 237.22
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.0M 7.2k 139.69
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W.W. Grainger (GWW) 0.2 $914k -10% 1.1k 828.69
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Apple (AAPL) 0.1 $795k -15% 4.1k 192.54
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Microsoft Corporation (MSFT) 0.1 $791k -14% 2.1k 376.10
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $755k -3% 10k 75.35
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Caterpillar (CAT) 0.1 $714k -5% 2.4k 295.67
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JPMorgan Chase & Co. (JPM) 0.1 $639k +3% 3.8k 170.10
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Vanguard Index Fds Value Etf (VTV) 0.1 $628k -4% 4.2k 149.50
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $611k 5.9k 104.46
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $582k 7.5k 77.73
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $542k 8.4k 64.48
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $505k 1.7k 303.17
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stock (SPLK) 0.1 $494k 3.2k 152.35
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Intuit (INTU) 0.1 $479k 766.00 625.03
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Builders FirstSource (BLDR) 0.1 $443k NEW 2.7k 166.94
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International Business Machines (IBM) 0.1 $429k 2.6k 163.53
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UnitedHealth (UNH) 0.1 $385k +65% 731.00 526.47
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $364k 5.1k 72.03
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Dolby Laboratories Com Cl A (DLB) 0.1 $359k -25% 4.2k 86.18
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $327k 2.4k 136.38
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Exxon Mobil Corporation (XOM) 0.1 $295k -10% 3.0k 99.98
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Mastercard Incorporated Cl A (MA) 0.1 $273k NEW 640.00 426.51
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Becton, Dickinson and (BDX) 0.0 $258k 1.1k 243.83
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Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $253k NEW 5.0k 50.70
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $250k 493.00 507.38
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $235k 4.2k 56.14
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Home Depot (HD) 0.0 $235k 677.00 346.55
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Lockheed Martin Corporation (LMT) 0.0 $223k -12% 492.00 453.24
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Oracle Corporation (ORCL) 0.0 $219k 2.1k 105.43
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Select Sector Spdr Tr Financial (XLF) 0.0 $218k -43% 5.8k 37.60
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8x8 (EGHT) 0.0 $71k 19k 3.78
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23andme Holding Class A Com (ME) 0.0 $15k 17k 0.91
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Past Filings by BlueSky Wealth Advisors

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

View all past filings