BlueSky Wealth Advisors

BlueSky Wealth Advisors as of Dec. 31, 2018

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 59 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short Term Corporate Bond ETF (VCSH) 16.0 $41M 522k 78.47
Invesco Senior Loan Etf otr (BKLN) 8.3 $21M 944k 22.44
Schwab Strategic Tr us lrg cap etf (SCHX) 7.2 $19M 294k 62.91
Schwab Strategic Tr us aggregate b (SCHZ) 6.2 $16M 315k 50.72
iShares Lehman Aggregate Bond (AGG) 5.2 $13M 124k 106.55
Vanguard FTSE All Wld Ex USSml Cap (VSS) 4.8 $12M 125k 98.99
Schwab U S Small Cap ETF (SCHA) 3.8 $9.8M 149k 65.77
Vanguard Charlotte Fds intl bd idx etf (BNDX) 3.7 $9.4M 173k 54.51
Schwab Emerging Markets Equity ETF (SCHE) 3.4 $8.8M 354k 24.84
Invesco Emerging Markets S etf (PCY) 3.3 $8.4M 309k 27.10
Schwab Strategic Tr us reit etf (SCHH) 3.1 $8.0M 197k 40.82
Schwab International Equity ETF (SCHF) 2.8 $7.3M 245k 29.73
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 2.7 $6.9M 64k 107.27
Schwab Strategic Tr 0 (SCHP) 2.4 $6.2M 116k 53.38
SPDR DJ International Real Estate ETF (RWX) 2.2 $5.6M 150k 37.44
iShares S&P 500 Index (IVV) 2.0 $5.2M 20k 264.86
iShares Barclays TIPS Bond Fund (TIP) 1.7 $4.5M 41k 109.69
iShares S&P SmallCap 600 Index (IJR) 1.6 $4.0M 54k 74.51
Vanguard Large-Cap ETF (VV) 1.5 $3.9M 32k 121.02
Schwab Strategic Tr cmn (SCHV) 1.5 $3.9M 75k 51.85
Ishares Inc core msci emkt (IEMG) 1.5 $3.8M 77k 49.60
iShares Dow Jones US Real Estate (IYR) 1.2 $3.0M 38k 79.44
Vanguard Emerging Markets ETF (VWO) 1.1 $2.9M 72k 40.26
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.1 $2.8M 49k 57.54
SPDR DJ Wilshire Small Cap Value (SLYV) 1.0 $2.6M 44k 58.52
Ishares Tr core tl usd bd (IUSB) 1.0 $2.6M 52k 49.46
Vanguard Small-Cap ETF (VB) 1.0 $2.5M 18k 142.70
Spdr S&p 500 Etf (SPY) 0.8 $2.1M 8.0k 263.34
Sch Fnd Intl Lg Etf (FNDF) 0.7 $1.8M 70k 26.46
Vanguard Europe Pacific ETF (VEA) 0.6 $1.6M 42k 38.96
Vanguard Total Stock Market ETF (VTI) 0.6 $1.4M 10k 134.89
Apple (AAPL) 0.5 $1.2M 7.7k 153.88
Schwab Intl Small Cap Equity ETF (SCHC) 0.5 $1.2M 39k 30.70
iShares S&P 500 Value Index (IVE) 0.4 $1.1M 10k 106.89
Invesco Bulletshares 2019 Corp 0.4 $1.1M 52k 21.08
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.4 $961k 19k 51.99
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 0.3 $710k 25k 28.61
stock 0.3 $711k 6.0k 119.48
Ssga Active Etf Tr blkstn gsosrln (SRLN) 0.3 $703k 15k 45.80
Dolby Laboratories (DLB) 0.2 $586k 9.3k 62.98
Vanguard REIT ETF (VNQ) 0.2 $567k 7.2k 79.15
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.2 $556k 18k 30.20
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $527k 3.7k 143.40
BB&T Corporation 0.2 $445k 9.0k 49.44
8x8 (EGHT) 0.1 $376k 19k 20.01
Schwab U S Broad Market ETF (SCHB) 0.1 $393k 6.2k 63.33
Alphabet Inc Class A cs (GOOGL) 0.1 $381k 351.00 1085.47
Vanguard Total Bond Market ETF (BND) 0.1 $342k 4.3k 79.26
Alphabet Inc Class C cs (GOOG) 0.1 $340k 316.00 1075.95
Coca-Cola Company (KO) 0.1 $309k 6.4k 48.28
At&t (T) 0.1 $306k 9.9k 30.85
SPDR S&P MidCap 400 ETF (MDY) 0.1 $313k 963.00 325.03
Cisco Systems (CSCO) 0.1 $266k 5.8k 45.49
Caterpillar (CAT) 0.1 $237k 1.8k 131.67
International Business Machines (IBM) 0.1 $235k 1.8k 132.99
Gilead Sciences (GILD) 0.1 $223k 3.3k 68.26
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $235k 4.9k 47.70
Verizon Communications (VZ) 0.1 $214k 3.7k 57.65
Snap Inc cl a (SNAP) 0.0 $103k 17k 6.01