BlueSky Wealth Advisors

BlueSky Wealth Advisors as of March 31, 2019

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 57 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short Term Corporate Bond ETF (VCSH) 16.1 $45M 561k 79.46
Invesco Senior Loan Etf otr (BKLN) 8.3 $23M 1.0M 22.85
Schwab Strategic Tr us lrg cap etf (SCHX) 7.4 $20M 297k 68.73
Schwab Strategic Tr us aggregate b (SCHZ) 6.8 $19M 364k 51.58
iShares Lehman Aggregate Bond (AGG) 5.0 $14M 129k 108.40
Vanguard FTSE All Wld Ex USSml Cap (VSS) 5.0 $14M 129k 106.01
Schwab U S Small Cap ETF (SCHA) 4.1 $11M 161k 70.96
Vanguard Charlotte Fds intl bd idx etf (BNDX) 3.6 $9.9M 179k 55.67
Schwab Emerging Markets Equity ETF (SCHE) 3.6 $9.9M 370k 26.80
Invesco Emerging Markets S etf (PCY) 3.4 $9.3M 332k 28.06
Schwab Strategic Tr us reit etf (SCHH) 3.1 $8.7M 195k 44.35
Schwab International Equity ETF (SCHF) 3.0 $8.4M 263k 31.81
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 2.5 $7.0M 64k 109.65
Schwab Strategic Tr 0 (SCHP) 2.4 $6.6M 120k 54.81
SPDR DJ International Real Estate ETF (RWX) 2.1 $6.0M 154k 38.74
iShares S&P 500 Index (IVV) 2.1 $5.7M 20k 289.25
iShares Barclays TIPS Bond Fund (TIP) 1.6 $4.6M 41k 112.62
iShares S&P SmallCap 600 Index (IJR) 1.5 $4.3M 55k 78.31
Vanguard Large-Cap ETF (VV) 1.5 $4.2M 32k 131.85
Schwab Strategic Tr cmn (SCHV) 1.5 $4.2M 75k 55.41
Ishares Inc core msci emkt (IEMG) 1.5 $4.1M 77k 53.30
iShares Dow Jones US Real Estate (IYR) 1.2 $3.3M 38k 87.00
Vanguard Emerging Markets ETF (VWO) 1.1 $3.0M 69k 43.76
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.1 $2.9M 48k 61.72
Vanguard Small-Cap ETF (VB) 1.0 $2.7M 17k 155.03
SPDR DJ Wilshire Small Cap Value (SLYV) 0.9 $2.5M 41k 61.34
Spdr S&p 500 Etf (SPY) 0.9 $2.4M 8.3k 287.30
Ishares Tr core tl usd bd (IUSB) 0.8 $2.2M 45k 50.38
Sch Fnd Intl Lg Etf (FNDF) 0.7 $1.9M 69k 28.06
Vanguard Europe Pacific ETF (VEA) 0.6 $1.6M 39k 41.53
Apple (AAPL) 0.5 $1.4M 6.9k 199.54
iShares S&P 500 Value Index (IVE) 0.4 $1.2M 11k 115.00
Invesco Bulletshares 2019 Corp 0.4 $1.1M 53k 21.09
Schwab Intl Small Cap Equity ETF (SCHC) 0.4 $1.0M 32k 32.83
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.3 $972k 19k 52.64
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 0.3 $737k 25k 29.90
stock 0.3 $752k 5.8k 129.72
Ssga Active Etf Tr blkstn gsosrln (SRLN) 0.2 $681k 15k 46.34
Vanguard REIT ETF (VNQ) 0.2 $613k 7.1k 86.89
Dolby Laboratories (DLB) 0.2 $593k 9.3k 63.73
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $572k 3.8k 150.09
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.2 $583k 19k 31.31
Alphabet Inc Class C cs (GOOG) 0.2 $548k 458.00 1196.51
BB&T Corporation 0.2 $431k 9.0k 47.89
Vanguard Total Stock Market ETF (VTI) 0.2 $454k 3.1k 147.16
Alphabet Inc Class A cs (GOOGL) 0.2 $432k 359.00 1203.34
Schwab U S Broad Market ETF (SCHB) 0.1 $415k 6.0k 69.09
8x8 (EGHT) 0.1 $387k 19k 20.60
Cisco Systems (CSCO) 0.1 $334k 6.0k 55.23
SPDR S&P MidCap 400 ETF (MDY) 0.1 $339k 966.00 350.93
Coca-Cola Company (KO) 0.1 $299k 6.4k 46.72
Vanguard Total Bond Market ETF (BND) 0.1 $301k 3.7k 80.78
International Business Machines (IBM) 0.1 $263k 1.8k 142.24
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $266k 5.2k 51.21
Caterpillar (CAT) 0.1 $245k 1.8k 136.11
iShares Russell 2000 Index (IWM) 0.1 $210k 1.4k 155.33
Amazon (AMZN) 0.1 $207k 113.00 1831.86