BlueSky Wealth Advisors

BlueSky Wealth Advisors as of Sept. 30, 2019

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 61 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short Term Corporate Bond ETF (VCSH) 16.6 $48M 594k 81.22
Invesco Senior Loan Etf otr (BKLN) 8.2 $24M 1.1M 22.40
Schwab Strategic Tr us aggregate b (SCHZ) 8.0 $23M 432k 53.96
Schwab Strategic Tr us lrg cap etf (SCHX) 7.5 $22M 313k 69.63
iShares Lehman Aggregate Bond (AGG) 4.6 $13M 118k 113.49
Vanguard FTSE All Wld Ex USSml Cap (VSS) 4.6 $13M 132k 101.04
Schwab U S Small Cap ETF (SCHA) 4.1 $12M 174k 67.60
Vanguard Charlotte Fds intl bd idx etf (BNDX) 3.6 $10M 176k 58.81
Invesco Emerging Markets S etf (PCY) 3.4 $9.9M 340k 29.26
Schwab Emerging Markets Equity ETF (SCHE) 3.4 $9.8M 391k 25.04
Schwab International Equity ETF (SCHF) 3.1 $8.9M 284k 31.29
Schwab Strategic Tr us reit etf (SCHH) 3.0 $8.8M 187k 46.96
Schwab Strategic Tr 0 (SCHP) 2.6 $7.5M 132k 56.88
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 2.4 $7.0M 62k 113.18
SPDR DJ International Real Estate ETF (RWX) 2.2 $6.4M 161k 39.76
iShares S&P 500 Index (IVV) 1.8 $5.3M 18k 292.90
Schwab Strategic Tr cmn (SCHV) 1.5 $4.4M 79k 55.11
iShares Barclays TIPS Bond Fund (TIP) 1.4 $4.0M 34k 116.39
iShares S&P SmallCap 600 Index (IJR) 1.3 $3.9M 51k 75.29
SPDR DJ Wilshire Small Cap Value (SLYV) 1.3 $3.8M 65k 59.02
Ishares Inc core msci emkt (IEMG) 1.1 $3.3M 68k 48.83
iShares Dow Jones US Real Estate (IYR) 1.1 $3.2M 35k 93.16
Sch Fnd Intl Lg Etf (FNDF) 1.1 $3.1M 117k 26.95
Vanguard Large-Cap ETF (VV) 1.0 $3.0M 22k 133.76
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.9 $2.7M 46k 60.07
Vanguard Emerging Markets ETF (VWO) 0.9 $2.5M 63k 40.11
Vanguard Small-Cap ETF (VB) 0.8 $2.5M 16k 150.05
Spdr S&p 500 Etf (SPY) 0.8 $2.2M 7.6k 291.28
Ishares Tr core tl usd bd (IUSB) 0.8 $2.2M 43k 52.49
Vanguard Europe Pacific ETF (VEA) 0.6 $1.7M 41k 40.39
Church & Dwight (CHD) 0.5 $1.3M 17k 75.95
iShares S&P 500 Value Index (IVE) 0.4 $1.2M 10k 116.35
Schwab Intl Small Cap Equity ETF (SCHC) 0.4 $1.1M 36k 31.41
Invesco Bulletshares 2019 Corp 0.4 $1.1M 51k 21.10
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.3 $988k 18k 53.76
Apple (AAPL) 0.3 $964k 4.2k 226.93
iShares Russell Midcap Growth Idx. (IWP) 0.3 $837k 6.0k 139.31
iShares Russell Midcap Index Fund (IWR) 0.3 $821k 15k 54.56
Snap Inc cl a (SNAP) 0.3 $802k 56k 14.21
Vanguard REIT ETF (VNQ) 0.3 $773k 8.3k 92.94
stock 0.2 $690k 5.8k 119.03
Dolby Laboratories (DLB) 0.2 $574k 9.3k 61.79
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 0.2 $589k 20k 29.76
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.2 $540k 18k 29.96
Alphabet Inc Class C cs (GOOG) 0.2 $542k 451.00 1201.77
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $530k 3.7k 144.49
Vanguard Total Stock Market ETF (VTI) 0.2 $457k 3.1k 148.14
Alphabet Inc Class A cs (GOOGL) 0.1 $436k 363.00 1201.10
iShares Russell 1000 Growth Index (IWF) 0.1 $399k 2.5k 157.96
8x8 (EGHT) 0.1 $375k 19k 19.96
Schwab U S Broad Market ETF (SCHB) 0.1 $388k 5.6k 69.55
SPDR S&P MidCap 400 ETF (MDY) 0.1 $341k 999.00 341.34
Coca-Cola Company (KO) 0.1 $280k 5.2k 53.88
Cisco Systems (CSCO) 0.1 $282k 6.0k 46.83
iShares Russell 2000 Index (IWM) 0.1 $282k 1.9k 147.03
Vanguard Total Bond Market ETF (BND) 0.1 $276k 3.3k 84.58
Ssga Active Etf Tr blkstn gsosrln (SRLN) 0.1 $280k 6.1k 45.69
International Business Machines (IBM) 0.1 $244k 1.7k 139.51
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $242k 4.9k 49.12
Caterpillar (CAT) 0.1 $215k 1.8k 119.44
Vanguard Malvern Fds strm infproidx (VTIP) 0.1 $204k 4.2k 49.14