BlueSky Wealth Advisors

BlueSky Wealth Advisors as of Dec. 31, 2019

Portfolio Holdings for BlueSky Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short Term Corporate Bond ETF (VCSH) 16.4 $50M 618k 81.11
Invesco Senior Loan Etf otr (BKLN) 8.2 $25M 1.1M 22.90
Schwab Strategic Tr us lrg cap etf (SCHX) 8.0 $24M 313k 77.99
Schwab Strategic Tr us aggregate b (SCHZ) 8.0 $24M 455k 53.58
Vanguard FTSE All Wld Ex USSml Cap (VSS) 4.9 $15M 134k 110.85
Schwab U S Small Cap ETF (SCHA) 4.4 $13M 176k 75.61
iShares Lehman Aggregate Bond (AGG) 4.3 $13M 116k 112.79
Schwab Emerging Markets Equity ETF (SCHE) 3.7 $11M 407k 27.75
Invesco Emerging Markets S etf (PCY) 3.4 $11M 354k 29.58
Vanguard Charlotte Fds intl bd idx etf (BNDX) 3.3 $10M 180k 56.71
Schwab International Equity ETF (SCHF) 3.2 $9.7M 287k 33.75
Schwab Strategic Tr us reit etf (SCHH) 2.8 $8.5M 188k 45.24
Schwab Strategic Tr 0 (SCHP) 2.5 $7.7M 136k 56.80
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 2.3 $7.1M 62k 114.58
SPDR DJ International Real Estate ETF (RWX) 2.1 $6.4M 166k 38.43
iShares S&P 500 Index (IVV) 1.9 $5.8M 18k 328.04
Schwab Strategic Tr cmn (SCHV) 1.6 $4.8M 79k 60.25
SPDR DJ Wilshire Small Cap Value (SLYV) 1.4 $4.4M 67k 64.87
iShares S&P SmallCap 600 Index (IJR) 1.4 $4.1M 50k 83.46
iShares Barclays TIPS Bond Fund (TIP) 1.3 $4.0M 34k 116.91
Ishares Inc core msci emkt (IEMG) 1.2 $3.6M 67k 54.32
Sch Fnd Intl Lg Etf (FNDF) 1.1 $3.5M 119k 28.93
Vanguard Large-Cap ETF (VV) 1.0 $3.2M 21k 150.17
iShares Dow Jones US Real Estate (IYR) 1.0 $3.1M 34k 92.13
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.0 $2.9M 45k 65.52
Vanguard Small-Cap ETF (VB) 0.9 $2.8M 17k 166.08
Vanguard Emerging Markets ETF (VWO) 0.9 $2.7M 60k 45.05
Spdr S&p 500 Etf (SPY) 0.7 $2.2M 6.7k 326.64
Ishares Tr core tl usd bd (IUSB) 0.7 $2.1M 40k 52.29
Vanguard Europe Pacific ETF (VEA) 0.6 $1.7M 38k 44.19
Schwab Intl Small Cap Equity ETF (SCHC) 0.4 $1.3M 38k 34.50
iShares S&P 500 Value Index (IVE) 0.4 $1.3M 9.9k 130.32
Church & Dwight (CHD) 0.4 $1.2M 17k 69.75
Snap Inc cl a (SNAP) 0.4 $1.2M 68k 17.36
Apple (AAPL) 0.3 $983k 3.2k 309.70
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.3 $987k 18k 53.71
iShares Russell Midcap Growth Idx. (IWP) 0.3 $938k 6.0k 156.13
iShares Russell Midcap Index Fund (IWR) 0.3 $904k 15k 60.07
stock 0.3 $896k 5.8k 154.56
Vanguard REIT ETF (VNQ) 0.2 $715k 7.8k 91.55
Dolby Laboratories (DLB) 0.2 $642k 9.3k 69.41
Alphabet Inc Class C cs (GOOG) 0.2 $640k 451.00 1419.07
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.2 $598k 18k 33.68
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $581k 3.7k 158.87
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 0.2 $586k 20k 29.92
Vanguard Total Stock Market ETF (VTI) 0.2 $512k 3.1k 165.96
Alphabet Inc Class A cs (GOOGL) 0.2 $515k 363.00 1418.73
iShares Russell 1000 Growth Index (IWF) 0.1 $457k 2.5k 180.92
SPDR S&P MidCap 400 ETF (MDY) 0.1 $374k 999.00 374.37
8x8 (EGHT) 0.1 $360k 19k 19.16
Schwab U S Broad Market ETF (SCHB) 0.1 $355k 4.6k 77.95
iShares Russell 2000 Index (IWM) 0.1 $314k 1.9k 165.44
Caterpillar (CAT) 0.1 $265k 1.8k 147.22
Coca-Cola Company (KO) 0.1 $277k 5.0k 55.43
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $267k 4.9k 54.19
Vanguard Total Bond Market ETF (BND) 0.1 $274k 3.3k 83.97
Ssga Active Etf Tr blkstn gsosrln (SRLN) 0.1 $264k 5.6k 46.88
Cisco Systems (CSCO) 0.1 $258k 5.4k 47.38
International Business Machines (IBM) 0.1 $243k 1.8k 136.82
Amazon (AMZN) 0.1 $234k 123.00 1902.44
iShares MSCI EAFE Index Fund (EFA) 0.1 $208k 3.0k 69.80