BlueSky Wealth Advisors

BlueSky Wealth Advisors as of March 31, 2020

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 51 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr us lrg cap etf (SCHX) 20.6 $56M 911k 61.25
Vanguard Short Term Corporate Bond ETF (VCSH) 18.4 $50M 632k 79.10
Schwab Strategic Tr us aggregate b (SCHZ) 9.6 $26M 481k 54.27
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 5.2 $14M 200k 70.40
iShares Lehman Aggregate Bond (AGG) 4.8 $13M 113k 115.37
Vanguard Charlotte Fds intl bd idx etf (BNDX) 3.8 $10M 184k 56.26
Vanguard FTSE All Wld Ex USSml Cap (VSS) 3.5 $9.4M 120k 78.25
Schwab U S Small Cap ETF (SCHA) 3.2 $8.7M 170k 51.52
Schwab Emerging Markets Equity ETF (SCHE) 3.1 $8.5M 409k 20.69
Schwab Strategic Tr 0 (SCHP) 3.0 $8.0M 139k 57.51
Schwab International Equity ETF (SCHF) 2.8 $7.6M 293k 25.84
Schwab Strategic Tr us reit etf (SCHH) 2.4 $6.4M 195k 32.74
Vanguard Large-Cap ETF (VV) 2.1 $5.6M 48k 118.43
iShares S&P 500 Index (IVV) 1.6 $4.3M 17k 258.37
SPDR DJ International Real Estate ETF (RWX) 1.5 $4.2M 155k 26.77
iShares Barclays TIPS Bond Fund (TIP) 1.5 $4.0M 34k 117.93
Vanguard Small-Cap ETF (VB) 1.3 $3.5M 30k 115.45
Vanguard Emerging Markets ETF (VWO) 1.0 $2.8M 82k 33.55
iShares S&P SmallCap 600 Index (IJR) 0.9 $2.5M 45k 56.11
Ishares Inc core msci emkt (IEMG) 0.9 $2.5M 62k 40.47
iShares Dow Jones US Real Estate (IYR) 0.9 $2.4M 35k 69.56
Ishares Tr core tl usd bd (IUSB) 0.8 $2.1M 40k 52.51
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.8 $2.1M 42k 49.89
Vanguard Europe Pacific ETF (VEA) 0.7 $2.0M 60k 33.34
Spdr S&p 500 Etf (SPY) 0.7 $1.8M 7.0k 257.72
Schwab Intl Small Cap Equity ETF (SCHC) 0.6 $1.7M 72k 24.39
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.6 $1.6M 30k 52.38
Church & Dwight (CHD) 0.4 $1.1M 17k 64.18
Apple (AAPL) 0.3 $831k 3.3k 254.36
stock 0.3 $729k 5.8k 126.15
Snap Inc cl a (SNAP) 0.3 $740k 62k 11.89
iShares Russell Midcap Growth Idx. (IWP) 0.2 $665k 5.5k 121.53
iShares Russell Midcap Index Fund (IWR) 0.2 $645k 15k 43.20
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 0.2 $655k 30k 21.62
Vanguard REIT ETF (VNQ) 0.2 $581k 8.3k 69.81
Dolby Laboratories (DLB) 0.2 $501k 9.3k 54.16
Vanguard Total Stock Market ETF (VTI) 0.1 $398k 3.1k 129.01
Invesco Senior Loan Etf otr (BKLN) 0.1 $400k 20k 20.48
iShares Russell 1000 Growth Index (IWF) 0.1 $339k 2.2k 150.80
Alphabet Inc Class A cs (GOOGL) 0.1 $300k 258.00 1162.79
8x8 (EGHT) 0.1 $260k 19k 13.84
Amazon (AMZN) 0.1 $234k 120.00 1950.00
SPDR S&P MidCap 400 ETF (MDY) 0.1 $253k 962.00 262.99
Vanguard Total Bond Market ETF (BND) 0.1 $239k 2.8k 85.51
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $240k 2.5k 96.85
Schwab U S Broad Market ETF (SCHB) 0.1 $240k 4.0k 60.39
Caterpillar (CAT) 0.1 $210k 1.8k 116.02
Coca-Cola Company (KO) 0.1 $210k 4.7k 44.24
Cisco Systems (CSCO) 0.1 $210k 5.3k 39.40
Alphabet Inc Class C cs (GOOG) 0.1 $227k 195.00 1164.10
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $202k 4.9k 41.00