BlueSky Wealth Advisors

BlueSky Wealth Advisors as of March 31, 2021

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 59 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 27.9 $124M 1.2M 99.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 12.3 $54M 660k 82.50
Schwab Strategic Tr Us Aggregate B (SCHZ) 9.2 $41M 753k 54.08
Schwab Strategic Tr Us Tips Etf (SCHP) 7.3 $32M 530k 61.14
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 4.9 $22M 276k 78.01
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.6 $21M 204k 100.83
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.4 $20M 619k 31.60
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.8 $17M 435k 38.49
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.0 $14M 155k 87.11
Schwab Strategic Tr Us Reit Etf (SCHH) 2.8 $12M 294k 42.18
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $12M 105k 114.15
Vanguard Index Fds Large Cap Etf (VV) 2.0 $8.7M 45k 192.57
Vanguard Index Fds Small Cp Etf (VB) 1.8 $8.0M 37k 218.19
Ishares Tr Core S&p500 Etf (IVV) 1.6 $7.0M 17k 413.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $4.7M 90k 51.86
Ishares Tr Tips Bd Etf (TIP) 1.0 $4.5M 36k 125.39
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $4.0M 37k 109.63
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.9 $3.8M 76k 50.29
Ishares Core Msci Emkt (IEMG) 0.8 $3.6M 57k 64.34
Spdr Sp 500 Etf Tr Tr Unit (SPY) 0.7 $3.0M 7.3k 411.69
Ishares Tr U.s. Real Es Etf (IYR) 0.6 $2.8M 29k 94.46
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $2.6M 27k 94.30
Ishares Tr Core Msci Eafe (IEFA) 0.6 $2.5M 33k 73.83
Ishares Tr Core Total Usd (IUSB) 0.5 $2.1M 40k 52.87
Cincinnati Financial Corporation (CINF) 0.3 $1.5M 15k 106.47
Church & Dwight (CHD) 0.3 $1.4M 16k 87.44
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.4M 26k 54.68
Apple (AAPL) 0.2 $962k 7.3k 131.26
Dolby Laboratories Com Cl A (DLB) 0.2 $829k 8.1k 102.18
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $760k 10k 76.33
stock 0.2 $724k 5.0k 144.66
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $714k 6.7k 106.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $661k 3.1k 214.26
8x8 (EGHT) 0.1 $617k 19k 32.84
Vanguard Index Fds Value Etf (VTV) 0.1 $561k 4.2k 133.60
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $545k 8.4k 64.84
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $538k 7.8k 68.79
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $538k 2.1k 256.92
Spdr Sp Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $470k 962.00 488.57
Lockheed Martin Corporation (LMT) 0.1 $441k 1.1k 387.52
Alphabet Cap Stk Cl C (GOOG) 0.1 $440k 195.00 2256.41
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $419k 5.1k 82.87
Caterpillar (CAT) 0.1 $416k 1.8k 231.11
Alphabet Cap Stk Cl A (GOOGL) 0.1 $388k 173.00 2242.77
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $376k 3.4k 109.88
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $325k 845.00 384.62
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $323k 1.8k 176.89
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $315k 2.7k 118.02
Ishares Tr Expanded Tech (IGV) 0.1 $306k 838.00 365.16
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $304k 4.9k 61.70
Natera (NTRA) 0.1 $292k 2.8k 103.84
Amazon (AMZN) 0.1 $284k 84.00 3380.95
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $260k 7.4k 35.33
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $250k 2.5k 100.20
International Business Machines (IBM) 0.0 $217k 1.6k 134.70
Cisco Systems (CSCO) 0.0 $213k 4.1k 51.65
Microsoft Corporation (MSFT) 0.0 $213k 831.00 256.32
Ishares Tr Msci Eafe Etf (EFA) 0.0 $212k 2.7k 77.46
JPMorgan Chase & Co. (JPM) 0.0 $203k 1.3k 156.15