BlueSky Wealth Advisors

BlueSky Wealth Advisors as of Sept. 30, 2021

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 64 positions in its portfolio as reported in the September 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) 27.5 $140M 1.3M 104.03
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 12.4 $64M 771k 82.41
Schwab Strategic Tr Us Aggregate B (SCHZ) 9.5 $49M 898k 54.26
Schwab Strategic Tr Us Tips Etf (SCHP) 7.3 $37M 597k 62.58
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 4.9 $25M 319k 78.30
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.5 $23M 229k 100.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.0 $21M 673k 30.48
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $19M 488k 38.70
Schwab Strategic Tr Us Reit Etf (SCHH) 3.0 $15M 331k 45.68
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.9 $15M 171k 87.49
Ishares Tr Core Us Aggbd Et (AGG) 2.6 $13M 115k 114.83
Vanguard Index Fds Large Cap Etf (VV) 1.7 $8.6M 43k 200.93
Vanguard Index Fds Small Cp Etf (VB) 1.6 $7.9M 36k 218.67
Ishares Tr Core S&p500 Etf (IVV) 1.3 $6.9M 16k 430.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $6.7M 16k 429.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $6.0M 119k 50.01
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $4.8M 179k 26.57
Ishares Tr Tips Bd Etf (TIP) 0.9 $4.7M 37k 127.70
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $4.0M 36k 109.20
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.7 $3.7M 74k 50.49
Ishares Core Msci Emkt (IEMG) 0.7 $3.6M 59k 61.76
Ishares Tr U.s. Real Es Etf (IYR) 0.6 $2.9M 28k 102.38
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $2.7M 27k 101.77
Ishares Tr Core Msci Eafe (IEFA) 0.5 $2.4M 32k 74.26
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.4 $2.1M 43k 50.13
Ishares Tr Core Total Usd (IUSB) 0.4 $2.1M 40k 53.25
Cincinnati Financial Corporation (CINF) 0.3 $1.7M 15k 114.21
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.4M 26k 54.63
Church & Dwight (CHD) 0.3 $1.3M 16k 82.57
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.3M 16k 77.98
NVIDIA Corporation (NVDA) 0.2 $1.1M 5.2k 207.17
Apple (AAPL) 0.2 $1.0M 7.3k 141.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $944k 4.3k 222.07
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $740k 6.6k 112.00
stock 0.1 $664k 4.6k 144.76
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $652k 8.3k 78.22
Dolby Laboratories Com Cl A (DLB) 0.1 $595k 6.8k 87.98
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $578k 7.8k 73.90
Vanguard Index Fds Value Etf (VTV) 0.1 $568k 4.2k 135.27
Alphabet Cap Stk Cl C (GOOG) 0.1 $554k 208.00 2663.46
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $551k 8.4k 65.56
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $492k 1.8k 273.94
8x8 (EGHT) 0.1 $439k 19k 23.37
Microsoft Corporation (MSFT) 0.1 $426k 1.5k 281.93
Alphabet Cap Stk Cl A (GOOGL) 0.1 $425k 159.00 2672.96
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $410k 5.1k 81.09
Intuit (INTU) 0.1 $407k 755.00 539.07
Select Sector Spdr Tr Financial (XLF) 0.1 $382k 10k 37.49
Caterpillar (CAT) 0.1 $369k 1.9k 192.19
Lockheed Martin Corporation (LMT) 0.1 $363k 1.1k 345.39
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $341k 845.00 403.55
Ishares Tr Expanded Tech (IGV) 0.1 $334k 838.00 398.57
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $328k 1.8k 179.63
Natera (NTRA) 0.1 $313k 2.8k 111.31
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $305k 2.4k 127.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $300k 4.9k 60.89
Becton, Dickinson and (BDX) 0.1 $296k 1.2k 245.85
JPMorgan Chase & Co. (JPM) 0.1 $264k 1.6k 163.98
Select Sector Spdr Tr Energy (XLE) 0.1 $260k 5.0k 52.00
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $259k 2.5k 103.81
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $237k 493.00 480.73
Cisco Systems (CSCO) 0.0 $226k 4.1k 54.55
Oracle Corporation (ORCL) 0.0 $220k 2.5k 87.13
Amazon (AMZN) 0.0 $213k 65.00 3276.92