BlueSky Wealth Advisors

BlueSky Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 68 positions in its portfolio as reported in the December 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) 22.8 $123M 1.1M 113.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 11.9 $64M 791k 81.26
Schwab Strategic Tr Us Aggregate B (SCHZ) 9.4 $51M 939k 53.90
Schwab Strategic Tr Us Tips Etf (SCHP) 7.5 $41M 647k 62.89
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 5.0 $27M 347k 77.66
Dimensional Etf Trust World Ex Us Core (DFAX) 4.8 $26M 984k 26.11
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.0 $22M 733k 29.62
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $20M 513k 38.87
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.6 $19M 188k 102.40
Schwab Strategic Tr Us Reit Etf (SCHH) 3.1 $17M 322k 52.69
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.0 $16M 184k 87.01
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $13M 114k 114.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.0 $11M 227k 47.52
Vanguard Index Fds Large Cap Etf (VV) 1.5 $8.1M 37k 221.02
Vanguard Index Fds Small Cp Etf (VB) 1.3 $7.2M 32k 226.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $6.8M 138k 49.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $6.5M 14k 474.98
Ishares Tr Core S&p500 Etf (IVV) 1.1 $5.9M 12k 477.03
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $4.8M 165k 28.97
Ishares Tr Tips Bd Etf (TIP) 0.9 $4.7M 37k 129.20
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.7 $3.7M 73k 51.06
Ishares Core Msci Emkt (IEMG) 0.6 $3.4M 57k 59.85
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $3.3M 29k 114.51
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $3.0M 26k 116.03
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $2.9M 55k 53.88
Ishares Tr U.s. Real Es Etf (IYR) 0.5 $2.9M 25k 116.12
Ishares Tr Core Msci Eafe (IEFA) 0.4 $2.3M 30k 74.63
Ishares Tr Core Total Usd (IUSB) 0.4 $2.1M 40k 52.92
Church & Dwight (CHD) 0.3 $1.7M 16k 102.52
Cincinnati Financial Corporation (CINF) 0.3 $1.6M 15k 113.94
NVIDIA Corporation (NVDA) 0.3 $1.5M 5.2k 294.19
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.3M 16k 78.69
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.2M 14k 84.72
Apple (AAPL) 0.2 $1.1M 6.4k 177.61
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $947k 3.9k 241.40
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $704k 6.1k 115.28
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $692k 8.3k 83.01
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $650k 7.8k 83.73
Dolby Laboratories Com Cl A (DLB) 0.1 $639k 6.7k 95.19
Vanguard Index Fds Value Etf (VTV) 0.1 $618k 4.2k 147.18
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $603k 5.5k 109.04
Alphabet Cap Stk Cl C (GOOG) 0.1 $602k 208.00 2894.23
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $583k 18k 32.48
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $574k 8.4k 68.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $549k 1.8k 305.68
stock 0.1 $531k 4.6k 115.76
Microsoft Corporation (MSFT) 0.1 $508k 1.5k 336.20
Intuit (INTU) 0.1 $486k 755.00 643.71
Alphabet Cap Stk Cl A (GOOGL) 0.1 $440k 152.00 2894.74
Select Sector Spdr Tr Financial (XLF) 0.1 $398k 10k 39.06
Caterpillar (CAT) 0.1 $397k 1.9k 206.77
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $394k 5.1k 77.93
Paypal Holdings (PYPL) 0.1 $377k 2.0k 188.69
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $373k 1.8k 204.27
Lockheed Martin Corporation (LMT) 0.1 $367k 1.0k 354.93
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $337k 2.4k 140.77
Ishares Tr Expanded Tech (IGV) 0.1 $333k 838.00 397.37
8x8 (EGHT) 0.1 $315k 19k 16.77
Becton, Dickinson and (BDX) 0.1 $303k 1.2k 251.66
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $302k 4.9k 61.29
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $290k 1.6k 178.57
Natera (NTRA) 0.0 $263k 2.8k 93.53
JPMorgan Chase & Co. (JPM) 0.0 $255k 1.6k 158.39
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $255k 493.00 517.24
Linde SHS 0.0 $228k 657.00 347.03
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $225k 2.0k 112.90
Oracle Corporation (ORCL) 0.0 $220k 2.5k 87.13
UnitedHealth (UNH) 0.0 $217k 432.00 502.31