BlueSky Wealth Advisors

BlueSky Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 134 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) 21.8 $737M 6.5M 113.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 11.4 $386M 4.7M 81.26
Schwab Strategic Tr Us Aggregate B (SCHZ) 9.0 $304M 5.6M 53.90
Schwab Strategic Tr Us Tips Etf (SCHP) 7.2 $244M 3.9M 62.89
Dimensional Etf Trust World Ex Us Core (DFAX) 5.3 $180M 6.9M 26.11
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 4.8 $162M 2.1M 77.66
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.9 $130M 4.4M 29.62
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.5 $120M 3.1M 38.87
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.4 $115M 1.1M 102.40
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.3 $112M 1.3M 87.01
Schwab Strategic Tr Us Reit Etf (SCHH) 3.0 $102M 1.9M 52.69
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $91M 795k 114.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.2 $76M 1.6M 47.52
Vanguard Index Fds Large Cap Etf (VV) 1.4 $49M 221k 221.02
Vanguard Index Fds Small Cp Etf (VB) 1.3 $43M 190k 226.01
Ishares Tr Core S&p500 Etf (IVV) 1.2 $41M 87k 476.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $41M 830k 49.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $39M 83k 474.95
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $34M 1.2M 28.97
Ishares Tr Tips Bd Etf (TIP) 1.0 $33M 256k 129.20
Ishares Core Msci Emkt (IEMG) 0.7 $24M 402k 59.86
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $23M 200k 114.51
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.7 $22M 436k 51.06
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $21M 382k 53.88
Ishares Tr U.s. Real Es Etf (IYR) 0.6 $20M 176k 116.14
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $18M 155k 116.01
Ishares Tr Core Msci Eafe (IEFA) 0.5 $16M 212k 74.64
Ishares Tr Core Total Usd (IUSB) 0.4 $15M 278k 52.93
Church & Dwight (CHD) 0.3 $12M 114k 102.50
Cincinnati Financial Corporation (CINF) 0.3 $12M 101k 113.93
NVIDIA Corporation (NVDA) 0.3 $11M 36k 294.10
Ishares Tr Msci Eafe Etf (EFA) 0.3 $8.8M 112k 78.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $7.1M 84k 84.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $5.7M 24k 241.44
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $4.9M 43k 115.23
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $4.8M 58k 83.01
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $4.5M 54k 83.68
Dolby Laboratories Com Cl A (DLB) 0.1 $4.5M 47k 95.21
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $4.2M 39k 109.05
Alphabet Cap Stk Cl C (GOOG) 0.1 $4.2M 1.5k 2893.54
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $3.8M 13k 305.60
Vanguard Index Fds Value Etf (VTV) 0.1 $3.7M 25k 147.10
Microsoft Corporation (MSFT) 0.1 $3.6M 11k 336.33
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $3.5M 108k 32.51
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $3.4M 50k 68.23
Intuit (INTU) 0.1 $3.4M 5.3k 643.14
Apple (AAPL) 0.1 $3.4M 19k 177.56
stock 0.1 $3.2M 28k 115.73
Alphabet Cap Stk Cl A (GOOGL) 0.1 $3.1M 1.1k 2896.62
Caterpillar (CAT) 0.1 $2.8M 13k 206.77
Lockheed Martin Corporation (LMT) 0.1 $2.6M 7.2k 355.35
Select Sector Spdr Tr Financial (XLF) 0.1 $2.4M 61k 39.05
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $2.4M 30k 78.03
Ishares Tr Expanded Tech (IGV) 0.1 $2.3M 5.9k 397.72
Paypal Holdings (PYPL) 0.1 $2.3M 12k 188.61
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $2.2M 11k 204.45
8x8 (EGHT) 0.1 $2.2M 132k 16.76
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $2.0M 14k 140.91
Natera (NTRA) 0.1 $1.8M 20k 93.38
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.8M 30k 61.29
JPMorgan Chase & Co. (JPM) 0.1 $1.8M 11k 158.39
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.7M 9.7k 178.88
Linde SHS 0.0 $1.6M 4.6k 346.38
Oracle Corporation (ORCL) 0.0 $1.5M 18k 87.19
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $1.5M 3.0k 517.58
Cisco Systems (CSCO) 0.0 $1.4M 22k 63.35
Home Depot (HD) 0.0 $1.4M 3.3k 414.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $1.4M 12k 112.98
International Business Machines (IBM) 0.0 $1.3M 9.8k 133.69
UnitedHealth (UNH) 0.0 $1.3M 2.6k 502.31
Intel Corporation (INTC) 0.0 $1.2M 24k 51.49
Wal-Mart Stores (WMT) 0.0 $1.2M 8.1k 144.68
Vanguard World Fds Industrial Etf (VIS) 0.0 $1.1M 5.6k 202.91
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.1M 22k 48.86
Exxon Mobil Corporation (XOM) 0.0 $1.0M 17k 61.21
Ishares Tr Russell 2000 Etf (IWM) 0.0 $994k 4.5k 222.37
Walt Disney Company (DIS) 0.0 $938k 6.1k 154.91
Becton, Dickinson and (BDX) 0.0 $908k 3.6k 251.38
Visa Com Cl A (V) 0.0 $873k 4.0k 216.63
United Parcel Service CL B (UPS) 0.0 $868k 4.1k 214.32
Ishares Msci Cda Etf (EWC) 0.0 $778k 20k 38.43
Verizon Communications (VZ) 0.0 $769k 15k 51.97
Amplitude Com Cl A (AMPL) 0.0 $718k 14k 52.95
Tri-Continental Corporation (TY) 0.0 $710k 21k 33.17
Accenture Plc Ireland Shs Class A (ACN) 0.0 $694k 1.7k 414.82
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $687k 17k 41.19
Thermo Fisher Scientific (TMO) 0.0 $673k 1.0k 667.66
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $630k 7.2k 87.65
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $616k 4.5k 135.62
Chevron Corporation (CVX) 0.0 $560k 4.8k 117.30
Gilead Sciences (GILD) 0.0 $537k 7.4k 72.65
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $516k 14k 37.39
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $515k 10k 51.43
Wells Fargo & Company (WFC) 0.0 $506k 11k 47.94
Honeywell International (HON) 0.0 $505k 2.4k 208.51
Nike CL B (NKE) 0.0 $498k 3.0k 166.61
Pepsi (PEP) 0.0 $451k 2.6k 173.60
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $438k 3.0k 145.51
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.0 $422k 11k 39.07
Mastercard Incorporated Cl A (MA) 0.0 $405k 1.1k 359.36
Ligand Pharmaceuticals Com New (LGND) 0.0 $402k 2.6k 154.38
Norfolk Southern (NSC) 0.0 $388k 1.3k 298.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $381k 957.00 398.12
Costco Wholesale Corporation (COST) 0.0 $366k 644.00 568.32
Bristol Myers Squibb (BMY) 0.0 $349k 5.6k 62.32
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $337k 3.0k 112.22
Coca-Cola Company (KO) 0.0 $332k 5.6k 59.29
Qualcomm (QCOM) 0.0 $329k 1.8k 182.78
Illinois Tool Works (ITW) 0.0 $313k 1.3k 247.04
FactSet Research Systems (FDS) 0.0 $310k 637.00 486.66
Ishares Tr Msci Usa Sml Cp (SMLF) 0.0 $309k 5.4k 57.22
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $303k 2.2k 135.27
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $302k 8.4k 35.95
BlackRock (BLK) 0.0 $301k 329.00 914.89
Paychex (PAYX) 0.0 $301k 2.2k 136.69
Ishares Tr Select Divid Etf (DVY) 0.0 $300k 2.5k 122.45
Procter & Gamble Company (PG) 0.0 $295k 1.8k 163.34
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.0 $294k 4.2k 70.00
McDonald's Corporation (MCD) 0.0 $291k 1.1k 268.20
Ishares Msci Emerg Mrkt (EEMV) 0.0 $290k 4.6k 62.77
Nextera Energy (NEE) 0.0 $288k 3.1k 93.51
Ishares Tr Morningstr Us Eq (ILCB) 0.0 $282k 4.2k 66.38
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $260k 4.6k 55.94
Equinix (EQIX) 0.0 $255k 301.00 847.18
General Dynamics Corporation (GD) 0.0 $250k 1.2k 208.86
Lowe's Companies (LOW) 0.0 $250k 966.00 258.80
Truist Financial Corp equities (TFC) 0.0 $246k 4.2k 58.57
Epam Systems (EPAM) 0.0 $220k 329.00 668.69
Spdr Ser Tr S&p Biotech (XBI) 0.0 $215k 1.9k 111.98
Eversource Energy (ES) 0.0 $211k 2.3k 90.79
Clorox Company (CLX) 0.0 $209k 1.2k 174.60
At&t (T) 0.0 $205k 8.3k 24.59
General Electric Com New (GE) 0.0 $204k 2.2k 94.31
Waste Management (WM) 0.0 $200k 1.2k 166.67