BlueSky Wealth Advisors

BlueSky Wealth Advisors as of March 31, 2022

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 66 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 21.7 $112M 2.1M 53.85
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 11.5 $59M 755k 78.09
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.1 $42M 820k 50.57
Schwab Strategic Tr Us Tips Etf (SCHP) 7.4 $38M 627k 60.71
Dimensional Etf Trust World Ex Us Core (DFAX) 4.8 $25M 992k 24.95
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 4.2 $22M 313k 69.86
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.2 $22M 785k 27.77
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.4 $18M 476k 36.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.2 $17M 350k 47.36
Schwab Strategic Tr Us Reit Etf (SCHH) 3.1 $16M 634k 24.89
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.8 $14M 173k 82.29
Ishares Tr Core Us Aggbd Et (AGG) 2.3 $12M 110k 107.10
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.1 $11M 236k 46.58
Vanguard Index Fds Large Cap Etf (VV) 2.0 $10M 49k 208.49
Vanguard Index Fds Small Cp Etf (VB) 1.5 $7.6M 36k 212.51
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $7.1M 89k 79.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $6.0M 13k 451.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $6.0M 130k 46.13
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.1 $5.5M 114k 48.03
Ishares Tr Core S&p500 Etf (IVV) 1.1 $5.5M 12k 453.71
Ishares Tr Tips Bd Etf (TIP) 1.0 $5.3M 43k 124.56
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.0 $5.0M 97k 51.72
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.9 $4.7M 146k 32.24
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $4.6M 165k 27.58
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $3.3M 34k 97.75
Ishares Core Msci Emkt (IEMG) 0.6 $3.1M 55k 55.55
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $3.0M 28k 108.38
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $2.9M 27k 107.86
Ishares Tr U.s. Real Es Etf (IYR) 0.5 $2.7M 25k 108.23
Ishares Tr Core Msci Eafe (IEFA) 0.4 $2.0M 29k 69.51
Cincinnati Financial Corporation (CINF) 0.4 $2.0M 15k 135.99
Ishares Tr Core Total Usd (IUSB) 0.4 $2.0M 40k 49.64
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.9M 8.4k 227.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.6M 9.2k 175.99
Church & Dwight (CHD) 0.3 $1.5M 15k 99.41
NVIDIA Corporation (NVDA) 0.3 $1.4M 5.2k 272.88
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.1M 15k 73.57
Apple (AAPL) 0.2 $1.0M 6.0k 174.58
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $866k 8.4k 102.56
Alphabet Cap Stk Cl C (GOOG) 0.1 $701k 251.00 2792.83
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $651k 8.3k 78.09
stock 0.1 $634k 4.3k 148.55
Vanguard Index Fds Value Etf (VTV) 0.1 $621k 4.2k 147.89
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $614k 6.1k 100.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $593k 7.8k 76.39
Microsoft Corporation (MSFT) 0.1 $543k 1.8k 308.52
Dolby Laboratories Com Cl A (DLB) 0.1 $525k 6.7k 78.21
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $523k 8.4k 62.22
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $499k 1.8k 277.84
Alphabet Cap Stk Cl A (GOOGL) 0.1 $484k 174.00 2781.61
Caterpillar (CAT) 0.1 $443k 2.0k 222.61
Lockheed Martin Corporation (LMT) 0.1 $426k 964.00 441.91
Select Sector Spdr Tr Financial (XLF) 0.1 $390k 10k 38.28
Intuit (INTU) 0.1 $375k 779.00 481.39
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $374k 5.1k 73.97
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $338k 1.8k 185.10
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $328k 2.4k 137.01
Becton, Dickinson and (BDX) 0.1 $307k 1.2k 266.03
Amazon (AMZN) 0.1 $303k 93.00 3258.06
Ishares Tr Expanded Tech (IGV) 0.1 $289k 838.00 344.87
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $284k 4.9k 57.64
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $242k 493.00 490.87
8x8 (EGHT) 0.0 $237k 19k 12.61
UnitedHealth (UNH) 0.0 $220k 432.00 509.26
JPMorgan Chase & Co. (JPM) 0.0 $219k 1.6k 136.02
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $213k 4.0k 53.44