BlueSky Wealth Advisors

BlueSky Wealth Advisors as of June 30, 2022

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 64 positions in its portfolio as reported in the June 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) 19.3 $87M 1.9M 44.66
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.4 $47M 612k 76.26
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.7 $39M 820k 47.87
Schwab Strategic Tr Us Tips Etf (SCHP) 6.5 $29M 525k 55.80
Dimensional Etf Trust World Ex Us Core (DFAX) 4.8 $21M 999k 21.44
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.4 $20M 774k 25.38
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 4.1 $18M 301k 61.30
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.5 $16M 505k 31.45
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.1 $14M 361k 38.99
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.0 $13M 263k 50.55
Schwab Strategic Tr Us Reit Etf (SCHH) 2.8 $13M 594k 21.09
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.6 $12M 156k 75.26
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.5 $11M 151k 73.61
Vanguard Index Fds Large Cap Etf (VV) 2.3 $10M 60k 172.35
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.3 $10M 256k 40.22
Ishares Tr Tips Bd Etf (TIP) 2.2 $9.9M 87k 113.91
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $7.0M 69k 101.69
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 1.5 $6.7M 237k 28.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $6.3M 152k 41.65
Vanguard Index Fds Small Cp Etf (VB) 1.3 $5.7M 32k 176.10
Spdr Sp 500 Etf Tr Tr Unit (SPY) 1.0 $4.7M 13k 377.23
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 1.0 $4.4M 108k 40.80
Ishares Tr Core S&p500 Etf (IVV) 1.0 $4.3M 11k 379.11
Ishares Tr Jpmorgan Usd Emg (EMB) 0.9 $4.2M 49k 85.31
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $3.8M 163k 23.30
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $3.4M 38k 91.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.5M 13k 188.61
Ishares Core Msci Emkt (IEMG) 0.6 $2.5M 51k 49.06
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.3M 25k 92.41
Spdr Ser Tr Bloomberg High Y (JNK) 0.4 $2.0M 22k 90.69
Ishares Tr U.s. Real Es Etf (IYR) 0.4 $1.9M 20k 92.00
Cincinnati Financial Corporation (CINF) 0.4 $1.7M 15k 118.99
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.6M 27k 58.84
Church & Dwight (CHD) 0.3 $1.4M 15k 92.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.2M 8.3k 149.77
Ishares Tr Core Total Usd (IUSB) 0.2 $942k 20k 46.84
NVIDIA Corporation (NVDA) 0.2 $787k 5.2k 151.67
Apple (AAPL) 0.2 $757k 5.5k 136.79
Ishares Tr Msci Eafe Etf (EFA) 0.2 $711k 11k 62.46
Vanguard Index Fds Value Etf (VTV) 0.1 $554k 4.2k 131.94
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $539k 8.3k 64.66
Alphabet Cap Stk Cl C (GOOG) 0.1 $523k 239.00 2188.28
W.W. Grainger (GWW) 0.1 $499k 1.1k 454.05
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $484k 6.1k 79.25
Dolby Laboratories Com Cl A (DLB) 0.1 $480k 6.7k 71.50
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $468k 7.8k 60.29
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $444k 8.4k 52.83
Microsoft Corporation (MSFT) 0.1 $434k 1.7k 256.80
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $393k 1.8k 218.82
Lockheed Martin Corporation (LMT) 0.1 $384k 894.00 429.53
stock 0.1 $378k 4.3k 88.57
Alphabet Cap Stk Cl A (GOOGL) 0.1 $364k 167.00 2179.64
Caterpillar (CAT) 0.1 $356k 2.0k 178.89
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $321k 5.1k 63.49
Select Sector Spdr Tr Financial (XLF) 0.1 $320k 10k 31.41
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $307k 2.4k 128.24
Intuit (INTU) 0.1 $300k 779.00 385.11
Becton, Dickinson and (BDX) 0.1 $284k 1.2k 246.10
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $246k 4.9k 49.93
UnitedHealth (UNH) 0.0 $222k 432.00 513.89
Spdr Sp Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $204k 493.00 413.79
Exxon Mobil Corporation (XOM) 0.0 $202k 2.4k 85.77
8x8 (EGHT) 0.0 $97k 19k 5.16
23andme Holding Class A Com (ME) 0.0 $41k 17k 2.45