BlueSky Wealth Advisors

BlueSky Wealth Advisors as of Sept. 30, 2022

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 65 positions in its portfolio as reported in the September 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) 19.5 $84M 2.0M 42.35
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.4 $45M 602k 74.28
Schwab Strategic Tr Us Aggregate B (SCHZ) 9.1 $39M 865k 45.31
Schwab Strategic Tr Us Tips Etf (SCHP) 6.2 $27M 517k 51.80
Dimensional Etf Trust World Ex Us Core (DFAX) 4.9 $21M 1.1M 18.89
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.2 $18M 813k 22.40
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 4.0 $17M 298k 57.49
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.5 $15M 533k 28.13
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.0 $13M 338k 37.80
Vanguard Index Fds Large Cap Etf (VV) 2.8 $12M 74k 163.56
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.8 $12M 243k 49.28
Schwab Strategic Tr Us Reit Etf (SCHH) 2.7 $12M 616k 18.69
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.6 $11M 158k 71.33
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.4 $11M 148k 71.39
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.3 $9.7M 250k 38.97
Ishares Tr Tips Bd Etf (TIP) 2.2 $9.4M 89k 104.90
Vanguard Index Fds Small Cp Etf (VB) 1.5 $6.6M 39k 170.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $5.8M 160k 36.49
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 1.3 $5.8M 229k 25.15
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $4.9M 51k 96.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $4.7M 129k 36.36
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $4.4M 56k 79.40
Spdr Sp 500 Etf Tr Tr Unit (SPY) 0.9 $4.0M 11k 357.21
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $3.7M 168k 22.24
Ishares Tr Core S&p500 Etf (IVV) 0.9 $3.7M 10k 358.61
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $3.2M 39k 80.18
Apple (AAPL) 0.7 $3.1M 23k 138.18
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $2.2M 25k 87.87
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.0M 23k 87.20
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.9M 14k 143.40
Ishares Core Msci Emkt (IEMG) 0.4 $1.9M 44k 42.99
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $1.5M 18k 81.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.4M 7.6k 179.53
Cincinnati Financial Corporation (CINF) 0.3 $1.3M 15k 89.60
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.3M 25k 52.68
Church & Dwight (CHD) 0.3 $1.1M 15k 71.46
NVIDIA Corporation (NVDA) 0.2 $668k 5.5k 121.43
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $665k 11k 62.13
Ishares Tr Msci Eafe Etf (EFA) 0.1 $639k 11k 55.97
Alphabet Cap Stk Cl C (GOOG) 0.1 $552k 5.7k 96.17
Microsoft Corporation (MSFT) 0.1 $549k 2.4k 232.82
W.W. Grainger (GWW) 0.1 $540k 1.1k 489.13
Vanguard Index Fds Value Etf (VTV) 0.1 $518k 4.2k 123.36
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $505k 8.7k 57.83
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $479k 6.1k 78.43
Dolby Laboratories Com Cl A (DLB) 0.1 $413k 6.3k 65.16
Caterpillar (CAT) 0.1 $411k 2.5k 164.01
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $388k 8.4k 46.16
Alphabet Cap Stk Cl A (GOOGL) 0.1 $384k 4.0k 95.55
Lockheed Martin Corporation (LMT) 0.1 $344k 890.00 386.52
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $333k 1.6k 210.36
Amazon (AMZN) 0.1 $318k 2.8k 113.13
Select Sector Spdr Tr Financial (XLF) 0.1 $309k 10k 30.33
stock 0.1 $304k 4.0k 75.28
Intuit (INTU) 0.1 $303k 783.00 386.97
JPMorgan Chase & Co. (JPM) 0.1 $299k 2.9k 104.33
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $290k 2.4k 121.14
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $290k 5.1k 57.36
Becton, Dickinson and (BDX) 0.1 $279k 1.3k 222.49
UnitedHealth (UNH) 0.1 $252k 498.00 506.02
International Business Machines (IBM) 0.1 $229k 1.9k 118.84
Home Depot (HD) 0.0 $213k 772.00 275.91
Exxon Mobil Corporation (XOM) 0.0 $206k 2.4k 87.47
8x8 (EGHT) 0.0 $65k 19k 3.46
23andme Holding Class A Com (ME) 0.0 $48k 17k 2.87