BlueSky Wealth Advisors

BlueSky Wealth Advisors as of March 31, 2023

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 71 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 19.7 $96M 2.0M 48.37
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.4 $46M 598k 76.23
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.5 $41M 878k 46.91
Schwab Strategic Tr Us Tips Etf (SCHP) 6.0 $29M 538k 53.61
Dimensional Etf Trust World Ex Us Core (DFAX) 5.2 $25M 1.1M 23.06
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.4 $21M 871k 24.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.9 $19M 542k 34.80
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.9 $19M 299k 62.31
Vanguard Index Fds Large Cap Etf (VV) 3.6 $18M 93k 186.81
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.2 $15M 364k 41.93
Schwab Strategic Tr Us Reit Etf (SCHH) 2.8 $14M 690k 19.50
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.5 $12M 160k 75.55
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.4 $12M 229k 50.54
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.4 $11M 155k 73.83
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.3 $11M 254k 44.50
Ishares Tr Tips Bd Etf (TIP) 2.0 $9.6M 87k 110.25
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 1.8 $8.6M 273k 31.27
Vanguard Index Fds Small Cp Etf (VB) 1.4 $6.7M 35k 189.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $6.4M 158k 40.40
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $5.7M 127k 45.17
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $4.6M 54k 86.28
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $4.5M 45k 99.64
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $4.2M 163k 25.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $3.9M 9.5k 409.40
Ishares Tr Core S&p500 Etf (IVV) 0.7 $3.6M 8.8k 411.08
Apple (AAPL) 0.7 $3.6M 22k 164.90
Alphabet Cap Stk Cl C (GOOG) 0.7 $3.4M 33k 104.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $3.0M 36k 83.04
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.1M 21k 96.70
Spdr Ser Tr Bloomberg High Y (JNK) 0.4 $2.0M 21k 92.82
Ishares Core Msci Emkt (IEMG) 0.4 $1.9M 39k 48.79
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.8M 11k 158.76
Cincinnati Financial Corporation (CINF) 0.3 $1.6M 15k 112.08
NVIDIA Corporation (NVDA) 0.3 $1.5M 5.5k 277.77
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.5M 22k 66.85
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $1.4M 17k 84.90
Church & Dwight (CHD) 0.3 $1.3M 15k 88.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $981k 4.8k 204.10
Alphabet Cap Stk Cl A (GOOGL) 0.2 $880k 8.5k 103.73
Ishares Tr Msci Eafe Etf (EFA) 0.2 $763k 11k 71.52
W.W. Grainger (GWW) 0.2 $761k 1.1k 688.81
Microsoft Corporation (MSFT) 0.1 $697k 2.4k 288.34
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $583k 8.3k 69.92
Vanguard Index Fds Value Etf (VTV) 0.1 $580k 4.2k 138.11
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $556k 6.1k 91.05
Dolby Laboratories Com Cl A (DLB) 0.1 $519k 6.1k 85.42
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $512k 8.4k 60.95
Caterpillar (CAT) 0.1 $474k 2.1k 228.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $407k 1.7k 244.33
JPMorgan Chase & Co. (JPM) 0.1 $383k 2.9k 130.31
Lockheed Martin Corporation (LMT) 0.1 $363k 768.00 472.73
Intuit (INTU) 0.1 $352k 790.00 445.83
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $343k 5.1k 67.82
Select Sector Spdr Tr Financial (XLF) 0.1 $328k 10k 32.15
stock 0.1 $316k 3.3k 95.88
Amazon (AMZN) 0.1 $315k 3.0k 103.29
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $310k 2.4k 129.46
Independence Realty Trust In (IRT) 0.1 $289k 18k 16.03
Becton, Dickinson and (BDX) 0.1 $286k 1.2k 247.54
Exxon Mobil Corporation (XOM) 0.1 $258k 2.4k 109.66
International Business Machines (IBM) 0.1 $246k 1.9k 131.07
UnitedHealth (UNH) 0.0 $240k 507.00 472.59
Home Depot (HD) 0.0 $231k 784.00 295.12
Linde SHS (LIN) 0.0 $228k 640.00 355.44
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $226k 493.00 458.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $224k 4.2k 53.47
Oracle Corporation (ORCL) 0.0 $201k 2.2k 92.94
Pimco Municipal Income Fund II (PML) 0.0 $144k 15k 9.39
City Office Reit (CIO) 0.0 $83k 12k 6.90
8x8 (EGHT) 0.0 $78k 19k 4.17
23andme Holding Class A Com (ME) 0.0 $38k 17k 2.28