BlueSky Wealth Advisors

BlueSky Wealth Advisors as of June 30, 2023

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 79 positions in its portfolio as reported in the June 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) 20.7 $103M 2.0M 52.37
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.1 $45M 598k 75.66
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.4 $42M 902k 46.16
Schwab Strategic Tr Us Tips Etf (SCHP) 5.9 $29M 560k 52.43
Dimensional Etf Trust World Ex Us Core (DFAX) 5.1 $26M 1.1M 23.31
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.6 $23M 928k 24.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.8 $19M 537k 35.65
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.8 $19M 305k 62.27
Vanguard Index Fds Large Cap Etf (VV) 3.6 $18M 88k 202.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.4 $17M 388k 43.80
Schwab Strategic Tr Us Reit Etf (SCHH) 2.8 $14M 725k 19.53
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.6 $13M 170k 75.07
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.4 $12M 253k 46.39
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.3 $11M 224k 50.17
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.2 $11M 149k 72.69
Ishares Tr Tips Bd Etf (TIP) 1.8 $8.8M 82k 107.62
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 1.7 $8.4M 259k 32.29
Vanguard Index Fds Small Cp Etf (VB) 1.4 $6.7M 34k 198.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $6.0M 149k 40.68
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $5.3M 114k 46.18
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $4.4M 163k 27.15
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $4.4M 45k 97.95
Ishares Tr Jpmorgan Usd Emg (EMB) 0.9 $4.3M 50k 86.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $4.1M 9.2k 443.29
Ishares Tr Core S&p500 Etf (IVV) 0.8 $3.9M 8.8k 445.71
Alphabet Cap Stk Cl C (GOOG) 0.8 $3.8M 31k 120.97
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $2.9M 35k 83.56
NVIDIA Corporation (NVDA) 0.5 $2.3M 5.5k 423.02
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.9M 20k 99.65
Ishares Core Msci Emkt (IEMG) 0.4 $1.9M 39k 49.29
Spdr Ser Tr Bloomberg High Y (JNK) 0.4 $1.8M 20k 92.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.7M 11k 165.40
Church & Dwight (CHD) 0.3 $1.4M 14k 100.23
Cincinnati Financial Corporation (CINF) 0.3 $1.4M 15k 97.32
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.4M 21k 67.50
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $1.4M 16k 86.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.1M 4.8k 220.28
W.W. Grainger (GWW) 0.2 $972k 1.2k 788.59
Apple (AAPL) 0.2 $921k 4.7k 193.98
Alphabet Cap Stk Cl A (GOOGL) 0.2 $866k 7.2k 119.70
Ishares Tr Msci Eafe Etf (EFA) 0.2 $771k 11k 72.50
Microsoft Corporation (MSFT) 0.2 $768k 2.3k 340.59
Caterpillar (CAT) 0.1 $627k 2.5k 246.05
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $609k 8.3k 73.03
Vanguard Index Fds Value Etf (VTV) 0.1 $597k 4.2k 142.10
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $565k 5.9k 96.63
Rithm Capital Corp Com New (RITM) 0.1 $552k 59k 9.35
JPMorgan Chase & Co. (JPM) 0.1 $535k 3.7k 145.44
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $519k 8.4k 61.70
Dolby Laboratories Com Cl A (DLB) 0.1 $508k 6.1k 83.68
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $458k 1.7k 275.18
Intuit (INTU) 0.1 $362k 790.00 458.19
Exxon Mobil Corporation (XOM) 0.1 $355k 3.3k 107.25
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $353k 5.1k 69.72
International Business Machines (IBM) 0.1 $348k 2.6k 133.80
stock 0.1 $345k 3.2k 106.09
Select Sector Spdr Tr Financial (XLF) 0.1 $344k 10k 33.71
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $318k 2.4k 132.73
Ready Cap Corp Com reit (RC) 0.1 $309k 27k 11.28
Pimco Municipal Income Fund II (PML) 0.1 $298k 33k 9.04
Lockheed Martin Corporation (LMT) 0.1 $291k 632.00 460.38
Becton, Dickinson and (BDX) 0.1 $280k 1.1k 264.01
Greystone Housing Impact Inv Ben Unit Ctf (GHI) 0.1 $275k 17k 16.48
Etf Ser Solutions Nationwide Nasdq (NUSI) 0.1 $269k 13k 21.55
Oracle Corporation (ORCL) 0.1 $258k 2.2k 119.11
Redwood Trust (RWT) 0.0 $247k 39k 6.37
UnitedHealth (UNH) 0.0 $244k 507.00 480.64
Home Depot (HD) 0.0 $240k 774.00 310.64
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $236k 493.00 478.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $236k 579.00 407.47
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $230k 21k 10.93
Annaly Capital Management In Com New (NLY) 0.0 $229k 11k 20.01
Linde SHS (LIN) 0.0 $229k 600.00 381.08
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $228k 4.2k 54.41
Independence Realty Trust In (IRT) 0.0 $218k 12k 18.22
Amazon (AMZN) 0.0 $212k 1.6k 130.36
Medical Properties Trust (MPW) 0.0 $178k 19k 9.26
8x8 (EGHT) 0.0 $80k 19k 4.23
23andme Holding Class A Com (ME) 0.0 $29k 17k 1.75