BlueSky Wealth Advisors

BlueSky Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 69 positions in its portfolio as reported in the September 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) 20.4 $100M 2.0M 50.60
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.4 $46M 615k 75.15
Schwab Strategic Tr Us Aggregate B (SCHZ) 9.0 $44M 995k 44.23
Schwab Strategic Tr Us Tips Etf (SCHP) 6.1 $30M 589k 50.49
Dimensional Etf Trust World Ex Us Core (DFAX) 5.2 $26M 1.1M 22.52
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.7 $23M 968k 23.94
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.9 $19M 323k 59.16
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.9 $19M 561k 33.96
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.5 $17M 416k 41.42
Vanguard Index Fds Large Cap Etf (VV) 3.2 $16M 80k 195.69
Schwab Strategic Tr Us Reit Etf (SCHH) 2.8 $14M 771k 17.75
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.6 $13M 173k 73.72
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.4 $12M 262k 45.69
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.3 $11M 223k 49.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.9 $9.5M 137k 69.78
Ishares Tr Tips Bd Etf (TIP) 1.7 $8.4M 81k 103.72
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 1.7 $8.2M 258k 31.67
Vanguard Index Fds Small Cp Etf (VB) 1.3 $6.3M 33k 189.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $5.8M 148k 39.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $5.0M 116k 43.72
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $4.3M 163k 26.20
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $4.2M 45k 94.04
Ishares Tr Jpmorgan Usd Emg (EMB) 0.9 $4.2M 51k 82.52
Alphabet Cap Stk Cl C (GOOG) 0.8 $3.9M 30k 131.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $3.8M 9.0k 427.50
Ishares Tr Core S&p500 Etf (IVV) 0.8 $3.8M 8.9k 429.43
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $2.7M 35k 75.66
NVIDIA Corporation (NVDA) 0.5 $2.3M 5.3k 434.99
Ishares Core Msci Emkt (IEMG) 0.4 $1.8M 39k 47.59
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.8M 20k 94.33
Spdr Ser Tr Bloomberg High Y (JNK) 0.4 $1.8M 20k 90.40
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.6M 10k 159.49
Cincinnati Financial Corporation (CINF) 0.3 $1.5M 15k 102.29
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.3M 21k 64.35
Church & Dwight (CHD) 0.3 $1.3M 14k 91.63
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $1.2M 16k 78.14
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.1M 5.3k 212.39
Alphabet Cap Stk Cl A (GOOGL) 0.2 $946k 7.2k 130.86
W.W. Grainger (GWW) 0.2 $853k 1.2k 691.84
Apple (AAPL) 0.2 $833k 4.9k 171.22
Microsoft Corporation (MSFT) 0.2 $772k 2.4k 315.79
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $736k 53k 14.03
Ishares Tr Msci Eafe Etf (EFA) 0.1 $715k 10k 68.92
Caterpillar (CAT) 0.1 $696k 2.5k 273.00
Vanguard Index Fds Value Etf (VTV) 0.1 $606k 4.4k 137.93
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $534k 5.9k 91.35
JPMorgan Chase & Co. (JPM) 0.1 $528k 3.6k 145.02
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $518k 7.5k 69.25
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $487k 8.4k 57.93
stock 0.1 $475k 3.2k 146.25
Dolby Laboratories Com Cl A (DLB) 0.1 $443k 5.6k 79.26
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $443k 1.7k 265.99
Intuit (INTU) 0.1 $391k 766.00 510.94
Exxon Mobil Corporation (XOM) 0.1 $389k 3.3k 117.58
International Business Machines (IBM) 0.1 $364k 2.6k 140.29
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $338k 5.1k 66.88
Select Sector Spdr Tr Financial (XLF) 0.1 $338k 10k 33.17
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $308k 2.4k 128.74
Becton, Dickinson and (BDX) 0.1 $274k 1.1k 258.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $247k 706.00 350.30
Lockheed Martin Corporation (LMT) 0.0 $230k 562.00 408.96
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $225k 493.00 456.64
UnitedHealth (UNH) 0.0 $222k 441.00 504.19
Oracle Corporation (ORCL) 0.0 $220k 2.1k 105.92
Amazon (AMZN) 0.0 $220k 1.7k 127.12
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $217k 4.2k 51.87
Home Depot (HD) 0.0 $205k 677.00 302.16
8x8 (EGHT) 0.0 $47k 19k 2.52
23andme Holding Class A Com (ME) 0.0 $16k 17k 0.98