BlueSky Wealth Advisors

BlueSky Wealth Advisors as of June 30, 2024

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 76 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 21.3 $127M 2.0M 64.25
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.6 $51M 664k 77.28
Schwab Strategic Tr Us Aggregate B (SCHZ) 7.2 $43M 941k 45.58
Schwab Strategic Tr Us Tips Etf (SCHP) 5.4 $32M 613k 52.01
Dimensional Etf Trust World Ex Us Core (DFAX) 5.0 $30M 1.2M 25.42
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.8 $29M 1.1M 26.56
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.8 $23M 591k 38.42
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.7 $22M 349k 62.91
Vanguard Index Fds Large Cap Etf (VV) 3.5 $21M 82k 249.62
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.3 $20M 420k 47.45
Schwab Strategic Tr Us Reit Etf (SCHH) 2.7 $16M 801k 19.97
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.3 $13M 259k 51.87
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.3 $13M 174k 77.14
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.1 $13M 247k 51.24
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.0 $12M 168k 72.05
Ishares Tr Tips Bd Etf (TIP) 1.9 $11M 107k 106.78
Schwab Strategic Tr Fundamental Intl (FNDF) 1.8 $11M 302k 35.03
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $10M 103k 97.07
Vanguard Index Fds Small Cp Etf (VB) 1.4 $8.5M 39k 218.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $7.0M 161k 43.76
NVIDIA Corporation (NVDA) 1.1 $6.6M 53k 123.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $5.7M 116k 49.42
Alphabet Cap Stk Cl C (GOOG) 0.9 $5.4M 29k 183.42
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $5.3M 163k 32.24
Amazon (AMZN) 0.8 $5.0M 26k 193.25
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $4.8M 57k 83.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $4.7M 8.6k 544.22
Ishares Tr Jpmorgan Usd Emg (EMB) 0.8 $4.6M 53k 88.48
Ishares Tr Core S&p500 Etf (IVV) 0.7 $4.2M 7.6k 547.23
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $2.9M 31k 94.27
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $2.5M 14k 182.52
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.0M 18k 106.66
Ishares Core Msci Emkt (IEMG) 0.3 $2.0M 36k 53.53
Apple (AAPL) 0.3 $1.8M 8.5k 210.63
Cincinnati Financial Corporation (CINF) 0.3 $1.7M 15k 118.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.6M 5.9k 267.53
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.5M 8.1k 182.15
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.5M 20k 72.64
Church & Dwight (CHD) 0.2 $1.3M 13k 103.68
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $1.3M 15k 87.74
Microsoft Corporation (MSFT) 0.2 $1.0M 2.3k 447.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.0M 2.6k 406.80
Caterpillar (CAT) 0.2 $931k 2.8k 333.10
JPMorgan Chase & Co. (JPM) 0.1 $877k 4.3k 202.26
Meta Platforms Cl A (META) 0.1 $857k 1.7k 504.24
Ishares Tr Msci Eafe Etf (EFA) 0.1 $784k 10k 78.33
W.W. Grainger (GWW) 0.1 $686k 760.00 902.24
Vanguard Index Fds Value Etf (VTV) 0.1 $681k 4.2k 160.41
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $646k 5.9k 110.35
Oracle Corporation (ORCL) 0.1 $616k 4.4k 141.20
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $607k 7.5k 81.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $607k 1.7k 364.51
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $561k 8.4k 66.77
International Business Machines (IBM) 0.1 $551k 3.2k 172.95
Intuit (INTU) 0.1 $503k 766.00 657.21
Spdr Gold Tr Gold Shs (GLD) 0.1 $462k 2.1k 215.01
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $375k 5.1k 74.18
UnitedHealth (UNH) 0.1 $371k 728.00 509.26
Builders FirstSource (BLDR) 0.1 $368k 2.7k 138.41
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $349k 2.4k 145.75
Exxon Mobil Corporation (XOM) 0.1 $340k 3.0k 115.12
Dolby Laboratories Com Cl A (DLB) 0.1 $330k 4.2k 79.23
Natera (NTRA) 0.1 $305k 2.8k 108.29
Visa Com Cl A (V) 0.0 $267k 1.0k 262.47
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $264k 493.00 535.08
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $251k 3.4k 73.82
Synopsys (SNPS) 0.0 $249k 419.00 595.06
Becton, Dickinson and (BDX) 0.0 $248k 1.1k 233.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $246k 4.2k 58.64
Select Sector Spdr Tr Financial (XLF) 0.0 $238k 5.8k 41.11
Linde SHS (LIN) 0.0 $237k 541.00 438.81
Home Depot (HD) 0.0 $233k 677.00 344.24
Wal-Mart Stores (WMT) 0.0 $223k 3.3k 67.71
Palo Alto Networks (PANW) 0.0 $203k 600.00 339.01
8x8 (EGHT) 0.0 $42k 19k 2.22
23andme Holding Class A Com 0.0 $6.5k 17k 0.39