BlueSky Wealth Advisors

BlueSky Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 75 positions in its portfolio as reported in the September 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) 20.8 $134M 2.0M 67.85
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.7 $56M 706k 79.42
Schwab Strategic Tr Us Aggregate B (SCHZ) 7.4 $47M 996k 47.52
Schwab Strategic Tr Us Tips Etf (SCHP) 5.5 $36M 661k 53.63
Dimensional Etf Trust World Ex Us Core (DFAX) 5.2 $33M 1.2M 27.01
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.1 $33M 1.1M 29.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.0 $26M 621k 41.12
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.8 $24M 366k 66.37
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.5 $23M 444k 51.50
Vanguard Index Fds Large Cap Etf (VV) 3.3 $21M 81k 263.29
Schwab Strategic Tr Us Reit Etf (SCHH) 3.0 $19M 829k 23.17
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.4 $15M 275k 55.63
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.3 $15M 185k 80.30
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.0 $13M 245k 52.66
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.9 $12M 164k 75.11
Ishares Tr Tips Bd Etf (TIP) 1.8 $12M 105k 110.47
Schwab Strategic Tr Fundamental Intl (FNDF) 1.8 $12M 310k 37.37
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $10M 102k 101.27
Vanguard Index Fds Small Cp Etf (VB) 1.4 $9.1M 39k 237.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $7.9M 166k 47.85
NVIDIA Corporation (NVDA) 1.0 $6.4M 53k 121.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $6.3M 119k 52.81
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $5.6M 163k 34.29
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $5.4M 55k 97.42
Alphabet Cap Stk Cl C (GOOG) 0.8 $5.1M 30k 167.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $4.9M 8.5k 573.77
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $4.8M 52k 93.58
Amazon (AMZN) 0.7 $4.8M 26k 186.33
Ishares Tr Core S&p500 Etf (IVV) 0.6 $4.2M 7.2k 576.82
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $3.0M 31k 97.79
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $2.7M 14k 200.78
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.1M 18k 116.96
Ishares Core Msci Emkt (IEMG) 0.3 $2.1M 36k 57.41
Apple (AAPL) 0.3 $2.0M 8.6k 232.99
Cincinnati Financial Corporation (CINF) 0.3 $2.0M 15k 136.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.6M 5.7k 283.18
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.5M 20k 78.05
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $1.5M 15k 101.87
Church & Dwight (CHD) 0.2 $1.3M 13k 104.72
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.3M 8.0k 165.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.2M 2.6k 460.26
Microsoft Corporation (MSFT) 0.2 $1.0M 2.3k 430.38
Meta Platforms Cl A (META) 0.2 $973k 1.7k 572.49
Ishares Tr Msci Eafe Etf (EFA) 0.1 $813k 9.7k 83.63
JPMorgan Chase & Co. (JPM) 0.1 $795k 3.8k 210.86
W.W. Grainger (GWW) 0.1 $790k 760.00 1038.81
Caterpillar (CAT) 0.1 $760k 1.9k 391.12
Oracle Corporation (ORCL) 0.1 $743k 4.4k 170.40
Vanguard Index Fds Value Etf (VTV) 0.1 $733k 4.2k 174.57
International Business Machines (IBM) 0.1 $704k 3.2k 221.08
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $686k 5.9k 117.29
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $659k 7.5k 88.14
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $598k 8.4k 71.10
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $594k 1.6k 375.38
Spdr Gold Tr Gold Shs (GLD) 0.1 $522k 2.1k 243.06
Intuit (INTU) 0.1 $476k 766.00 621.00
UnitedHealth (UNH) 0.1 $426k 728.00 584.68
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $396k 5.1k 78.39
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $369k 2.4k 154.02
Natera (NTRA) 0.1 $357k 2.8k 126.95
Exxon Mobil Corporation (XOM) 0.1 $346k 3.0k 117.22
Dolby Laboratories Com Cl A (DLB) 0.0 $313k 4.1k 76.53
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $281k 493.00 569.66
Home Depot (HD) 0.0 $274k 677.00 405.20
Wal-Mart Stores (WMT) 0.0 $267k 3.3k 80.75
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $264k 4.2k 63.00
Select Sector Spdr Tr Financial (XLF) 0.0 $263k 5.8k 45.32
Visa Com Cl A (V) 0.0 $259k 940.00 274.95
Becton, Dickinson and (BDX) 0.0 $255k 1.1k 241.10
Linde SHS (LIN) 0.0 $239k 501.00 476.86
Ies Hldgs (IESC) 0.0 $220k 1.1k 199.62
Synopsys (SNPS) 0.0 $212k 419.00 506.39
Palo Alto Networks (PANW) 0.0 $205k 600.00 341.80
8x8 (EGHT) 0.0 $38k 19k 2.04
23andme Holding Class A Com 0.0 $5.8k 17k 0.35