BlueSky Wealth Advisors

BlueSky Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 74 positions in its portfolio as reported in the December 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) 21.7 $139M 6.0M 23.18
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.8 $57M 725k 78.01
Schwab Strategic Tr Us Aggregate B (SCHZ) 7.2 $46M 2.0M 22.70
Schwab Strategic Tr Us Tips Etf (SCHP) 5.3 $34M 1.3M 25.83
Dimensional Etf Trust World Ex Us Core (DFAX) 4.9 $31M 1.3M 24.86
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.7 $30M 1.1M 26.63
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.7 $24M 916k 25.86
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.6 $23M 366k 63.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.6 $23M 1.2M 18.50
Vanguard Index Fds Large Cap Etf (VV) 3.5 $23M 84k 269.70
Schwab Strategic Tr Us Reit Etf (SCHH) 2.8 $18M 851k 21.06
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.4 $16M 279k 55.66
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.4 $15M 196k 78.65
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.1 $14M 190k 71.91
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.0 $13M 242k 51.70
Ishares Tr Tips Bd Etf (TIP) 1.8 $12M 111k 106.55
Schwab Strategic Tr Fundamental Intl (FNDF) 1.8 $12M 346k 33.21
Vanguard Index Fds Small Cp Etf (VB) 1.4 $9.0M 38k 240.28
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $8.4M 87k 96.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $8.0M 182k 44.04
NVIDIA Corporation (NVDA) 1.1 $7.2M 53k 134.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $7.1M 149k 47.82
Alphabet Cap Stk Cl C (GOOG) 0.9 $5.9M 31k 190.44
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $5.6M 163k 34.59
Amazon (AMZN) 0.9 $5.6M 26k 219.39
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $5.3M 60k 89.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $4.9M 8.4k 586.10
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $4.7M 53k 89.04
Ishares Tr Core S&p500 Etf (IVV) 0.5 $3.1M 5.3k 588.68
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $2.9M 31k 95.47
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $2.7M 14k 198.18
Apple (AAPL) 0.3 $2.1M 8.5k 250.41
Cincinnati Financial Corporation (CINF) 0.3 $2.1M 15k 143.70
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.8M 16k 115.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.7M 5.7k 289.83
Ishares Core Msci Emkt (IEMG) 0.3 $1.6M 31k 52.22
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.5M 7.8k 189.30
Church & Dwight (CHD) 0.2 $1.3M 13k 104.71
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.2M 17k 70.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.2M 2.6k 453.28
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $1.1M 12k 93.06
Microsoft Corporation (MSFT) 0.2 $1.0M 2.4k 421.42
Meta Platforms Cl A (META) 0.2 $995k 1.7k 585.59
JPMorgan Chase & Co. (JPM) 0.1 $903k 3.8k 239.71
W.W. Grainger (GWW) 0.1 $801k 760.00 1054.05
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $742k 5.9k 126.75
Ishares Tr Msci Eafe Etf (EFA) 0.1 $739k 9.8k 75.61
Oracle Corporation (ORCL) 0.1 $727k 4.4k 166.64
Vanguard Index Fds Value Etf (VTV) 0.1 $711k 4.2k 169.30
Caterpillar (CAT) 0.1 $705k 1.9k 362.76
International Business Machines (IBM) 0.1 $700k 3.2k 219.83
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $661k 7.5k 88.40
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $636k 1.6k 401.58
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $534k 8.4k 63.47
Spdr Gold Tr Gold Shs (GLD) 0.1 $520k 2.1k 242.13
Intuit (INTU) 0.1 $481k 766.00 628.50
Natera (NTRA) 0.1 $445k 2.8k 158.30
UnitedHealth (UNH) 0.1 $368k 728.00 505.86
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $359k 5.1k 71.04
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $329k 2.4k 137.57
Exxon Mobil Corporation (XOM) 0.0 $317k 3.0k 107.57
Dolby Laboratories Com Cl A (DLB) 0.0 $314k 4.0k 78.10
Wal-Mart Stores (WMT) 0.0 $298k 3.3k 90.35
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $281k 493.00 569.58
Select Sector Spdr Tr Financial (XLF) 0.0 $280k 5.8k 48.33
Home Depot (HD) 0.0 $263k 677.00 388.99
Tesla Motors (TSLA) 0.0 $244k 603.00 403.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $241k 4.2k 57.41
Becton, Dickinson and (BDX) 0.0 $240k 1.1k 226.87
Ies Hldgs (IESC) 0.0 $221k 1.1k 200.96
Palo Alto Networks (PANW) 0.0 $218k 1.2k 181.96
Synopsys (SNPS) 0.0 $203k 419.00 485.36
Mastercard Incorporated Cl A (MA) 0.0 $200k 380.00 526.57
8x8 (EGHT) 0.0 $50k 19k 2.67