BlueSky Wealth Advisors

BlueSky Wealth Advisors as of March 31, 2025

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 73 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 21.2 $137M 6.2M 22.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.9 $58M 729k 78.94
Schwab Strategic Tr Us Aggregate B (SCHZ) 7.5 $48M 2.1M 23.16
Schwab Strategic Tr Us Tips Etf (SCHP) 5.6 $36M 1.3M 26.89
Dimensional Etf Trust World Ex Us Core (DFAX) 5.3 $34M 1.3M 26.20
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.9 $31M 1.1M 27.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.1 $27M 1.3M 19.78
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.7 $24M 372k 64.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.4 $22M 949k 23.43
Vanguard Index Fds Large Cap Etf (VV) 3.2 $20M 80k 257.03
Schwab Strategic Tr Us Reit Etf (SCHH) 2.9 $19M 874k 21.51
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.5 $16M 201k 78.89
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.3 $15M 283k 51.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.2 $14M 191k 73.45
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.0 $13M 243k 52.37
Schwab Strategic Tr Fundamental Intl (FNDF) 2.0 $13M 349k 36.14
Ishares Tr Tips Bd Etf (TIP) 1.9 $12M 112k 111.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $9.2M 204k 45.26
Vanguard Index Fds Small Cp Etf (VB) 1.3 $8.4M 38k 221.75
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $8.1M 82k 98.92
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $6.5M 129k 50.83
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $6.0M 66k 90.54
NVIDIA Corporation (NVDA) 0.9 $5.8M 54k 108.38
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $5.4M 163k 32.99
Amazon (AMZN) 0.8 $4.9M 26k 190.26
Alphabet Cap Stk Cl C (GOOG) 0.8 $4.9M 31k 156.23
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $4.7M 52k 90.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $4.6M 8.3k 559.36
Ishares Tr Core S&p500 Etf (IVV) 0.4 $2.9M 5.1k 561.90
Spdr Ser Tr Bloomberg High Y (JNK) 0.4 $2.8M 30k 95.30
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $2.8M 15k 186.29
Cincinnati Financial Corporation (CINF) 0.3 $2.1M 15k 147.72
Apple (AAPL) 0.3 $1.9M 8.6k 222.14
Ishares Core Msci Emkt (IEMG) 0.3 $1.6M 30k 53.97
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.6M 15k 104.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.6M 5.9k 274.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.4M 2.6k 532.58
Church & Dwight (CHD) 0.2 $1.3M 12k 110.09
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.2M 7.8k 154.64
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.2M 16k 75.65
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $1.0M 11k 95.75
Meta Platforms Cl A (META) 0.2 $979k 1.7k 576.46
JPMorgan Chase & Co. (JPM) 0.1 $924k 3.8k 245.30
Microsoft Corporation (MSFT) 0.1 $898k 2.4k 375.33
Ishares Tr Msci Eafe Etf (EFA) 0.1 $780k 9.5k 81.73
W.W. Grainger (GWW) 0.1 $751k 760.00 987.83
Vanguard Index Fds Value Etf (VTV) 0.1 $725k 4.2k 172.74
International Business Machines (IBM) 0.1 $712k 2.9k 248.66
Caterpillar (CAT) 0.1 $641k 1.9k 329.80
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $636k 7.5k 85.07
Spdr Gold Tr Gold Shs (GLD) 0.1 $619k 2.1k 288.14
Oracle Corporation (ORCL) 0.1 $610k 4.4k 139.81
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $590k 8.4k 70.21
Intuit (INTU) 0.1 $470k 766.00 613.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $425k 1.2k 361.09
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $421k 3.6k 117.49
Natera (NTRA) 0.1 $398k 2.8k 141.41
UnitedHealth (UNH) 0.1 $381k 728.00 523.75
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $366k 5.1k 72.46
Exxon Mobil Corporation (XOM) 0.1 $351k 3.0k 118.93
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $350k 2.4k 146.01
Dolby Laboratories Com Cl A (DLB) 0.0 $322k 4.0k 80.31
Wal-Mart Stores (WMT) 0.0 $290k 3.3k 87.79
Select Sector Spdr Tr Financial (XLF) 0.0 $289k 5.8k 49.81
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $263k 493.00 533.48
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $254k 4.2k 60.66
Home Depot (HD) 0.0 $248k 677.00 366.49
Becton, Dickinson and (BDX) 0.0 $243k 1.1k 229.06
Tesla Motors (TSLA) 0.0 $242k 932.00 259.16
Mastercard Incorporated Cl A (MA) 0.0 $208k 380.00 548.12
Palo Alto Networks (PANW) 0.0 $205k 1.2k 170.64
Ge Aerospace Com New (GE) 0.0 $205k 1.0k 200.15
8x8 (EGHT) 0.0 $38k 19k 2.00