BlueSky Wealth Advisors

BlueSky Wealth Advisors as of June 30, 2025

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 70 positions in its portfolio as reported in the June 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) 21.8 $150M 6.1M 24.44
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.6 $59M 742k 79.50
Schwab Strategic Tr Us Aggregate B (SCHZ) 7.2 $49M 2.1M 23.24
Dimensional Etf Trust World Ex Us Core (DFAX) 5.7 $39M 1.3M 29.37
Schwab Strategic Tr Us Tips Etf (SCHP) 5.2 $36M 1.3M 26.68
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.2 $36M 1.2M 30.14
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.4 $30M 1.4M 22.10
Vanguard Index Fds Large Cap Etf (VV) 3.9 $27M 94k 285.30
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.6 $25M 983k 25.30
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.5 $24M 372k 65.35
Schwab Strategic Tr Us Reit Etf (SCHH) 2.8 $20M 926k 21.16
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.3 $16M 200k 80.65
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.3 $16M 289k 53.96
Schwab Strategic Tr Fundamental Intl (FNDF) 2.0 $14M 339k 40.02
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.9 $13M 180k 73.63
Ishares Tr Tips Bd Etf (TIP) 1.7 $12M 109k 110.04
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.7 $12M 224k 52.76
Vanguard Index Fds Small Cp Etf (VB) 1.4 $9.8M 41k 236.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $9.5M 192k 49.46
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $7.4M 75k 99.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $7.1M 124k 57.01
NVIDIA Corporation (NVDA) 0.9 $6.1M 39k 157.99
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $5.8M 163k 35.84
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $5.6M 63k 89.06
Amazon (AMZN) 0.8 $5.6M 25k 219.39
Alphabet Cap Stk Cl C (GOOG) 0.8 $5.5M 31k 177.39
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $4.7M 51k 92.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $4.6M 7.5k 617.83
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $3.7M 19k 195.01
Ishares Tr Core S&p500 Etf (IVV) 0.5 $3.2M 5.1k 620.90
Spdr Series Trust Bloomberg High Y (JNK) 0.4 $2.9M 30k 97.27
Cincinnati Financial Corporation (CINF) 0.3 $2.2M 15k 148.92
Apple (AAPL) 0.3 $1.9M 9.0k 205.18
Ishares Core Msci Emkt (IEMG) 0.3 $1.7M 29k 60.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.7M 5.6k 303.96
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.7M 15k 109.29
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.4M 7.8k 176.23
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.3M 16k 83.48
Meta Platforms Cl A (META) 0.2 $1.3M 1.7k 738.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.2M 2.6k 485.77
Church & Dwight (CHD) 0.2 $1.1M 12k 96.11
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $1.0M 11k 94.77
JPMorgan Chase & Co. (JPM) 0.1 $1.0M 3.5k 289.91
International Business Machines (IBM) 0.1 $844k 2.9k 294.78
Oracle Corporation (ORCL) 0.1 $833k 3.8k 218.63
Microsoft Corporation (MSFT) 0.1 $815k 1.6k 497.30
W.W. Grainger (GWW) 0.1 $791k 760.00 1040.24
Vanguard Index Fds Value Etf (VTV) 0.1 $742k 4.2k 176.74
Caterpillar (CAT) 0.1 $734k 1.9k 388.21
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $688k 7.5k 91.97
Spdr Gold Tr Gold Shs (GLD) 0.1 $655k 2.1k 304.83
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $651k 8.4k 77.50
Intuit (INTU) 0.1 $605k 768.00 787.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $500k 1.2k 424.58
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $497k 3.6k 138.68
Natera (NTRA) 0.1 $475k 2.8k 168.94
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $416k 5.1k 82.18
Ies Hldgs (IESC) 0.0 $326k 1.1k 296.23
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $324k 2.4k 134.79
Wal-Mart Stores (WMT) 0.0 $323k 3.3k 97.78
Exxon Mobil Corporation (XOM) 0.0 $318k 3.0k 107.80
Tesla Motors (TSLA) 0.0 $302k 949.00 317.66
Dolby Laboratories Com Cl A (DLB) 0.0 $295k 4.0k 74.26
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $282k 4.2k 67.22
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $279k 493.00 566.48
Ge Aerospace Com New (GE) 0.0 $263k 1.0k 257.39
Qualcomm (QCOM) 0.0 $258k 1.6k 159.26
Synopsys (SNPS) 0.0 $215k 419.00 512.68
Mastercard Incorporated Cl A (MA) 0.0 $214k 380.00 561.94
8x8 (EGHT) 0.0 $37k 19k 1.96