BlueSky Wealth Advisors

BlueSky Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 80 positions in its portfolio as reported in the September 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) 21.9 $162M 6.2M 26.34
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.3 $62M 770k 79.93
Schwab Strategic Tr Us Aggregate B (SCHZ) 7.1 $53M 2.2M 23.47
Dimensional Etf Trust World Ex Us Core (DFAX) 5.5 $41M 1.3M 31.38
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.2 $39M 1.2M 33.37
Schwab Strategic Tr Us Tips Etf (SCHP) 5.0 $37M 1.4M 26.95
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.3 $32M 1.4M 23.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.7 $28M 985k 27.90
Vanguard Index Fds Large Cap Etf (VV) 3.6 $27M 88k 307.86
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.4 $25M 378k 66.90
Schwab Strategic Tr Us Reit Etf (SCHH) 2.9 $21M 991k 21.57
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.3 $17M 294k 58.21
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.3 $17M 206k 81.19
NVIDIA Corporation (NVDA) 2.1 $15M 82k 186.58
Schwab Strategic Tr Fundamental Intl (FNDF) 1.9 $14M 330k 42.96
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.7 $13M 170k 74.37
Ishares Tr Tips Bd Etf (TIP) 1.6 $12M 104k 111.22
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.5 $11M 215k 53.03
Vanguard Index Fds Small Cp Etf (VB) 1.4 $10M 40k 254.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $10M 184k 54.18
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $7.4M 74k 100.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $7.2M 119k 59.92
Alphabet Cap Stk Cl C (GOOG) 1.0 $7.2M 29k 243.55
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $6.3M 163k 38.57
Amazon (AMZN) 0.8 $5.8M 26k 219.57
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $5.6M 61k 91.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $5.0M 7.5k 666.14
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $4.7M 50k 95.19
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $3.7M 18k 208.71
Ishares Tr Core S&p500 Etf (IVV) 0.5 $3.4M 5.2k 669.30
Spdr Series Trust Bloomberg High Y (JNK) 0.4 $2.9M 29k 97.99
Apple (AAPL) 0.4 $2.7M 11k 254.64
Cincinnati Financial Corporation (CINF) 0.3 $2.3M 15k 158.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.0M 6.2k 328.20
Alphabet Cap Stk Cl A (GOOGL) 0.3 $2.0M 8.1k 243.10
Ishares Core Msci Emkt (IEMG) 0.3 $1.9M 29k 65.92
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.8M 15k 118.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.4M 2.8k 502.74
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.4M 16k 87.31
Meta Platforms Cl A (META) 0.2 $1.3M 1.8k 734.50
Microsoft Corporation (MSFT) 0.1 $1.1M 2.1k 517.86
JPMorgan Chase & Co. (JPM) 0.1 $1.1M 3.4k 315.43
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $1.0M 11k 97.08
Church & Dwight (CHD) 0.1 $1.0M 12k 87.63
Oracle Corporation (ORCL) 0.1 $993k 3.5k 281.24
Caterpillar (CAT) 0.1 $869k 1.8k 477.15
International Business Machines (IBM) 0.1 $808k 2.9k 282.16
Vanguard Index Fds Value Etf (VTV) 0.1 $807k 4.3k 186.48
Spdr Gold Tr Gold Shs (GLD) 0.1 $764k 2.1k 355.47
W.W. Grainger (GWW) 0.1 $724k 760.00 952.96
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $722k 7.5k 96.55
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $671k 8.4k 79.80
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $587k 1.3k 468.41
Exxon Mobil Corporation (XOM) 0.1 $575k 5.1k 112.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $536k 892.00 600.63
Intuit (INTU) 0.1 $523k 766.00 682.91
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $510k 3.6k 142.41
Natera (NTRA) 0.1 $453k 2.8k 160.97
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $444k 5.1k 87.84
Ies Hldgs (IESC) 0.1 $437k 1.1k 397.65
Tesla Motors (TSLA) 0.1 $422k 949.00 444.72
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $368k 618.00 596.03
United Parcel Service CL B (UPS) 0.0 $364k 4.4k 83.53
Wal-Mart Stores (WMT) 0.0 $356k 3.5k 103.06
Vanguard World Inf Tech Etf (VGT) 0.0 $355k 476.00 746.63
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $333k 2.4k 139.17
Ge Aerospace Com New (GE) 0.0 $308k 1.0k 300.82
Spdr Series Trust S&p Semicndctr (XSD) 0.0 $305k 954.00 319.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $301k 491.00 612.74
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $299k 4.2k 71.37
Dolby Laboratories Com Cl A (DLB) 0.0 $288k 4.0k 72.37
Select Sector Spdr Tr Financial (XLF) 0.0 $277k 5.1k 53.87
Qualcomm (QCOM) 0.0 $270k 1.6k 166.36
Home Depot (HD) 0.0 $267k 659.00 405.19
Synopsys (SNPS) 0.0 $256k 519.00 493.39
Visa Com Cl A (V) 0.0 $236k 690.00 341.38
Select Sector Spdr Tr Technology (XLK) 0.0 $220k 780.00 281.86
McDonald's Corporation (MCD) 0.0 $218k 717.00 303.89
Mastercard Incorporated Cl A (MA) 0.0 $216k 380.00 568.81
8x8 (EGHT) 0.0 $40k 19k 2.12