BlueSky Wealth Advisors

BlueSky Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 78 positions in its portfolio as reported in the December 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) 22.1 $167M 6.2M 26.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.6 $66M 822k 79.73
Schwab Strategic Tr Us Aggregate B (SCHZ) 7.4 $56M 2.4M 23.37
Dimensional Etf Trust World Ex Us Core (DFAX) 5.7 $43M 1.3M 32.73
Schwab Strategic Tr Us Tips Etf (SCHP) 5.2 $40M 1.5M 26.49
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 5.1 $39M 1.2M 32.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.3 $33M 1.4M 24.04
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.7 $28M 997k 28.48
Vanguard Index Fds Large Cap Etf (VV) 3.7 $28M 88k 314.80
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.5 $27M 394k 67.43
Schwab Strategic Tr Us Reit Etf (SCHH) 2.8 $22M 1.0M 20.89
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.3 $18M 296k 59.54
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.3 $18M 218k 80.63
Schwab Strategic Tr Fundamental Intl (FNDF) 1.9 $15M 326k 45.21
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.6 $12M 167k 74.07
Ishares Tr Tips Bd Etf (TIP) 1.5 $11M 104k 109.91
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.5 $11M 213k 52.88
Vanguard Index Fds Small Cp Etf (VB) 1.3 $10M 40k 257.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $9.5M 178k 53.76
Alphabet Cap Stk Cl C (GOOG) 1.2 $9.2M 29k 313.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $7.3M 117k 62.47
NVIDIA Corporation (NVDA) 1.0 $7.3M 39k 186.50
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $7.2M 73k 99.88
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $6.5M 163k 39.59
Amazon (AMZN) 0.8 $6.1M 26k 230.82
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $5.6M 63k 88.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $5.1M 7.5k 681.96
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $4.7M 49k 96.28
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $4.1M 19k 211.79
Ishares Tr Core S&p500 Etf (IVV) 0.5 $3.6M 5.2k 684.94
Apple (AAPL) 0.4 $2.9M 11k 271.87
Spdr Series Trust State Street Spd (JNK) 0.4 $2.8M 29k 97.21
Alphabet Cap Stk Cl A (GOOGL) 0.3 $2.5M 8.1k 313.00
Cincinnati Financial Corporation (CINF) 0.3 $2.4M 15k 163.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.1M 6.2k 335.30
Ishares Core Msci Emkt (IEMG) 0.3 $1.9M 28k 67.22
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.8M 15k 120.18
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.3M 15k 89.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.3M 2.6k 502.65
JPMorgan Chase & Co. (JPM) 0.1 $1.1M 3.4k 322.22
Microsoft Corporation (MSFT) 0.1 $993k 2.1k 483.54
Church & Dwight (CHD) 0.1 $984k 12k 83.85
Meta Platforms Cl A (META) 0.1 $936k 1.4k 660.23
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $927k 9.9k 93.89
Caterpillar (CAT) 0.1 $919k 1.6k 572.87
Spdr Gold Tr Gold Shs (GLD) 0.1 $851k 2.1k 396.31
International Business Machines (IBM) 0.1 $843k 2.8k 296.21
Vanguard Index Fds Value Etf (VTV) 0.1 $826k 4.3k 191.00
W.W. Grainger (GWW) 0.1 $767k 760.00 1009.05
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $720k 7.5k 96.27
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $703k 8.4k 83.61
Oracle Corporation (ORCL) 0.1 $688k 3.5k 194.91
Natera (NTRA) 0.1 $644k 2.8k 229.09
Exxon Mobil Corporation (XOM) 0.1 $614k 5.1k 120.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $593k 1.3k 473.30
Intuit (INTU) 0.1 $507k 766.00 662.42
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $495k 3.6k 136.94
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $457k 5.1k 90.40
Ies Hldgs (IESC) 0.1 $428k 1.1k 389.02
United Parcel Service CL B (UPS) 0.1 $418k 4.2k 99.19
Wal-Mart Stores (WMT) 0.1 $385k 3.5k 111.41
Vanguard World Inf Tech Etf (VGT) 0.0 $377k 500.00 753.78
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $373k 618.00 603.28
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $371k 2.4k 154.80
Tesla Motors (TSLA) 0.0 $341k 759.00 449.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $330k 527.00 626.60
Ge Aerospace Com New (GE) 0.0 $315k 1.0k 308.03
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $308k 4.2k 73.56
Qualcomm (QCOM) 0.0 $277k 1.6k 171.05
Dolby Laboratories Com Cl A (DLB) 0.0 $248k 3.9k 64.22
Synopsys (SNPS) 0.0 $244k 519.00 469.72
Visa Com Cl A (V) 0.0 $242k 690.00 350.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $228k 371.00 614.31
McDonald's Corporation (MCD) 0.0 $219k 717.00 305.63
Mastercard Incorporated Cl A (MA) 0.0 $217k 380.00 570.88
Becton, Dickinson and (BDX) 0.0 $206k 1.1k 194.07
Analog Devices (ADI) 0.0 $203k 750.00 271.20
8x8 (EGHT) 0.0 $37k 19k 1.97