BlueSky Wealth Advisors

BlueSky Wealth Advisors as of March 31, 2026

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 115 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 16.1 $125M 4.9M 25.64
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.0 $47M 781k 59.55
Schwab Strategic Tr Us Tips Etf (SCHP) 5.2 $40M 1.5M 26.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.0 $39M 1.6M 24.75
Vanguard Index Fds Value Etf (VTV) 4.7 $37M 188k 196.20
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.5 $35M 442k 79.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.9 $30M 1.0M 29.08
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.4 $27M 407k 65.69
Vanguard Index Fds Large Cap Etf (VV) 3.1 $24M 81k 298.85
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.7 $21M 629k 32.95
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.6 $20M 592k 33.86
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $20M 242k 82.75
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.4 $19M 394k 48.05
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.4 $18M 295k 62.45
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.3 $18M 418k 42.31
Dimensional Etf Trust World Ex Us Core (DFAX) 2.1 $17M 485k 33.97
Ishares Tr Mbs Etf (MBB) 2.0 $16M 166k 94.95
Dimensional Etf Trust Internatnal Val (DFIV) 2.0 $16M 298k 52.78
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.9 $15M 100k 145.79
Schwab Strategic Tr Fundamental Intl (FNDF) 1.8 $14M 281k 48.93
NVIDIA Corporation (NVDA) 1.7 $13M 75k 174.40
Ishares Tr Tips Bd Etf (TIP) 1.5 $12M 104k 110.36
Vanguard Index Fds Small Cp Etf (VB) 1.4 $11M 40k 261.92
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $9.5M 181k 52.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $9.3M 171k 54.05
Alphabet Cap Stk Cl C (GOOG) 1.1 $8.7M 30k 286.86
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.1 $8.5M 182k 46.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $7.7M 120k 64.08
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.8 $6.3M 206k 30.50
Amazon (AMZN) 0.7 $5.7M 28k 208.27
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $5.3M 227k 23.22
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $4.9M 127k 38.86
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $4.7M 50k 93.93
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $4.6M 63k 73.64
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $4.5M 6.9k 650.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $4.4M 20k 217.25
Apple (AAPL) 0.4 $3.4M 13k 253.80
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.9M 30k 99.27
Ishares Tr Core S&p500 Etf (IVV) 0.4 $2.9M 4.4k 653.21
Alphabet Cap Stk Cl A (GOOGL) 0.3 $2.5M 8.9k 287.57
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $2.5M 115k 21.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.3M 7.2k 320.80
Cincinnati Financial Corporation (CINF) 0.3 $2.3M 15k 157.35
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $2.0M 25k 79.56
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.9M 15k 124.31
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.8M 24k 74.35
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $1.7M 33k 53.22
Ishares Core Msci Emkt (IEMG) 0.2 $1.6M 23k 69.75
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $1.4M 58k 24.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.4M 2.9k 479.20
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.3M 14k 90.53
Microsoft Corporation (MSFT) 0.2 $1.3M 3.4k 370.14
Caterpillar (CAT) 0.2 $1.2M 1.7k 708.54
JPMorgan Chase & Co. (JPM) 0.1 $1.1M 3.7k 294.17
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.1 $1.1M 42k 26.00
Church & Dwight (CHD) 0.1 $1.1M 12k 93.32
Exxon Mobil Corporation (XOM) 0.1 $970k 5.7k 169.66
Spdr Series Trust State Street Spd (JNK) 0.1 $926k 9.7k 95.72
Spdr Gold Tr Gold Shs (GLD) 0.1 $924k 2.1k 430.29
Meta Platforms Cl A (META) 0.1 $877k 1.5k 572.24
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $851k 9.6k 88.70
W.W. Grainger (GWW) 0.1 $829k 760.00 1090.81
International Business Machines (IBM) 0.1 $828k 3.4k 242.39
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $727k 7.5k 97.23
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $718k 8.7k 82.43
Wal-Mart Stores (WMT) 0.1 $615k 5.0k 124.27
Natera (NTRA) 0.1 $591k 3.0k 199.99
Oracle Corporation (ORCL) 0.1 $565k 3.8k 147.12
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $534k 1.3k 426.40
Ies Hldgs (IESC) 0.1 $524k 1.1k 476.47
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $507k 11k 46.95
Ishares Tr Core Intl Aggr (IAGG) 0.1 $483k 9.6k 50.04
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $459k 3.6k 128.12
Ge Vernova (GEV) 0.1 $429k 491.00 872.90
Intuit (INTU) 0.1 $413k 955.00 432.40
Booking Holdings (BKNG) 0.1 $396k 94.00 4210.32
United Parcel Svcs CL B (UPS) 0.1 $396k 4.0k 98.37
Tesla Motors (TSLA) 0.0 $386k 1.0k 371.75
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $381k 618.00 616.76
Broadcom (AVGO) 0.0 $380k 1.2k 309.54
Ge Aerospace Com New (GE) 0.0 $374k 1.3k 283.79
Linde SHS (LIN) 0.0 $361k 729.00 495.76
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $351k 2.4k 146.61
Vanguard World Inf Tech Etf (VGT) 0.0 $349k 500.00 697.94
Costco Wholesale Corporation (COST) 0.0 $336k 337.00 996.46
Bristol Myers Squibb (BMY) 0.0 $334k 5.5k 60.65
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $327k 3.3k 97.73
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $315k 4.2k 75.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $313k 542.00 577.69
Qualcomm (QCOM) 0.0 $288k 2.2k 128.78
Marsh & McLennan Companies (MRSH) 0.0 $284k 1.6k 173.45
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $277k 463.00 598.13
Chevron Corporation (CVX) 0.0 $271k 1.3k 206.83
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $263k 685.00 383.43
Micron Technology (MU) 0.0 $262k 776.00 337.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $259k 3.4k 77.12
Palantir Technologies Cl A (PLTR) 0.0 $258k 1.8k 146.28
Comfort Systems USA (FIX) 0.0 $258k 187.00 1378.99
Pepsi (PEP) 0.0 $251k 1.6k 155.25
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $250k 1.3k 191.92
PG&E Corporation (PCG) 0.0 $247k 14k 17.57
Regeneron Pharmaceuticals (REGN) 0.0 $247k 320.00 772.64
Aon Shs Cl A (AON) 0.0 $247k 765.00 322.78
Analog Devices (ADI) 0.0 $239k 750.00 318.14
F.N.B. Corporation (FNB) 0.0 $235k 14k 16.72
Dolby Laboratories Com Cl A (DLB) 0.0 $232k 3.9k 60.06
S&p Global (SPGI) 0.0 $225k 528.00 425.38
McDonald's Corporation (MCD) 0.0 $223k 718.00 310.84
Visa Com Cl A (V) 0.0 $217k 719.00 302.29
TJX Companies (TJX) 0.0 $215k 1.3k 159.71
Airbnb Com Cl A (ABNB) 0.0 $214k 1.7k 126.28
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $207k 1.6k 132.87
Synopsys (SNPS) 0.0 $206k 519.00 396.48
Ishares Tr Russell 2000 Etf (IWM) 0.0 $204k 823.00 247.98
8x8 (EGHT) 0.0 $32k 20k 1.66