BlueSky Wealth Advisors

BlueSky Wealth Advisors as of June 30, 2026

Portfolio Holdings for BlueSky Wealth Advisors

BlueSky Wealth Advisors holds 111 positions in its portfolio as reported in the June 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) 16.5 $143M 4.9M 29.43
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.8 $50M 842k 58.98
Vanguard Index Fds Value Etf (VTV) 5.5 $48M 219k 217.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.4 $46M 1.7M 27.70
Schwab Strategic Tr Us Tips Etf (SCHP) 5.0 $43M 1.6M 26.50
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.6 $40M 1.1M 36.13
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.9 $34M 427k 79.03
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.4 $29M 436k 67.24
Vanguard Index Fds Large Cap Etf (VV) 3.2 $27M 79k 343.91
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.0 $26M 651k 40.21
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.6 $23M 623k 36.26
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.5 $21M 305k 69.90
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.5 $21M 438k 48.43
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.4 $21M 255k 82.65
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.2 $19M 454k 42.41
Dimensional Etf Trust World Ex Us Core (DFAX) 2.1 $18M 481k 36.84
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.0 $18M 114k 154.29
Dimensional Etf Trust Internatnal Val (DFIV) 2.0 $18M 323k 54.02
Ishares Tr Mbs Etf (MBB) 2.0 $17M 181k 94.52
Schwab Strategic Tr Fundamental Intl (FNDF) 1.6 $14M 257k 52.76
Vanguard Index Fds Small Cp Etf (VB) 1.4 $12M 39k 303.12
Ishares Tr Tips Bd Etf (TIP) 1.3 $11M 103k 109.43
Alphabet Cap Stk Cl C (GOOG) 1.2 $10M 29k 353.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $9.8M 164k 59.69
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.1 $9.5M 181k 52.41
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.1 $9.2M 192k 48.12
NVIDIA Corporation (NVDA) 0.9 $7.9M 40k 200.09
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $7.9M 112k 71.25
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $7.6M 219k 34.81
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.8 $7.2M 9.6k 746.79
Amazon (AMZN) 0.7 $5.7M 24k 238.34
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.7 $5.6M 127k 44.36
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $4.8M 49k 96.44
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $4.6M 19k 242.99
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.5 $4.2M 169k 24.66
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $3.9M 73k 53.17
Ishares Tr Core S&p500 Etf (IVV) 0.4 $3.6M 4.8k 748.89
Apple (AAPL) 0.4 $3.2M 11k 289.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $3.1M 6.3k 500.39
Alphabet Cap Stk Cl A (GOOGL) 0.3 $3.0M 8.4k 357.38
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $2.8M 39k 73.41
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $2.8M 29k 98.98
Cincinnati Financial Corporation (CINF) 0.3 $2.7M 15k 185.14
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.4M 6.6k 370.06
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.2M 15k 148.31
Ishares Tr Eafe Value Etf (EFV) 0.2 $2.0M 27k 76.55
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $2.0M 86k 23.13
Ishares Core Msci Emkt (IEMG) 0.2 $1.9M 23k 82.84
Caterpillar (CAT) 0.2 $1.7M 1.6k 1065.03
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $1.7M 72k 23.68
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $1.6M 35k 46.81
Schwab Strategic Tr High Yiel Bd Etf (SCYB) 0.2 $1.4M 53k 26.18
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.3M 14k 96.58
JPMorgan Chase & Co. (JPM) 0.1 $1.2M 3.5k 327.34
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.1M 2.9k 368.38
Church & Dwight (CHD) 0.1 $1.0M 11k 96.88
W.W. Grainger (GWW) 0.1 $1.0M 760.00 1360.40
Micron Technology (MU) 0.1 $977k 846.00 1154.29
Microsoft Corporation (MSFT) 0.1 $948k 2.5k 372.97
International Business Machines (IBM) 0.1 $924k 3.3k 281.21
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $856k 11k 79.97
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $825k 7.5k 110.32
Ies Hldgs (IESC) 0.1 $808k 1.1k 734.66
Natera (NTRA) 0.1 $795k 2.9k 271.45
Meta Platforms Cl A (META) 0.1 $754k 1.3k 563.42
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $744k 8.4k 88.54
Exxon Mobil Corporation (XOM) 0.1 $736k 5.4k 136.72
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $622k 5.0k 124.17
Ishares Tr Russell 2000 Etf (IWM) 0.1 $612k 2.0k 300.44
Sterling Construction Company (STRL) 0.1 $557k 663.00 839.36
Oracle Corporation (ORCL) 0.1 $552k 3.8k 146.56
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $531k 5.5k 96.43
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $525k 3.6k 146.41
Ishares Tr Core Intl Aggr (IAGG) 0.1 $520k 10k 50.60
Spdr Series Trust St Bloo High Etf (JNK) 0.1 $500k 5.2k 96.37
Ge Aerospace Com New (GE) 0.1 $435k 1.2k 373.76
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $435k 618.00 703.34
Ge Vernova (GEV) 0.0 $427k 363.00 1174.86
United Parcel Svcs CL B (UPS) 0.0 $426k 4.0k 107.50
Wal-Mart Stores (WMT) 0.0 $411k 3.6k 113.25
Hewlett Packard Enterprise (HPE) 0.0 $408k 9.0k 45.11
Intel Corporation (INTC) 0.0 $403k 2.9k 139.63
Celestica (CLS) 0.0 $388k 1.1k 364.80
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $387k 3.3k 115.69
Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $380k 2.4k 158.66
Tesla Motors (TSLA) 0.0 $371k 882.00 420.61
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $351k 4.2k 83.75
Arteris (AIP) 0.0 $338k 6.9k 48.59
Qualcomm (QCOM) 0.0 $322k 1.7k 184.79
Ishares Silver Tr Ishares (SLV) 0.0 $318k 6.0k 53.47
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $312k 1.1k 271.95
Analog Devices (ADI) 0.0 $298k 750.00 397.17
Powell Industries (POWL) 0.0 $292k 1.0k 286.36
Western Digital (WDC) 0.0 $287k 449.00 638.72
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $287k 3.4k 85.50
TTM Technologies (TTMI) 0.0 $279k 1.5k 187.02
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $277k 1.3k 212.77
F.N.B. Corporation (FNB) 0.0 $269k 14k 19.08
Synopsys (SNPS) 0.0 $268k 600.00 446.07
Linde SHS (LIN) 0.0 $265k 510.00 518.94
Broadcom (AVGO) 0.0 $255k 674.00 377.83
Comfort Systems USA (FIX) 0.0 $244k 123.00 1981.95
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $224k 2.8k 81.00
General Motors Company (GM) 0.0 $223k 2.9k 77.08
Chevron Corporation (CVX) 0.0 $221k 1.3k 165.71
Brinker International (EAT) 0.0 $210k 1.3k 168.00
Intuit (INTU) 0.0 $210k 803.00 261.00
Dolby Laboratories Com Cl A (DLB) 0.0 $203k 3.9k 52.58
Visa Com Cl A (V) 0.0 $203k 591.00 343.16
Bank of New York Mellon Corporation (BNY) 0.0 $202k 1.4k 144.61
8x8 (EGHT) 0.0 $33k 19k 1.71