BlueSky Wealth Advisors, LLC holdings history

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125 is the total number of securities BlueSky Wealth Advisors, LLC has owned. The longest BlueSky Wealth Advisors, LLC has owned a single stock is 28 quarters.

BlueSky Wealth Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHX SCHWAB STRATEGIC TR28286.12%15.82%27.90%Q4 2016Q3 202328
VCSH VANGUARD SCOTTSDALE FDS28289.09%14.10%18.42%Q4 2016Q3 202328
SCHZ SCHWAB STRATEGIC TR28285.00%7.78%9.61%Q4 2016Q3 202328
SCHP SCHWAB STRATEGIC TR28282.04%4.67%7.82%Q4 2016Q3 202328
SCHE SCHWAB STRATEGIC TR28283.12%3.99%4.74%Q4 2016Q3 202328
SCHA SCHWAB STRATEGIC TR28282.96%3.96%4.89%Q4 2016Q3 202328
AGG ISHARES TR28280.86%3.57%6.32%Q4 2016Q3 202328
SCHF SCHWAB STRATEGIC TR28282.79%3.35%3.90%Q4 2016Q3 202328
SCHH SCHWAB STRATEGIC TR28282.23%2.82%3.23%Q4 2016Q3 202328
IVV ISHARES TR28280.75%1.68%2.89%Q4 2016Q3 202328
VV VANGUARD INDEX FDS28280.46%1.66%3.61%Q4 2016Q3 202328
TIP ISHARES TR28280.87%1.53%2.21%Q4 2016Q3 202328
IJR ISHARES TR28280.38%1.19%2.42%Q4 2016Q3 202328
IEMG ISHARES INC28280.38%1.12%2.11%Q4 2016Q3 202328
VB VANGUARD INDEX FDS28280.39%1.08%1.80%Q4 2016Q3 202328
VWO VANGUARD INTL EQUITY I...28280.82%1.06%1.40%Q4 2016Q3 202328
SPY SPDR SP 500 ETF TR28280.62%0.92%1.38%Q4 2016Q3 202328
IGSB ISHARES TR28280.27%0.87%2.95%Q4 2016Q3 202328
IYR ISHARES TR28280.25%0.86%1.59%Q4 2016Q3 202328
IEFA ISHARES TR28280.27%0.78%1.47%Q4 2016Q3 202328
VEA VANGUARD TAX-MANAGED I...28280.31%0.70%1.21%Q4 2016Q3 202328
AAPL APPLE INC28280.17%0.44%0.84%Q4 2016Q3 202328
VNQ VANGUARD INDEX FDS28280.21%0.43%0.76%Q4 2016Q3 202328
VTI VANGUARD INDEX FDS28280.14%0.33%0.66%Q4 2016Q3 202328
SPLK SPLUNK INC28280.06%0.22%0.40%Q4 2016Q3 202328
GOOG ALPHABET INC28280.08%0.20%0.80%Q4 2016Q3 202328
DLB DOLBY LABORATORIES INC28280.09%0.18%0.27%Q4 2016Q3 202328
GOOGL ALPHABET INC28280.07%0.13%0.19%Q4 2016Q3 202328
EGHT 8X8 INC NEW28280.01%0.10%0.17%Q4 2016Q3 202328
MDY SPDR SP MIDCAP 400 ETF TR2340.04%0.10%0.15%Q4 2016Q3 202327
VEU VANGUARD INTL EQUITY I...2340.04%0.09%0.16%Q4 2016Q3 202327
EMB ISHARES TR1880.07%1.55%3.09%Q4 2016Q3 202326
IUSB ISHARES TR23230.16%0.48%1.00%Q4 2016Q2 202223
BND VANGUARD BD INDEX FDS1480.09%0.80%2.61%Q4 2016Q3 202322
FNDF SCHWAB STRATEGIC TR1380.11%0.89%1.78%Q4 2016Q3 202321
EFA ISHARES TR1410.05%0.15%0.25%Q4 2016Q3 202321
SCHB SCHWAB STRATEGIC TR1470.04%0.14%0.28%Q4 2016Q1 202221
CAT CATERPILLAR INC DEL20200.06%0.09%0.14%Q4 2018Q3 202320
IWP ISHARES TR18180.11%0.18%0.31%Q2 2019Q3 202318
IWR ISHARES TR18180.11%0.17%0.31%Q2 2019Q3 202318
IWF ISHARES TR18180.08%0.11%0.15%Q2 2019Q3 202318
CHD CHURCH & DWIGHT INC17170.25%0.32%0.46%Q3 2019Q3 202317
AMZN AMAZON COM INC810.04%0.06%0.09%Q1 2019Q3 202316
VWOB VANGUARD WHITEHALL FDS15153.82%4.56%5.35%Q1 2020Q3 202315
VSS VANGUARD INTL EQUITY I...14143.46%5.34%6.28%Q4 2016Q1 202014
BNDX VANGUARD CHARLOTTE FDS14143.34%3.62%3.82%Q4 2016Q1 202014
HYG ISHARES TR14142.44%2.79%3.20%Q2 2020Q3 202314
RWX SPDR INDEX SHS FDS14141.53%2.24%2.49%Q4 2016Q1 202014
CINF CINCINNATI FINL CORP14140.28%0.32%0.38%Q2 2020Q3 202314
SCHC SCHWAB STRATEGIC TR14140.14%0.28%0.64%Q4 2016Q1 202014
IFGL ISHARES TR14140.16%0.22%0.28%Q4 2016Q1 202014
LMT LOCKHEED MARTIN CORP14140.05%0.09%0.14%Q2 2020Q3 202314
IBM INTERNATIONAL BUSINESS...540.05%0.07%0.10%Q4 2018Q3 202314
SCHV SCHWAB STRATEGIC TR13130.56%0.97%1.56%Q4 2016Q4 201913
SLYV SPDR SERIES TRUST13130.42%0.73%1.43%Q4 2016Q4 201913
IVE ISHARES TR13130.37%0.41%0.48%Q4 2016Q4 201913
IJS ISHARES TR13130.18%0.21%0.26%Q4 2016Q4 201913
IDV ISHARES TR13130.18%0.20%0.22%Q4 2016Q4 201913
MSFT MICROSOFT CORP1110.05%0.11%0.16%Q2 2020Q3 202312
IWM ISHARES TR530.05%0.09%0.14%Q3 2017Q4 202012
VTV VANGUARD INDEX FDS11110.11%0.12%0.13%Q1 2021Q3 202311
VGK VANGUARD INTL EQUITY I...11110.09%0.10%0.12%Q1 2021Q3 202311
CSCO CISCO SYS INC830.04%0.08%0.12%Q4 2018Q3 202111
VPL VANGUARD INTL EQUITY I...11110.07%0.07%0.10%Q1 2021Q3 202311
XLF SELECT SECTOR SPDR TR11110.06%0.07%0.08%Q1 2021Q3 202311
XLV SELECT SECTOR SPDR TR11110.06%0.06%0.07%Q1 2021Q3 202311
DFAC DIMENSIONAL ETF TRUST10100.84%0.89%0.98%Q2 2021Q3 202310
NVDA NVIDIA CORPORATION10100.16%0.27%0.47%Q2 2021Q3 202310
INTU INTUIT10100.07%0.07%0.09%Q2 2021Q3 202310
JPM JPMORGAN CHASE & CO550.04%0.07%0.11%Q1 2021Q3 202310
BKLN INVESCO EXCHNG TRADED ...990.12%6.59%8.89%Q2 2018Q2 20209
SNAP SNAP INC710.04%0.30%0.63%Q2 2018Q4 20209
GILD GILEAD SCIENCES INC990.09%0.11%0.17%Q4 2016Q4 20189
BDX BECTON DICKINSON & CO990.06%0.06%0.07%Q3 2021Q3 20239
DIMENSIONAL ETF TRUST884.75%4.99%5.24%Q4 2021Q3 20238
DFAT DIMENSIONAL ETF TRUST882.00%2.28%2.45%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.05%0.32%0.45%Q4 2021Q3 20238
KO COCA COLA CO880.06%0.09%0.12%Q4 2018Q3 20208
UNH UNITEDHEALTH GROUP INC880.04%0.05%0.06%Q4 2021Q3 20238
PCY INVESCO EXCHNG TRADED ...773.27%3.39%3.52%Q2 2018Q4 20197
JNK SPDR SER TR770.17%0.39%0.51%Q1 2022Q3 20237
IVW ISHARES TR770.10%0.11%0.12%Q1 2021Q3 20227
BKLN POWERSHARES ETF TRUST II668.90%9.02%9.09%Q4 2016Q1 20186
PCY POWERSHARES ETF TR II662.82%3.55%3.81%Q4 2016Q1 20186
GWW GRAINGER W W INC660.11%0.15%0.20%Q2 2022Q3 20236
T AT&T INC660.10%0.11%0.14%Q3 2017Q4 20186
NTRA NATERA INC660.05%0.06%0.07%Q3 2020Q4 20216
XOM EXXON MOBIL CORP660.04%0.06%0.08%Q2 2022Q3 20236
ORCL ORACLE CORP330.04%0.04%0.05%Q2 2021Q3 20236
ME 23ANDME HOLDING CO660.00%0.01%0.01%Q2 2022Q3 20236
XLY SELECT SECTOR SPDR TR550.06%0.07%0.07%Q1 2021Q1 20225
IGV ISHARES TR550.06%0.06%0.07%Q1 2021Q1 20225
HD HOME DEPOT INC550.04%0.05%0.06%Q3 2022Q3 20235
BSCJ INVESCO EXCH TRD SLF I...440.37%0.40%0.43%Q4 2018Q3 20194
SRLN SSGA ACTIVE ETF TR220.09%0.18%0.28%Q4 2018Q4 20194
WDAY WORKDAY INC310.09%0.09%0.10%Q3 2017Q3 20184
GIMO GIGAMON INC210.10%0.17%0.26%Q4 2016Q3 20173
BBT BB&T CORP330.16%0.16%0.17%Q4 2018Q2 20193
IGM ISHARES TR330.07%0.07%0.07%Q1 2021Q3 20213
VUSB VANGUARD BD INDEX FDS220.42%0.44%0.45%Q2 2021Q3 20212
AMAT APPLIED MATLS INC220.11%0.15%0.18%Q2 2018Q3 20182
IRT INDEPENDENCE RLTY TR INC220.04%0.05%0.06%Q1 2023Q2 20232
XLE SELECT SECTOR SPDR TR220.05%0.05%0.05%Q2 2021Q3 20212
LINDE PLC220.05%0.05%0.05%Q1 2023Q2 20232
LIN LINDE PLC110.04%0.05%0.05%Q4 2021Q4 20222
PML PIMCO MUN INCOME FD II220.03%0.04%0.06%Q1 2023Q2 20232
ET ENERGY TRANSFER L P110.15%0.15%0.15%Q3 2023Q3 20231
NRZ RITHM CAPITAL CORP110.11%0.11%0.11%Q2 2023Q2 20231
PHG KONINKLIJKE PHILIPS N V110.10%0.10%0.10%Q2 2018Q2 20181
FBHS FORTUNE BRANDS HOME & ...110.08%0.08%0.08%Q4 2017Q4 20171
VZ VERIZON COMMUNICATIONS...110.08%0.08%0.08%Q4 2018Q4 20181
SPHD INVESCO EXCHNG TRADED ...110.07%0.07%0.07%Q2 2019Q2 20191
PYPL PAYPAL HLDGS INC110.07%0.07%0.07%Q4 2021Q4 20211
VTIP VANGUARD MALVERN FDS110.07%0.07%0.07%Q3 2019Q3 20191
RC READY CAPITAL CORP110.06%0.06%0.06%Q2 2023Q2 20231
GREYSTONE HOUSING IMPA...110.06%0.06%0.06%Q2 2023Q2 20231
NUSI ETF SER SOLUTIONS110.05%0.05%0.05%Q2 2023Q2 20231
BRKB BERKSHIRE HATHAWAY INC...110.05%0.05%0.05%Q3 2023Q3 20231
RWT REDWOOD TRUST INC110.05%0.05%0.05%Q2 2023Q2 20231
VOO VANGUARD INDEX FDS110.05%0.05%0.05%Q2 2023Q2 20231
ANNALY CAPITAL MANAGEM...110.05%0.05%0.05%Q2 2023Q2 20231
NEA NUVEEN AMT FREE QLTY M...110.05%0.05%0.05%Q2 2023Q2 20231
EEMV ISHARES INC110.04%0.04%0.04%Q2 2021Q2 20211
MPW MEDICAL PPTYS TRUST INC110.04%0.04%0.04%Q2 2023Q2 20231
CIO CITY OFFICE REIT INC110.02%0.02%0.02%Q1 2023Q1 20231
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The securities at the top of the list , including SCHWAB STRATEGIC TR, VANGUARD SCOTTSDALE FDS, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of BlueSky Wealth Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by BlueSky Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that BlueSky Wealth Advisors, LLC owns currently or has owned in the past.