$414 Million is the total value of BlueSky Wealth Advisors, LLC's 49 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $111,312,000 | +8.3% | 1,223,881 | +0.7% | 26.88% | +0.2% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $52,089,000 | +4.6% | 625,695 | +4.2% | 12.58% | -3.2% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $36,918,000 | +10.7% | 658,902 | +10.7% | 8.91% | +2.4% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $31,269,000 | +5.8% | 503,684 | +5.0% | 7.55% | -2.1% |
| VWOB | Buy | VANGUARD WHITEHALL FDSemerg mkt bd etf | $21,576,000 | +7.8% | 262,166 | +4.8% | 5.21% | -0.2% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $19,130,000 | +10.5% | 624,150 | +0.8% | 4.62% | +2.3% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $15,237,000 | +15.5% | 423,143 | +3.3% | 3.68% | +6.9% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $12,991,000 | +6.1% | 148,810 | +3.3% | 3.14% | -1.8% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $10,390,000 | +10.4% | 273,631 | +6.7% | 2.51% | +2.2% |
| SPY | Buy | SPDR SP 500 ETF TRtr unit | $2,810,000 | +17.7% | 7,515 | +10.2% | 0.68% | +9.0% |
| SNAP | Buy | SNAP INCcl a | $2,597,000 | +89.4% | 51,859 | +2.1% | 0.63% | +75.1% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $2,374,000 | +5.5% | 27,949 | +1.8% | 0.57% | -2.4% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $736,000 | -26.3% | 7,172 | +33.9% | 0.18% | -31.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $284,000 | +12.7% | 3,896 | +1.0% | 0.07% | +4.5% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $247,000 | +17.1% | 2,712 | +7.8% | 0.06% | +9.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $248,000 | +21.0% | 1,263 | +0.3% | 0.06% | +13.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 27.9% |
| VANGUARD SCOTTSDALE FDS | 28 | Q3 2023 | 18.4% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 9.6% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 7.8% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 4.7% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 4.9% |
| ISHARES TR | 28 | Q3 2023 | 6.3% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 3.9% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 3.2% |
| ISHARES TR | 28 | Q3 2023 | 2.9% |
View BlueSky Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-04-26 |
| 13F-HR/A | 2022-01-25 |
View BlueSky Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.