$510 Million is the total value of BlueSky Wealth Advisors, LLC's 64 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $4,972,000 | – | 184,199 | +100.0% | 0.98% | – |
| VUSB | New | VANGUARD BD INDEX FDSvanguard ultra | $2,300,000 | – | 45,890 | +100.0% | 0.45% | – |
| NVDA | New | NVIDIA CORPORATION | $992,000 | – | 1,237 | +100.0% | 0.19% | – |
| INTU | New | INTUIT | $380,000 | – | 755 | +100.0% | 0.07% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $264,000 | – | 5,000 | +100.0% | 0.05% | – |
| ORCL | New | ORACLE CORP | $222,000 | – | 2,525 | +100.0% | 0.04% | – |
| EEMV | New | ISHARES INCmsci emerg mrkt | $200,000 | – | 3,169 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-27
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.