$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $3,917,000 | +3.1% | 75,538 | 0.0% | 0.77% | -10.4% | |
| IUSB | ISHARES TRcore total usd | $2,130,000 | +1.5% | 39,703 | 0.0% | 0.42% | -11.6% | |
| CINF | CINCINNATI FINL CORP | $1,719,000 | +11.6% | 14,464 | 0.0% | 0.34% | -2.9% | |
| CHD | CHURCH & DWIGHT INC | $1,413,000 | -0.5% | 16,240 | 0.0% | 0.28% | -13.4% | |
| IWP | ISHARES TRrus md cp gr etf | $765,000 | +7.1% | 6,708 | 0.0% | 0.15% | -6.8% | |
| SPLK | SPLUNK INC | $693,000 | -4.3% | 5,005 | 0.0% | 0.14% | -16.6% | |
| IVW | ISHARES TRs&p 500 grwt etf | $584,000 | +8.6% | 7,821 | 0.0% | 0.11% | -5.8% | |
| VTV | VANGUARD INDEX FDSvalue etf | $582,000 | +3.7% | 4,199 | 0.0% | 0.11% | -10.2% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $572,000 | +5.0% | 8,405 | 0.0% | 0.11% | -8.9% | |
| EGHT | 8X8 INC NEW | $508,000 | -17.7% | 18,788 | 0.0% | 0.10% | -28.1% | |
| GOOG | ALPHABET INCcap stk cl c | $505,000 | +14.8% | 195 | 0.0% | 0.10% | 0.0% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $417,000 | -0.5% | 5,056 | 0.0% | 0.08% | -13.7% | |
| IGM | ISHARES TRexpnd tec sc etf | $349,000 | +7.4% | 845 | 0.0% | 0.07% | -6.8% | |
| NTRA | NATERA INC | $340,000 | +16.4% | 2,812 | 0.0% | 0.07% | +1.5% | |
| IGV | ISHARES TRexpanded tech | $334,000 | +9.2% | 838 | 0.0% | 0.06% | -5.8% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $333,000 | +3.1% | 1,826 | 0.0% | 0.06% | -11.0% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $312,000 | +2.6% | 4,927 | 0.0% | 0.06% | -11.6% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $264,000 | +5.6% | 2,495 | 0.0% | 0.05% | -7.1% | |
| CSCO | CISCO SYS INC | $222,000 | +4.2% | 4,124 | 0.0% | 0.04% | -8.3% |
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.