$451 Million is the total value of BlueSky Wealth Advisors, LLC's 64 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CINF | CINCINNATI FINL CORP | $1,721,000 | -12.5% | 14,464 | 0.0% | 0.38% | 0.0% | |
| CHD | CHURCH DWIGHT CO INC | $1,412,000 | -6.8% | 15,240 | 0.0% | 0.31% | +6.5% | |
| NVDA | NVIDIA CORPORATION | $787,000 | -44.4% | 5,189 | 0.0% | 0.18% | -36.4% | |
| VTV | VANGUARD INDEX FDSvalue etf | $554,000 | -10.8% | 4,199 | 0.0% | 0.12% | +1.7% | |
| IWR | ISHARES TRrus mid cap etf | $539,000 | -17.2% | 8,336 | 0.0% | 0.12% | -4.8% | |
| IWP | ISHARES TRrus md cp gr etf | $484,000 | -21.2% | 6,107 | 0.0% | 0.11% | -10.1% | |
| DLB | DOLBY LABORATORIES INC | $480,000 | -8.6% | 6,713 | 0.0% | 0.11% | +4.9% | |
| IVW | ISHARES TRs&p 500 grwt etf | $468,000 | -21.1% | 7,763 | 0.0% | 0.10% | -9.6% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $444,000 | -15.1% | 8,405 | 0.0% | 0.10% | -2.9% | |
| IWF | ISHARES TRrus 1000 grw etf | $393,000 | -21.2% | 1,796 | 0.0% | 0.09% | -10.3% | |
| SPLK | SPLUNK INC | $378,000 | -40.4% | 4,268 | 0.0% | 0.08% | -31.7% | |
| CAT | CATERPILLAR INC | $356,000 | -19.6% | 1,990 | 0.0% | 0.08% | -8.1% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $320,000 | -17.9% | 10,189 | 0.0% | 0.07% | -6.6% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $321,000 | -14.2% | 5,056 | 0.0% | 0.07% | -2.7% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $307,000 | -6.4% | 2,394 | 0.0% | 0.07% | +6.2% | |
| INTU | INTUIT | $300,000 | -20.0% | 779 | 0.0% | 0.07% | -8.2% | |
| BDX | BECTON DICKINSON CO | $284,000 | -7.5% | 1,154 | 0.0% | 0.06% | +5.0% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $246,000 | -13.4% | 4,927 | 0.0% | 0.06% | 0.0% | |
| UNH | UNITEDHEALTH GROUP INC | $222,000 | +0.9% | 432 | 0.0% | 0.05% | +14.0% | |
| MDY | SPDR SP MIDCAP 400 ETF TRutser1 s&pdcrp | $204,000 | -15.7% | 493 | 0.0% | 0.04% | -4.3% | |
| EGHT | 8X8 INC NEW | $97,000 | -59.1% | 18,788 | 0.0% | 0.02% | -52.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-02
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.